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MDavison3
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Member since ‎Feb 5, 2023
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Mike Davison

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Activity

karinamariotti on November 02, 2018
Future Rolling Date Range
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Reply Idea Contacts & Companies Sales Reporting
198 upvotes
77 Replies
MDavison3
Participant
November 22, 2023
+1 My use case is that I want to include a KPI comparison on my dashboard that shows the KPI for the current month-to-date, for last month, and for t...read more
C-Note on December 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit read more
Reply Idea Contacts & Companies
287 upvotes
130 Replies
MDavison3
Participant
November 22, 2023
Adding my vote for supporting "OR" logic in HS reports. In my case, I want to track the number of deals that enter any of 3 pipeline stages in a giv...read more
Solved
MDavison3 on February 05, 2023
How many deal pipelines do I need?
My B2B SaaS company needs to configure HubSpot to support free trials, paid subscriptions and ongoing renewals of subscriptions. Not all deals will go through a free trial, some may go directly to a subscription. Would it be best to create 3 pi read more
Reply Discussion
0 upvote
3 Replies
MDavison3
Participant
February 06, 2023
Thanks, Frank. We can auto generate the renewal deal and I think that makes the most sense. We'll leave the free trial as part of the sales pipelin...read more
Solved
MDavison3 on February 05, 2023
How many deal pipelines do I need?
My B2B SaaS company needs to configure HubSpot to support free trials, paid subscriptions and ongoing renewals of subscriptions. Not all deals will go through a free trial, some may go directly to a subscription. Would it be best to create 3 pi read more
Reply Discussion
0 upvote
3 Replies
MDavison3
Participant
February 06, 2023
Thanks, Frank. We can auto generate the renewal deal and I think that makes the most sense. We'll leave the free trial as part of the sales pipelin...read more
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