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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
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
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
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
288 upvotes
132 Replies
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
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
0 upvote
3 Replies
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
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
0 upvote
3 Replies
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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