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DrewSlade
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Member since ‎Apr 21, 2023
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Drew Slade

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DrewSlade
Member
January 29, 2024
Reply to Multiyear Quote
We have the same issue we're looking elsewhere to fix. Our other idea was manual fields to be filled in, which just creates room for error. Its ...read more
Solved
DrewSlade on January 29, 2024
Best way to track our ACV with Hubspot's Quoting Tool (Current ACV isn't accurate)
Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's nat read more
Reply Discussion Platform RevOps SalesOps
1 upvote
2 Replies
DrewSlade
Member
January 19, 2024
Reply to Ability to Save Custom Report Filters
This would be huge. Building out custom reports in bulk for dashboards can be very tedious. When manually setting them up it allows for room for one ...read more
DrewSlade on August 21, 2023
View contacts from report breakdowns
When viewing a report and you can click on a breakdown to view the items in that segment, it would be very handy to be able to view them in the contact page so you can apply bulk actions to them vs having to export. Ex: If I have a report that sho read more
Reply Idea Contacts & Companies
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DrewSlade on May 17, 2023
How to have pro-rated line items that show correct MRR/ARR/TCV?
For context, we have a client who added on features to our product starting in June. They had their original contract started in January. We're pro-rating the addition so that they only pay from June to the end of the year. At the end of the year t read more
Reply Discussion Enterprise
3 upvotes
6 Replies
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