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steinarslatten
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Member since ‎Mar 12, 2018
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  • solutions
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  • Replies
    4
  • Upvotes Given
    38
  • Upvotes Received
    158
  • Ideas
    3

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Steinar Slåtten

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Activity

cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1743 upvotes
530 Replies
steinarslatten
Participant
April 13, 2023
+ to being able to clone a deal. Our usecase is often that we have a large deal that we want to split into several smaller deals. It is very tedious ...read more
SamanthaA on September 04, 2020
Ability to exclude weekends or specific days from "time between" calculated properties
It would be excellent to have the ability to report on a "time between" calculated property that permits the exclusion of weekends or certain dates and times. For example, for the HubSpot default ticket property "Time to close," it would be ideal to read more
Reply Idea Contacts & Companies Dashboards & Reports Deals Tickets
209 upvotes
44 Replies
steinarslatten
Participant
April 12, 2023
+1 to this. Weekends are destroying our team's statistics, and there aren't any usable workarounds available.
liangsj on September 07, 2020
Set Monthly Goal for Bar/Column Charts in Reports
Hi Team (Submitting on behalf of Customer), Currently, for line graphs, we can add a monthly report goal but when I select bar or column chart, I can't add a point/line for a monthly report. Is it possible to have that for them too?
Reply Idea Sales Reporting
13 upvotes
4 Replies
steinarslatten
Participant
January 13, 2023
+1 to this. Was surprised to see that the report tool didn't have an option to just "add a monthly goal" as a simple line.
kevmckay on April 16, 2019
Edit Deal Entered Stage Dates
I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d read more
Reply Idea Deals Sales Reporting
77 upvotes
24 Replies
steinarslatten
Participant
November 01, 2022
Bumping this, extremely annoying for monthly reports etc when reps are one day too late.
TauriqS on March 11, 2020
Edit Columns in Summarized Reports
Hi, When clicking (drilling down) into a summarized report of any type (column, bar, summary, summarized data table, pie, etc.). The columns shown cannot be edited. It appears to be a default set of columns that cannot be changed in any way. read more
Reply Idea Sales Reporting
18 upvotes
7 Replies
steinarslatten
Participant
October 28, 2022
I just sent in a support ticket today about this, and was notified abous this post. Since we are able to edit the column order for normal reports...read more
Solved
John-Wick on January 21, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own read more
Reply Discussion Professional
17 upvotes
10 Replies
steinarslatten
Participant
October 07, 2022
+1 to this. We normally have 2-3 people working in different roles on a deal (owner, partner, support) and would like to give them a view where they ...read more
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