KrHansen

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Activity

JoeDavies on September 24, 2021

Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]

As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more

Reply Idea Dashboards & Reports Deals Products and Quotes Sales Reporting

193 upvotes

71 Replies

KrHansen

Participant

September 11, 2024

Would have expected this to be a feature by now. Hope to see it in development soon, as requiring a line item at a certain deal stage + having differ...read more

Johannakata on April 29, 2020

NPS analysis to Dashboard

I have a couple of NPS surveys set up in Hubspot and I am asked to provide analysis across the different NPS surveys to different teams. I am able to set up a Report which combines the NPS feedbacks received with filtering for certain Company o read more

Reply Idea Feedback Surveys

94 upvotes

24 Replies

KrHansen

Participant

May 02, 2024

@AnouarDak , thank you for a detailed description! Will this work retroactively as well, or only for surveys submitted after the properties have bee...read more

CArcher on August 25, 2021

Include All Pipelines Option in Historical Snapshots Report

The Historical Snapshots report is very helpful for determining how our pipeline has changed month-to-month. The only limitation is that you can't view all your pipelines, in aggregate, in one Historical Snapshot report. We have multiple (5) pipelin read more

Reply Idea Analytics Tools Dashboards & Reports Deals Sales Reporting

42 upvotes

13 Replies

KrHansen

Participant

March 04, 2024

@mollyeyoung , not ideal but I have tested this and it works for the sole purpose of creating these reports: - Create a separate pipeline for a...read more

clmthaz on July 24, 2023

Define a different default currency for each pipeline

We work with different currencies in our account, the euro being the default currency. We also have different pipelines, some of which we work on dollar-only deals. It would be easier to set up the default dollar on this pipeline, rather than the read more

Reply Idea Deals Properties

19 upvotes

7 Replies

KrHansen

Participant

February 23, 2024

Hoping to see this in the very near future, it creates a lot of friction that it is not possible to set a default for each pipeline.

AsafBlasberg on September 28, 2023

New Outlook Version

Hello, There is a new Outlook client for Windows, but it no longer supports COM Plug-ins; only these new Web "add-ins." Will HubSpot eventually support the new Outlook client?

Reply Discussion Free

15 upvotes

18 Replies

KrHansen

Participant

February 01, 2024

Any news on this?

BLloyd on June 18, 2021

Limit which users can see account and billing banner notifications

I believe that certain notifications such as billing and account status information (i.e. a notification banner that states "You've used __% of your Marketing Contacts tier" or a banner that states "You've spent $___ out of $30,000 on ads across yo read more

Reply Idea User Notifications

14 upvotes

6 Replies

KrHansen

Participant

January 25, 2024

Agree, this causes unnecessary confusion, and should not be visible to users without billing access or superadmin role. At least add the option to...read more

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