Member since ‎Jul 13, 2023
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Trish Delude

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JMaylandOlsen on April 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more
47 Replies
September 28, 2023
Our sales team works as a TEAM. Imporant for our business to be able to report on both indivual and team sales goals.
meganocolford on October 18, 2019
We change Contact Owners as Contacts move through our Sales funnel. This means that at the point where the contact changes owner, there is no way for me to see reports based on how many of each owner's contacts are making this shift. It would be gr read more
35 Replies
September 25, 2023
Calculating our GDR (gross dollar retention) we need to know a company’s ARR as it was 365 days ago.
abpe on June 18, 2020
Does anyone know how likelihood to close is calculated? This would be helpful in terms of deciding how useful of a property it is to use. Thanks!
5 Replies
September 05, 2023
" the input[s]... of the model are known" is not accurate. HS should publish which " certain contact properties and activities " impact the output more
TDelude on August 29, 2023
Would love to do some math on the back of the Workflow "Copy Property" function. Use Case: Renewal Automation The renewal deal's "Agreement Start Date" property is a copy of the original deal's "Agrement End Date" property. However, it shou read more
TDelude on August 29, 2023
I'd like to create a Deal property that automatically populates a Year (not full date). My use case is related to Renewals automation. When a "New Busienss" deal closes, we immediately create the renewal via Workflows. The naming convention read more
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