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Swevive
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Member since ‎Aug 1, 2023
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Swetha Vivekanandan

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Swevive on September 08, 2023
Recurring Revenue Deals, Upgrades, Downgrades, Churns, Renewals and Line Items
My company sells both recurring revenue items as well as one-time revenue items. A deal could have just recurring revenue line items, just one-time revenue line items or a combination of recurring and one-time revenue line items within one deal. Als read more
Reply Discussion RevOps SalesOps
0 upvote
1 Reply
DCockayne on February 21, 2022
Trying to report on Deal One-Time Subtotal
Its important that I can accurately report and forcast to the business the annual recurring values of the deal as well as the one-time values. The ARR is no problem at all but I cannot find a way of reporting the one-time subtotal from each deal. I read more
Reply Idea Deals Products and Quotes
6 upvotes
4 Replies
Swevive
Participant
September 07, 2023
Hi @ErikEliason . Thanks a lot for posting this. This is exactly what I'm looking for but I'm struggling to implement it because I do not have ARR...read more
KJansen3 on June 27, 2023
Deals value split in one-off and monthly revenue (SAAS)
As a SAAS company, we are working with one-off revenue (such as set-up costs) and monthly/recurring revenue (licence fee). Therefore we would like to split the one-off and recurring revenue in the deal overview in order to know if we can expect to a read more
Reply Discussion Deals
1 upvote
3 Replies
Swevive
Participant
September 07, 2023
Hi there. Could you kindly share the link to the idea you posted? I would like to upvote it.
YiRui_Chua on February 25, 2021
Flexibility to change line item currency in reports
Hi team! Suggesting this for a customer here: Currently, we are able to change the line item currency depending on the deal currency itself. But there will be occurences where we want to keep the deal in the local currency, but be able to sum up to read more
Reply Idea Dashboards & Reports
34 upvotes
22 Replies
Swevive
Participant
September 05, 2023
Without this, basic revenue reporting is not possible in Hubspot. Please pick this up on priority. I would not even call it a feature request - this ...read more
johreyes on January 13, 2023
Default Dashboard Filters for all Users
Hey, Filling this out for a user! We would like default dashboard filters to have the option to apply to all users. This will make things way easier.
Reply Idea Dashboards & Reports
3 upvotes
2 Replies
Swevive
Participant
August 21, 2023
Exactly. I as a super admin do not want to be manually updating these filters on every user's laptop.
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