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MattD
Participant
Membre depuis ‎août 7, 2018
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  • Mentions J'aime obtenues
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Mmccarthy le Février 27, 2020
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
212 Mentions J'aime
58 Réponses
Participant
Mai 13, 2022
This would ineed be very handy. As an example we do a lot of pipeline reporting and we need a deal stage filter
SLoo le Janvier 26, 2022
Hi team, Following the thread on entitled "Is there a way to customize the default filters showing at the top of the contacts page" -- it would be great if customers can also have this for the deal dashboard. Appreciate your consideration!
3 Mentions J'aime
1 Réponse
Participant
Mai 13, 2022
Gets my vote. I was asked if we can add deal stage as core dashboard filter.
Geo le Février 12, 2019
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Lire la suite
142 Mentions J'aime
81 Réponses
Participant
Mai 12, 2022
@ethankopit Ideally there needs to be deal property(s) that reflect the total margin of the deal . All the stakeholders I have are begging for marg...Lire la suite
Résolues
MattD le Avril 06, 2022
Hi, before I jump into Hubspot and start creating random new properties like a bulgy-eyed Chihuahua I would like to get some community thought on it to see if there is a more elegant solution. In my line of work (telecoms) bigger deals often have a Lire la suite
0 Mention J'aime
1 Réponse
Résolues
MattD le Janvier 17, 2022
Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u Lire la suite
0 Mention J'aime
3 Réponses
Participant
Janvier 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
Résolues
MattD le Janvier 17, 2022
Hi, I have a few hundred contacts that have a use by date and I wanted to set something to let me know when that use by date is up without flooding my inbox with notifcations. I have a contact date property called Data Expiration. I wanted to set u Lire la suite
0 Mention J'aime
3 Réponses
Participant
Janvier 17, 2022
@karstenkoehler I thought as much, the report idea is perfect, thank you.
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