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ellejaeger
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Membro desde ‎set 10, 2018
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Lauren Jaeger

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JPaulsen on Junho 14, 2021
Increase the number of properties for each deal card.
We need to add more deal card properties in our Hubspot deal boards (up to six rows). Currently, we can choose only two properties, which is not as convenient for us. Now it looks like this: What we want to achieve is something like this (fil Leia mais
Responder Idéia Account Settings
82 avaliações positivas
19 Respostas
ellejaeger
Participante
Agosto 21, 2023
Upvote! We work off of two pipelines and when two separate teams are on the company record, it can be difficult to know which deal is active and your...Leia mais
JoeDavies on Setembro 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 Leia mais
Responder Idéia Dashboards & Reports Deals Products and Quotes Sales Reporting
166 avaliações positivas
59 Respostas
ellejaeger
Participante
Junho 29, 2023
HI ALL, see this HS update from last month. All are correct above that it is only optionally required upon deal creation; annoying for several reason...Leia mais
bcook on Setembro 26, 2018
Ability to create product groups/bundles/kits
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once Leia mais
Responder Idéia Products & Quotes
225 avaliações positivas
84 Respostas
ellejaeger
Participante
Abril 27, 2023
@ethankopit Any update here? We just did SO MUCH WORK on our library to have new leadership come in suggest we start bundling. But then I'll lose...Leia mais
SComeau on Janeiro 17, 2022
Annual Recurring Revenue Reporting/Revenue Analytics in HubSpot
Hello, We have a SaaS service that has monthly recurring revenue. We have two issues with the Revenue Analytics portion of HubSpot: 1. We can not base the revenue analytics on the "Start of billing date" which is crazy considering we can customize Leia mais
Responder Discussão Enterprise
24 avaliações positivas
7 Respostas
ellejaeger
Participante
Fevereiro 20, 2023
Also need the annual recurring revenue analytics option. We issue multi year contracts where each year is invoiced and paid up front (for each year),...Leia mais
JoeDavies on Setembro 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 Leia mais
Responder Idéia Dashboards & Reports Deals Products and Quotes Sales Reporting
166 avaliações positivas
59 Respostas
ellejaeger
Participante
Junho 29, 2023
HI ALL, see this HS update from last month. All are correct above that it is only optionally required upon deal creation; annoying for several reason...Leia mais
liangsj on Março 19, 2020
Save 'Team filter' View in Contact/Company Record's Timeline Activity Filters
Currently, one can select the timeline activity on a company record to filter the activities related to specific teams which is great. However, if one refreshes the page or goes to another record, the user would have to re-apply the same filter for Leia mais
Responder Idéia Contacts & Companies
12 avaliações positivas
5 Respostas
ellejaeger
Participante
Maio 12, 2021
Yes, making deal and company activity filters sticky (such as the teams filter) for the user would be very helpful hopping from deal to deal or comp...Leia mais
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