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KellieM
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Member since ‎Nov 22, 2018
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Kellie Millard

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KellieM
Participant
March 17, 2025
Reply to Snapshot Pipeline reporting - deal count (not amount in currency)
Thanks but that’s not quite the ask - whilst it’s good to know what was created / won/ closed what I am looking for is the value of the pipeline as a ...read more
KellieM
Participant
March 14, 2025
Reply to Snapshot Pipeline reporting - deal count (not amount in currency)
Thanks Jim - is this the snapshot of what was in the pipeline on a given date or what was created in the month?
KellieM
Participant
March 14, 2025
Reply to Snapshot Pipeline reporting - deal count (not amount in currency)
Would be great if you have a solution - Hubspot support didnt think it was possible
KellieM on March 13, 2025
Snapshot Pipeline reporting - deal count (not amount in currency)
I have a use case where i want to be able to track, over time, how our pipeline changes. I know there is a Hubspot report that tracks the monthly snapshot of the pipleine value and we find this incredibly useful but I am really interested in underst read more
Reply Idea Dashboards & Reports
0 upvote
5 Replies
KellieM on January 22, 2025
Gong/ Hubspot - Duplicate meetings - how to merge?
We have recently enabled Gong with our hubspot instance but now find we have duplicate meeting entries which is not only confusing when reading through the activity against an account but also means our reporting in terms of meeting activity is doub read more
Reply Discussion Integrations Meetings
0 upvote
1 Reply
KellieM
Participant
November 27, 2024
Reply to Customize the Prospecting Workspace
Definately agree! One-size fits all doesnt really work here - prospecting means different things depending on the team doing it!
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