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sklein
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Member since ‎Nov 30, 2018
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Scott Klein

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Solved
sklein on August 12, 2019
"New customer" report
Can anyone think of a way to ONLY show the first deal won by a new customer, without creating a new field saying "first deal" or similar? I'm trying to figure out the logic to include only the first deal closed per customer in a chart.
Reply Discussion
0 upvote
6 Replies
sklein
Participant
August 13, 2019
How can I do this by COMPANY? Count of contacts works as designed but my org deals with multiple contacts from the same company, and I want to treat...read more
Solved
sklein on August 12, 2019
"New customer" report
Can anyone think of a way to ONLY show the first deal won by a new customer, without creating a new field saying "first deal" or similar? I'm trying to figure out the logic to include only the first deal closed per customer in a chart.
Reply Discussion
0 upvote
6 Replies
sklein
Participant
August 13, 2019
How can I do this by COMPANY? Count of contacts works as designed but my org deals with multiple contacts from the same company, and I want to treat...read more
Solved
sklein on August 12, 2019
"New customer" report
Can anyone think of a way to ONLY show the first deal won by a new customer, without creating a new field saying "first deal" or similar? I'm trying to figure out the logic to include only the first deal closed per customer in a chart.
Reply Discussion
0 upvote
6 Replies
sklein
Participant
August 13, 2019
How can I do this by COMPANY? Count of contacts works as designed but my org deals with multiple contacts from the same company, and I want to treat...read more
Solved
sklein on August 12, 2019
"New customer" report
Can anyone think of a way to ONLY show the first deal won by a new customer, without creating a new field saying "first deal" or similar? I'm trying to figure out the logic to include only the first deal closed per customer in a chart.
Reply Discussion
0 upvote
6 Replies
sklein
Participant
August 13, 2019
How can I do this by COMPANY? Count of contacts works as designed but my org deals with multiple contacts from the same company, and I want to treat...read more
Solved
FWhite on October 19, 2018
Using Win Probability to Forecast Revenue
How can I use the win probability to forecast revenue for deals in Hubspot?
Reply Discussion
3 upvotes
4 Replies
sklein
Participant
July 01, 2019
The Deal Forecast widget doesn't appear to factor in the %? As an example: If I have 1 deal in Qualification stage (10%) for $100,000; 1 deal in P...read more
Solved
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Reply Discussion Sales Dashboard
6 upvotes
14 Replies
sklein
Participant
April 09, 2019
Thank you! that "should"work but my company has to buy the option for calculated fields, based on what the site is saying. Meeting with Sales rep in ...read more
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