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sklein
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Mitglied seit ‎Nov 30, 2018
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Scott Klein

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Gelöst
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.
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0 Likes
6 Antworten
sklein
Teilnehmer/-in
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...Beitrag ansehen
Gelöst
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.
Antworten Diskussion
0 Likes
6 Antworten
sklein
Teilnehmer/-in
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...Beitrag ansehen
Gelöst
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.
Antworten Diskussion
0 Likes
6 Antworten
sklein
Teilnehmer/-in
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...Beitrag ansehen
Gelöst
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.
Antworten Diskussion
0 Likes
6 Antworten
sklein
Teilnehmer/-in
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...Beitrag ansehen
Gelöst
FWhite on Oktober 19, 2018
Using Win Probability to Forecast Revenue
How can I use the win probability to forecast revenue for deals in Hubspot?
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3 Likes
4 Antworten
sklein
Teilnehmer/-in
Juli 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 $100,000; 1 deal in P...Beitrag ansehen
Gelöst
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Antworten Diskussion Sales Dashboard
6 Likes
14 Antworten
sklein
Teilnehmer/-in
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 ...Beitrag ansehen
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