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MJohnson068
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Member since ‎Jul 8, 2024
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MJohnson068 on November 09, 2024
Incorrect activity assignment
hi there, I hope I can explain this clearly! I want to see how many emails my team have sent by team member to monitor activity levels. I opted to look at the activty report on sales analytics, and you can see the data I need - read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
MJohnson068 on October 07, 2024
Reporting annual ARR from Line Items
I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals. I have line items on that run 12 months from 1/07/23 on deal #1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k). Yet the report is still counting the read more
Reply Discussion Enterprise
1 upvote
3 Replies
MJohnson068
Participant
November 09, 2024
This is what I'm trying to ask. It seems though that hubspot doesn't have this funcitonality so we've made a workaround by calculating start and end ...read more
Solved
MJohnson068 on October 07, 2024
Reporting annual ARR from Line Items
I have a report which pulls Annual Recurring Revenue from Line Items on Closed deals. I have line items on that run 12 months from 1/07/23 on deal #1 (£57k) and 12 months from 01/07/24 on deal #2 (£57k). Yet the report is still counting the read more
Reply Discussion Enterprise
1 upvote
3 Replies
MJohnson068
Participant
November 09, 2024
This is what I'm trying to ask. It seems though that hubspot doesn't have this funcitonality so we've made a workaround by calculating start and end ...read more
Solved
MJohnson068 on August 18, 2024
Amend close date based on when a property was 'known'
Hi there! I have created a deal property that holds a monetary value. I want to automatically change the close date on a deal to the date that that value was added/'known'. I cannot seem to find a way to surface the date that a property was read more
Reply Discussion Deals Professional Workaround Workflows
0 upvote
5 Replies
MJohnson068
Participant
August 18, 2024
Did not realise you could do it by date of step! Thank you @franksteiner79 !
Solved
MJohnson068 on August 18, 2024
Amend close date based on when a property was 'known'
Hi there! I have created a deal property that holds a monetary value. I want to automatically change the close date on a deal to the date that that value was added/'known'. I cannot seem to find a way to surface the date that a property was read more
Reply Discussion Deals Professional Workaround Workflows
0 upvote
5 Replies
MJohnson068
Participant
August 18, 2024
Did not realise you could do it by date of step! Thank you @franksteiner79 !
Solved
MJohnson068 on August 18, 2024
Amend close date based on when a property was 'known'
Hi there! I have created a deal property that holds a monetary value. I want to automatically change the close date on a deal to the date that that value was added/'known'. I cannot seem to find a way to surface the date that a property was read more
Reply Discussion Deals Professional Workaround Workflows
0 upvote
5 Replies
MJohnson068
Participant
August 18, 2024
Did not realise you could do it by date of step! Thank you @franksteiner79 !
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