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Plannuh_CEO
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Member since ‎Feb 25, 2019
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TGallagher39 on April 26, 2022
Detailed Budget Tracking
We create campaigns for events/tradeshows that we attend. It would be beneficial to be able to track more itemized costs associated with an event (campaign). Booth, giveaways, hotel, transportation, food, etc. That way, we can truly see the cost / l read more
Reply Idea Campaign
21 upvotes
3 Replies
Plannuh_CEO
Member
May 16, 2022
You should check out Plannuh - manages detailed budgets, tracks ROI, and is integrated with HubSpot. You can find it in the app directory here: http...read more
Plannuh_CEO on April 05, 2021
Rep Goal Over-assignment
When creating rep revenue goals, we would like to be able to create a team goal that is less than the sum of the underlying sales reps' individual goals. This will allow us to over-assign the company quota to the reps and still see a report on the d read more
Reply Idea Sales Reporting
0 upvote
0 Reply
Plannuh_CEO on February 02, 2021
Track weighted pipeline forecast comparison by quarter
The weighted pipeline forecast comparison is currently limited to a monthly view, and we forecast by quarter. I love this view, but really need it by quarter to be useful to us. I (the CEO) and my head of sales and marketing would like to be ab read more
Reply Idea Sales Reporting
6 upvotes
1 Reply
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