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MikeLawson
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Member since ‎Jun 4, 2019
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KinWa on July 10, 2018
Showing Sales Dashboard on a TV
Hi, Does anyone have any experience with showing the sales dashboard reports on a TV? Currently I am showing the reports via Chrome Cast, but I can only show 2 graphs at the same time without scrolling down. The ideal scenario would be able read more
Reply Discussion
1 upvote
4 Replies
MikeLawson
Contributor
December 02, 2019
@briansweat There is another option if you are not 100% sold on Revolver. Rekener (I work there) would also be able to help you display this...read more
Solved
ChrisTaylor on November 19, 2019
Can I total a Deals stage with a different property than "amount"?
Hi. I have created three numeric custom fields with my Deals pipeline. I would like to Total by at least one of those (would be ecstatic if all three) instead of "Amount". Is this possible? Thanks as always.
Reply Discussion Sales Dashboard
1 upvote
6 Replies
MikeLawson
Contributor
November 19, 2019
@ChrisTaylor I agree with the previous comments, you won't be able to do this calculation inside of Hubspot. If this is a large pain point...read more
Solved
MikeIvory on October 03, 2019
# of call attempts before connecting
Has anyone found a way to report on the number of calls attempted before the first call is connected? There is data out there that the average number of call attempts before connect is ___ but I'd like to see what that data is for my team. Thanks read more
Reply Discussion Calling
0 upvote
9 Replies
MikeLawson
Contributor
October 11, 2019
@MikeIvory Looks like you were able to find suitable workaround for your reporting needs. If you do decide down the road you need more ind...read more
Solved
bwillems on October 07, 2019
New pipeline versus new deal filter property?
Hi HS community, Can you give me advise? We have an EMEA region and US region. What would you advise; creating a new sales pipeline for US next to the one we have for EMEA; creating a 'region' deal property so we can filter in the p read more
Reply Discussion
0 upvote
3 Replies
MikeLawson
Contributor
October 07, 2019
@bwillems Since both pipelines have the same sales stages I would recommend creating a region deal property. It will make it easier to roll al...read more
Solved
NigelOC on September 04, 2019
Deal reporting - volume of units
Hi Guys, Wondering if you can help me correctly set updeal reporting that is efficient formy company's purposes. Specifically when reporting on a deal I wish to know not just the value of the deal but the amount of units that client has. read more
Reply Discussion Sales Dashboard
1 upvote
3 Replies
MikeLawson
Contributor
September 04, 2019
@NigelOC Here is the best help article for adding a custom property. https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-c...read more
Solved
NigelOC on September 04, 2019
Deal reporting - volume of units
Hi Guys, Wondering if you can help me correctly set updeal reporting that is efficient formy company's purposes. Specifically when reporting on a deal I wish to know not just the value of the deal but the amount of units that client has. read more
Reply Discussion Sales Dashboard
1 upvote
3 Replies
MikeLawson
Contributor
September 04, 2019
@NigelOC Here is the best help article for adding a custom property. https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-c...read more
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