RevOps & Operations Hub

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    • Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. We sell Monthly contracts you can cancel at any time which makes tracking the above hard. If anyone else has tackled a simliar situation let me know! Happy to look into other tech stacks etc. ...read more
    • Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/month $49/month x 12 months = $588 that is billed and paid upfront. For accounting purposes, we mark any unearned service revenue as deferred revenue throughout the length of the contract, and earned revenue as recognized ...read more
    • Does anyone know how I can fix my report to ensure that it's showing all deals in Discovery Completed per month even if it moves to another stage in that same month or moves to Closed Lost. I am trying to track each sales rep's activity and goals for total Discovery Completed in that month regardless if it has additional movement in that same month. For example, Lays had a discovery completed for American Tire Distributors on January 22 and ...read more
    • Hello, I created a workflow that checks: if a contact ever had a meeting booked? (regardless of the outcome) The date of the first meeting that was actually held with the contact (outcome = Completed) It has this custom code action: from datetime import datetime import logging def main(event): # Initialize placeholders has_meetings_booked = False first_meeting_date = None # ...read more
    • I am trying to update a deal close date to a date in the future (e.g. last day of the month) once it has gone past the close date and the deal is still open. This will help in forecasting numbers. We have operations hub and I think this should be possible by using custom code but I can't get it to work. Anyone know how? ...read more

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maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
19 upvotes
142 Replies
Member
February 02, 2025
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...read more
DianaGomez on May 10, 2024
Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b read more
9 upvotes
2 Replies
HubSpot Employee
June 10, 2024
Hi Tayo, Great question here, and our apologies for not getting to it any sooner. The Clearbit Platform has a ton of free features and ...read more
TOffen on February 06, 2025
Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. W read more
0 upvote
1 Reply
Community Manager
February 07, 2025
Hi @TOffen , Thanks for reaching out to the Community! I came across a question that's really similar to yours in another thread, and ...read more
AGeorge024 on January 31, 2025
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Community Manager
January 31, 2025
Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
JJ08 on January 30, 2025
Hello, HubSpot Community! We are trying to use the default Deal Push Rate that HubSpot provides in Reporting → Analytics Suite → Sales → Deals → Deal Push Rate and integrate this percentage into a custom report . Our Goal: We want read more
0 upvote
2 Replies
Participant
February 02, 2025
Hi Pam, Thank you for your reply. Do you have a formula template or anything similar that can help us get started or that we can benchmark?
JPadgett7 on January 29, 2025
Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/month $49/month x 12 month read more
0 upvote
1 Reply
Community Manager
January 30, 2025
Hi @JPadgett7 , Thanks for reaching out to the Community! I’d like to invite our experts to join this conversation to see if they’ve w...read more
DavidVillalona on January 29, 2025
Hi all, What would be the best practice for determining the deal amount based on a subscription that was initially agreed upon as 6 payments of $1,000 per month but ended at month 4 due to cancellation? Normally, we would close this deal at $6,0 read more
0 upvote
1 Reply
Participant
January 29, 2025
Hi JosueVillalona , It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed ...read more
AD71 on January 29, 2025
Hello all, we have a problem with some of our users: mails are not tracked, logged, and assigned to the corresponding contact in HubSpot. The setup is as follows: 1. we uploaded the contacts to our CRM 2. our hubspot has a few users registe read more
0 upvote
1 Reply
Participant
January 29, 2025
Hi AD71 , It seems emails sent via Woodpecker aren’t logging in HubSpot due to unregistered aliases/domains. HubSpot typically tracks emails onl...read more
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