How can I generate custom reports for quarterly sales metrics in Hubspot?

Step 1: Log in to Your HubSpot Account

• Navigate to the HubSpot homepage.
• Enter your login credentials and access your dashboard.

Step 2: Access the Reports Tool

• From the main navigation bar, hover over "Reports."
• From the dropdown, select "Reports Home."

Step 3: Create a New Custom Report

• Click on the "Create Custom Report" button.

Step 4: Choose a Report Type

• For sales metrics, you'll typically want to use "Single Object" reports.
• Select the "Deals" object to focus on sales metrics.

Step 5: Configure Your Data

• Under the "Data" section:
• Filter deals based on "Close Date" and set the range to the desired quarter.
• Select the metrics relevant to your report, like "Deal Amount," "Deal Stage," or "Associated Sales Rep."

Step 6: Choose the Visualization

• Depending on how you want to visualize your data, choose from the following:
• Bar chart
• Pie chart
• Summary
• Table
• Etc.

Step 7: Add Additional Filters (Optional)

• If you need more specific data, add filters such as:
• Deal source (e.g., email, web, referral)
• Associated team or sales rep
• Deal stage (e.g., prospecting, closed-won)

Step 8: Name and Save the Report

• Above the visualization, there's a field to name your report (e.g., "Q2 2023 Sales Metrics").
• Click the "Save" button.

Step 9: Review the Generated Report

• Once saved, the report will generate the data based on your specifications.
• Review the report to ensure accuracy and comprehensiveness.

Step 10: Customize Display Settings (Optional)

• Adjust colors, data labels, and any other visualization elements as necessary.
• Use the settings or gear icon, typically found at the top or side of the report.

Step 11: Add Report to Dashboard

• Click the "Add to Dashboard" button (usually represented as a dashboard icon).
• Choose which dashboard you'd like to add the report to, or create a new one.

Step 12: Export or Share the Report (Optional)

• If you need to share the report externally or want a physical copy:
• Click the "Actions" or "More" button (often represented as three dots).
• Choose "Export" or "Share" based on your needs.

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