April 29, 2024

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

Hubspot logo

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.