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What are the types sales reports you can run in HubSpot?
Essential HubSpot sales reports to track performance, forecast revenue, and improve your sales process.
HubSpot’s sales reports help you track performance, monitor deals, and gain insights into your sales process. Whether you want to measure team activity, forecast revenue, or identify bottlenecks, the right report can make all the difference.
Key Sales Reports in HubSpot
1️⃣ Deal Forecast Report
Predicts future revenue based on your pipeline, deal stages, and historical trends. Great for setting sales targets and planning resources.
2️⃣ Sales Performance Report
Tracks sales activities like calls, emails, and meetings to measure how active and productive your team is.
3️⃣ Funnel Report
Shows how leads and deals move through your pipeline, helping you identify where prospects drop off and where you can improve conversion rates.
4️⃣ Win/Loss Report
Analyses the percentage of deals won vs. lost and provides insights into why deals aren’t closing.
5️⃣ Revenue Report
Breaks down total revenue generated over a specific period, helping you track sales growth and profitability.
6️⃣ Team Productivity Report
Compares individual rep performance, showing who’s closing the most deals and where coaching may be needed.
7️⃣ Activity Report
Summarizes emails, calls, meetings, and tasks logged by the sales team, ensuring accountability and follow-ups.
How to Access Sales Reports in HubSpot
- Go to Reports – Click Reports > Reports Library.
- Browse or Search – Choose from HubSpot’s pre-built sales reports or create a custom one.
- Filter Your Data – Select timeframes, teams, or pipelines to refine results.
- Save & Share – Save key reports for regular review and share them with your team.
💡Pro Tips for Using Sales Reports
✔ Review reports weekly – Stay on top of pipeline health and rep performance.
✔ Customise reports – Tailor them to match your sales goals and KPIs.
✔ Use insights to improve – Identify trends and adjust strategies to close more deals.
With the right sales reports, you can make data-driven decisions, improve your team’s efficiency, and drive more revenue. 🚀