topic Re: Sales by customers per month in Dashboards & Reporting

Sales by customers per month

EXayavong — Fri, 19 Jul 2024 03:07:59 GMT

Hi there, hoping someone can assist in helping me make a report in hubspot that would look like the below and also to view by company owners.

Re: Sales by customers per month

karstenkoehler — Fri, 19 Jul 2024 04:20:35 GMT

Hi @EXayavong,

Happy to help.

Navigate to Menu > Reporting & Data > Reports > Create report > Custom report builder > Choose my own data sources > Primary data source: Company + Deals

Set up report like shown below:

(Close date and Amount are deal fields.)

Under Filter, limit the Close date to a certain time frame – especially when HubSpot says the table is too large to display.

Hope this helps!

Re: Sales by customers per month

Lucila-Andimol — Fri, 19 Jul 2024 07:57:39 GMT

Hey @EXayavong

To get that type of report

I'd suggest you set it up this way

Hope this helps

Re: Sales by customers per month

EXayavong — Wed, 14 Aug 2024 17:27:45 GMT

Yes worked thank you, used a combination of both solutions