Weekly Sales Activity report

TVaz — Fri, 19 Jul 2024 09:02:10 GMT

Hi everyone,

I'm trying to put together a report to track the sales activity, particularly the number of deals won, deals lost, and new deals created each week. I've tried using a single object report, but I'm not making much progress. I'm also unsure which date fields to choose for deals won and lost—should it be date entered, date exited, or the latest time?

Thanks 🙂

Re: Weekly Sales Activity report

Lucila-Andimol — Fri, 19 Jul 2024 11:36:00 GMT

Hey @TVaz

Have you seen the standard Sales Dashboards that HubSpot has?

Deals won, Deals lost, Activity by owner/rep are included in most of them.

To see them Click to add/Create new dashboard

and take a look at this 3:

In the case that you want to create this reports yourself

for the activites you need a custom report with Deals and Activities

and then select the activities that you need to see

for example:

Hope this helps

topic Weekly Sales Activity report in Dashboards & Reporting

Weekly Sales Activity report

Re: Weekly Sales Activity report