deal pipeline/funnel report

AdamSmith123 — Tue, 19 Jan 2021 03:27:40 GMT

I would like to create a report that only tracks our new business funnel/pipeline opportunities. This would be done on a project basis so will rely on a manual input of the deal. I have got to the point where I have created the deals and allocated the deal type as new business. I can then filter to get only the new business/projects on the deals page, but ideally i would like a dashboard report that reflects this. i also want to then drop this into my monthly board report.

Re: deal pipeline/funnel report

karstenkoehler — Tue, 19 Jan 2021 06:44:10 GMT

Hi @AdamSmith123,

What exactly do you want to show in the report? A list of deals from a pipeline created in the last month?

In the report library, you might find a template that works for you. Navigate to Menu > Reports > Reports, click Report library and type "Deals". Pick one and click Edit in builder. Once you're in the editor, under Filters (upper left), you can limit this report to only show data from a specific pipeline.

Hit Save and HubSpot should ask you where you want this new report to go. This is where you can select your monthly board.

(If the edit option is not available, then creating a custom report is not possible within your current HubSpot subscription.)

Hope this helps!

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deal pipeline/funnel report

Re: deal pipeline/funnel report