topic Re: Report to calculate average deal size per month in Dashboards & Reporting

Report to calculate average deal size per month

Angelamr — Tue, 16 Jul 2019 10:48:24 GMT

Hi there,

It is possible to create a report on Hubspot that shows the average deal size?

If yes how can I create it?

I need a report with the average deal size per month since the beginning of the year. I found out how to do it with the old Hubspot interface, but is not clear to me how to do it with the new one.

Thanks

Angela

Re: Report to calculate average deal size per month

MikeLawson — Tue, 16 Jul 2019 12:59:27 GMT

@Angelamr

I think I can help you here!

There may be a canned report I am missing but I like to build custom ones, so click the create custom report.

Click single data button set then "Deals".

From there you will need to select deal properties to add to the report. For yours, you really only need amount and close date.

From there click on the visualize tab at the top of the page

You will then need to configure the type of chart you want and the displaying and measure by components.

Set it up like this

Make sure when you add amount property that you set it to "average" instead of total.

This should give you the chart you desire. If you want to filter down to only closed won deals there is a filter button in the top left where you can filter down by stage.

Let me know if this helps or if you need clarification!

Best,

Mike

Re: Report to calculate average deal size per month

ob241 — Thu, 09 Jun 2022 16:27:40 GMT

Hi there- is there a way for the report to pull the average across those months (i.e., a single, figure that represents "Average $ signed per month") rather than breaking it down per month?

Re: Report to calculate average deal size per month

KCoughlin-Tran — Tue, 06 Jun 2023 17:59:30 GMT

This helped me out a lot! Thank you! 😀