topic Re: How Can I create a report of all companies with closed won deals? in Dashboards & Reporting

How Can I create a report of all companies with closed won deals?

Msong4u — Sat, 04 Feb 2023 19:24:29 GMT

Hi. I just took over the operation of Hubspot from another person. It is a mess. I need to quickly figure out which companies had a closed won deal in the last year.

That way, I can bring up a report showing all the current clients and target them first as it is always easier to sell to an existing client vs. a non existing client. I have the data in quickbooks, but want to tie it into a dashboard and report.

Re: How Can I create a report of all companies with closed won deals?

franksteiner79 — Sun, 05 Feb 2023 05:17:45 GMT

Hi @Msong4u

There is a pre built report in HubSpot called "Closed revenue by month with deal total and closed revenue breakdown", which should be a good starting point to customise. Alternatively you can built your own custom report with using deal and company objects, a closed date filter (last year or last 12 months) and closed won deal stage filter and then play around with the chart options.

I hope that helps.

Frank

Re: How Can I create a report of all companies with closed won deals?

SNigam — Sun, 05 Feb 2023 15:33:18 GMT

Hello @Msong4u ,

So I suggest to create a custom report in just few steps,

Choose objects deals, companies
Add filter of 'deal stage' as 'All Closed Won'
Add other columns according to you like company name or count of companies

I hope this helps you.

Shubham Nigam

Connect me on Linkedin