Report sales by state in the US

JBateman7 — Thu, 16 Mar 2023 09:45:22 GMT

Hi all!

I'm looking to provide our finance team with a report/list showing sales grouped by state.

We have a contact property called “IP state/region” which is a good starting point, but as I'm new to HS, I can't figure out what steps are required to create this report.

In my mind, the logical way of tracking this would be to sum all deals from contacts (that have at least reached a certain stage) split up by state/region.

While that sounds simple... trying to achieve this using the report builder is proving more difficult than expected.

How would you do it?

Re: Report sales by state in the US

jolle — Thu, 16 Mar 2023 15:05:04 GMT

Hey @JBateman7, thanks for reaching out! This is a great question.

You have two main options here:

Option 1: Use the custom report builder

Here is the official Knowledge Base Article from HubSpot on using the custom report builder. This tool lets you pull in multiple objects (contacts and deals in this case) and report on their properties accordingly. You could pull from the "State/Region" or "IP State/Region" property (whichever you feel is the most accurate) and then break that out by deals in at least a certain stage like you said.

Just be absolutely sure that you're using standardized "State" data. The default properties from HubSpot are single-line text, so the contact/user can enter any value (not just the state abbreviation). Definitely check out your contacts to make sure you are in fact storing state data in a standardized format (and you may need to share values between properties or gather this data).

Option 2: Store "State" data on the deal record

An alternative approach here is getting all of your data within one object (deals in this case) so that you can use a single-object report. This would likely require you to create a custom "State" property on the deal record. The reps could either fill in this information as they collect, or you could copy it over from associated contact/company records.

The same requirements for data standardization apply here, and you also need to be mindful of carrying over "State" values if you have multiple contacts/companies associated with a single deal.

Either way, you just need to get the full data in a standardized format and then decide where it makes the most sense for you and the team to track "State" moving forward.

Hope this helps get you started!!

topic Report sales by state in the US in Dashboards & Reporting

Report sales by state in the US

Re: Report sales by state in the US