I would like to create a report where it will be easy to show Client / Companies and Deals created in a monthly structure. This report must show growth, health of business and help forecast needed numbers. TIA
Hi @jennygarcia,
Which subscription level are you on? It looks like you’re using either the free CRM or are on a Starter subscription.
The types of reports available to you can be found in the report library: Use a report from the report library
Custom report creation or forecasting require Professional or Enterprise subscriptions:
If you are on a Professional subscription, you would create separate reports for what you’re trying to visualize. The HubSpot custom report builder does not support including both information on closed deals and forecasting in a single report.
Let me know if you have any follow-up questions!