Create a single report to include number of calls made, demo meeting , signed quote

Smart CRM & Sales Hub Dashboards & Reporting
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1

Hi community,

Have you ever built a single report that includes all the items for the sales reps

- number of calls made,

- number of demo meetings ,

- number of signed quotes

- Number of close won deals

if yes could you share me the logic or format to built it. I am struggling to get them display together.

looking forward to hear from you

many thanks

himani

2

Hi @HGupta9,

It’s not possible to do this within one report, as the report would require multiple data sources (activities, quotes, deals) with different data points to be visualized. This can’t be done with just one report.

You would have to create a report for each object and place these reports next to each other on a dashboard. (This is best practice.) How to Create, Clone, Delete, and Manage Dashboards in HubSpot

Best regards!