creating a deal pipeline review for the team

Marketing & Content Hub Reporting & Analytics
1

Hi All,

I need your help please. My boss asked me to create a deal pipeline review for the sales team. Could you please help me how to start and how to create so i can give the best dashboard/report to my boss? Appreciate your help.

2

Hi @MGMU,

When you create a dashboard… How to Create, Clone, Delete, and Manage Dashboards in HubSpot

… there are various pre-made dashboards with reports:

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Dashboards can be easily filtered in their entirety by pipeline: Use dashboard filters

I would start with this (it’s very low calorie), wait for the feedback from your manager and then take it from there, removing reports, adjusting existing ones, creating additional ones.

Best regards

3

which one here is the best for deal pipeline review? which one can you suggest?

4

which one here is the best for deal pipeline review? which one can you suggest?

5

@MGMU I would start with “Sales Opportunity Review” but would suggest you check them all. They’re created within seconds and you can delete them if you don’t like them.

6

oh great. thanks a lot

7

which one here is the best for deal pipeline review? which one can you
suggest?

8

Hi MGMU! Don’t worry — creating a deal pipeline review can be simple. Here’s how to start:

  1. List your stages – e.g., Lead, Contacted, Proposal, Negotiation, Closed.
  2. Gather your deals – include deal name, value, stage, and expected close date.
  3. Use a dashboard tool – HubSpot, Salesforce, or Excel can work.
  4. Visualize the pipeline – use charts or tables to show how many deals are in each stage and their total value.
  5. Add key metrics – like total deals, total value, and average time in each stage.
  6. Keep it simple and clear – your boss should see progress at a glance.

Start with these basics, then you can improve the dashboard over time. It will make your sales review easy to understand.