I need to create two reoprts, both covering the same topic but over different time periods - one covering 3 months, then 1 YTD. The information it needs to provide is deal related, but can a report show all of the following;
Enquiry numbers
Pending deals
Won deals
Lost deals
Thank you.
Hi @JSamuel85,
Here are the HubSpot built-in reports you can use:
Contacts created and worked totals with deals created and won totals: This report displays comprehensive data on contacts, including the number created, assigned to owners, and worked. It also covers new deals created and deals closed as won. I am assuming Enquiry Numbers as New Contacts or Deals which is covered in this one report.
Deal Status Breakdown: This report provides a detailed breakdown of deal statuses, showing the number of open, won, and lost deals within a specified time frame.
Please let me if that resolves your query.
