We have a Sales & Marketing Hub Professional subscription.
I am looking to create reports that provide weekly updates of our sales to the Heads of the business. We currently have three deal pipelines that can feed in to this report. I need help with the design of the report as this will be the first I have created.
Hi @JSamuel85,
Happy to assist here. What exactly do you want to create a report for, what would you want to visualize? Can you explain in more detail what should be on the x-axis, the y-axis etc? If it should be a table, what should be the rows and columns?
Best regards
Hi, thanks for your reply, I just need to find out from the requestor what information they want, s I will be in contact.
Hi @JSamuel85,
Once you do, feel free to share the details here.
Here are some resources to get you started:
Best regards!
Hey @JSamuel85
you can create a dashboard and automate the weekly email sending
to the managers.
To build the dashboard you can use the report templates in HubSpot
or you can ask for help here (o even get coaching or guidance for some of the Partner experts)
hope this helps