Need help with creating certain reports

[karstenkoehler]

Hi @ADyer234,

For your first report, there is a pre-made “Time spent in deal stage” report in the sales analytics: Create sales reports in the sales analytics suite

For the other two reports, you would use the HubSpot custom report builder: Create reports with the custom report builder

1. Select Companies OR Contacts as primary data source
2. Select Deals as additional data source
3. Select a table chart
4. Add a report filter for “Is closed won” = True

1. Drag and drop “Record ID” (from contact or company) and “Amount” (from the deal) into the table

2. Apply the Sum method to the deal “Amount” by clicking on the pencil ico
   

   

3. Click on the “Record ID” pencil to limit to top 10

1. Use the “Sort by” in the top right corner

1. Save report

Let me know if you have any follow-up questions!