# Please improve pipeline reporting **URL:** \ **Category:** HubSpot Ideas\ **Tags:** reports\ **Created:** [May 29, 2025, 8:49pm UTC](https://community.hubspot.com/t/please-improve-pipeline-reporting/133579 "2025-05-29T20:49:13Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![Melly2022](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/melly2022/32/81147_2.png) [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Post date:** [May 29, 2025, 8:49pm UTC](https://community.hubspot.com/t/please-improve-pipeline-reporting/133579/1 "2025-05-29T20:49:13Z")
It would be amazing to have more robust pipeline specific reports so we can report up to investors on monthly changes etc. There are some templates that get us mostly there but we can’t edit or clone and customize to personalize. ALSO - please make snapshots a thing across all reports! ---
**Author:** ![franksteiner79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/franksteiner79/32/34443_2.png) [@franksteiner79](https://community.hubspot.com/u/franksteiner79)\ **Post date:** [May 31, 2025, 1:18pm UTC](https://community.hubspot.com/t/please-improve-pipeline-reporting/133579/2 "2025-05-31T13:18:22Z")
Hi @Melly2022 It would be amazing if you could provide a bit more detail on: - What exactly do you mean by “more robust pipeline specific reports”. - What specific metrics or data points are you hoping to track or present to investors? - When you say “monthly changes,” are you referring to changes in deal volume, value, stage movement, close rates, or something else? - Which report templates are you using today that are _almost_ working — and what limitations are you running into when trying to customize them? - You also mentioned the ability to “clone and personalize” templates — can you describe what kind of edits or customizations would be most helpful for your reporting needs? As a fellow HubSpot user, I’ve found that the more detail and context people can provide - especially around what you’re trying to track, why it’s important, and where current tools fall short - the more likely it is that the product team or others here can offer helpful input or workarounds. Cheers Frank ---
**Author:** ![h-recker](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/h-recker/32/24717_2.png) [@h-recker](https://community.hubspot.com/u/h-recker)\ **Post date:** [June 2, 2025, 6:55pm UTC](https://community.hubspot.com/t/please-improve-pipeline-reporting/133579/3 "2025-06-02T18:55:55Z")
Because HubSpot offers so much, and everyone’s reporting needs are so different, HubSpot pushes the limits but it would be extremely difficult to support every report in a UI. A ton of our users come to us for more flexible reporting needs. [Coefficient offers a certified 2-way sync between HubSpot](https://ecosystem.hubspot.com/marketplace/apps/coefficient) and Google Sheets/Excel that allows our users to get more out of their HubSpot data. 1. **Customizable Reporting** : Once your data is in spreadsheets, you can create tailored reports that align precisely with your investors’ requirements. This includes the ability to track monthly changes, segment data by various dimensions (such as pipeline, deal stage, or owner), and apply custom calculations or visualizations. 2. **Historical Snapshots** : By scheduling regular data syncs (daily, weekly, or monthly) and snapshots on any data import, you can effectively create historical snapshots of your pipeline. This enables you to analyze trends over time, monitor growth, and identify areas for improvement. We actually have some great [dashboard templates](https://coefficient.io/dashboard-examples/hubspot) you can leverage. 3. **Live Dashboards** : Google Sheets visulizations can be embedded directly into a HubSpot dashboard, providing real-time insights without the need to switch between platforms. This ensures that your team has immediate access to the most up-to-date information directly in HubSpot even if it was built in your spreadsheet. 4. **Leverage Google Sheets visualizations in Slides.** You can also embed Google Sheets views directly in Slides and because they’ll be on a refresh schedule in your spreadsheet, you’ll just have to click Refresh on your Slides for them to stay up to date. This approach allows you to maintain the flexibility and depth of reporting required for investor communications while leveraging the convenience and integration of HubSpot’s CRM system. We recently had an interview with a power user of ours and he leverages Coefficient to solve for HubSpot reporting gaps. [Here’s a clip](https://www.youtube.com/watch?v=XHpAnVsQnUg). ---
**Author:** ![Melly2022](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/melly2022/32/81147_2.png) [@Melly2022](https://community.hubspot.com/u/Melly2022)\ **Post date:** [July 3, 2025, 8:12pm UTC](https://community.hubspot.com/t/please-improve-pipeline-reporting/133579/4 "2025-07-03T20:12:37Z")
Hi @franksteiner79 so sorry for my delay I didn’t get notified of your reply. I put a loom together to better explain the information here: [https://www.loom.com/share/462256f8dbf745509fabd4ad9a4325b2?sid=8a06d59b-007e-4e61-a3ab-b7d5b30d78d2](https://www.loom.com/share/462256f8dbf745509fabd4ad9a4325b2?sid=8a06d59b-007e-4e61-a3ab-b7d5b30d78d2) I am sure I am missing some important drill downs in other areas but this one is out biggest challenge (Specificially changes in deal amounts monthly \*insert agony\*. Eventually we will start wanting to looking at revenue drill downs, broken out by pipeline and agency I imagine. Thank you @h-recker we’re not looking to add any further services to our suite at this time.