Hi,
I’m a super newbie in HubSpot and am building our Sales Pipeline Dashboard.
Within this dashboard, I want to have the report which shows me the amount of “closed won” deals vs. “closed lost” incl. revenue.
Can anyone help me out?
Thanks!
Hi @Semora,
Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @ElyshaShave @AM8 @AmyDwyer, do you have any thoughts on this?
Thanks!
Jess
Thanks!
Jess
Hi @Semora,
Not sure if this is exactly what you’re looking for but I was able to edit the Deals Total By Stage Report to show just Closed Lost and Closed Won. Unfortunately, my demo data didn’t have any Closed Lost so the graphic isn’t what you’re looking for, but if you have Closed Lost it would be a separate column.
This is how I did it.
Add Report > Deals > Deals Totals in Stages> Edit in Builder
I filtered by Deal Stage: Closed & Won
See the attached pics of the other settings I used.
Hope this helps. Please don’t hesitate to ask me if you have any other questions.
Kind Regards
Amy-Louise
Senior Business Analyst
I couldn’t find the deals part after the add report click!