Custom Report

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SThompson7
Contributor

Hi,

 Is there a way to create a custom report that shows:

Company owner

Total sales revenue 2020 

Total sum of all deals

what percentage of sales came from deals

 

thanks

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @SThompson7,

 

It's not possible to visualize all of this information within one report, but you could create multiple reports.

 

Company owner <> Total sales revenue 2020

 

Is there a reason why you're distinguishing between company owner and rep in general? If not, you could use a report from the report library (Menu > Reports > Reports > Report library) for this, "Deal leaderboard - amount closed by rep", hover your mouse over it, click Edit in builder and specify your desired timeframe under Filters on the upper right.

 

Total sum of all deals

 

You could use the template "Deal closed totals vs. goal" from the report library for this. Does that work?

 

what percentage of sales came from deals

 

What do you mean with "what percentage fo sales came from deals" – what other paths could sales (= revenue?) take in your portal?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

Hi @SThompson7,

 

It's not possible to visualize all of this information within one report, but you could create multiple reports.

 

Company owner <> Total sales revenue 2020

 

Is there a reason why you're distinguishing between company owner and rep in general? If not, you could use a report from the report library (Menu > Reports > Reports > Report library) for this, "Deal leaderboard - amount closed by rep", hover your mouse over it, click Edit in builder and specify your desired timeframe under Filters on the upper right.

 

Total sum of all deals

 

You could use the template "Deal closed totals vs. goal" from the report library for this. Does that work?

 

what percentage of sales came from deals

 

What do you mean with "what percentage fo sales came from deals" – what other paths could sales (= revenue?) take in your portal?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

SThompson7
Contributor

Thank you.  Some of our sales are direct sales that we don't create deals for.

0 Upvotes
karstenkoehler
Hall of Famer

Hi @SThompson7,

 

Where do you store the information about these direct sales?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

SThompson7
Contributor

On the Companies 

0 Upvotes