Feb 4, 2023 2:24 PM
Hi. I just took over the operation of Hubspot from another person. It is a mess. I need to quickly figure out which companies had a closed won deal in the last year.
That way, I can bring up a report showing all the current clients and target them first as it is always easier to sell to an existing client vs. a non existing client. I have the data in quickbooks, but want to tie it into a dashboard and report.
Feb 5, 2023 10:33 AM
Hello @Msong4u ,
So I suggest to create a custom report in just few steps,
I hope this helps you.
Shubham Nigam
Feb 5, 2023 12:17 AM
Hi @Msong4u
There is a pre built report in HubSpot called "Closed revenue by month with deal total and closed revenue breakdown", which should be a good starting point to customise. Alternatively you can built your own custom report with using deal and company objects, a closed date filter (last year or last 12 months) and closed won deal stage filter and then play around with the chart options.
I hope that helps.
Frank
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