Need help with creating certain reports

[ADyer234]

Hello,

I am in need of creating the following reports, but I am unsure how to do so in HubSpot;

Time taken to reach a certain deal stage

Top 10 companies (based on revenue)

Top 10 contacts (based on revenue)

Can anyone help?

[karstenkoehler · Accepted solution]

Hi @ADyer234,

For your first report, there is a pre-made "Time spent in deal stage" report in the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-in-the-sales-analytics-suite

For the other two reports, you would use the HubSpot custom report builder: https://knowledge.hubspot.com/reports/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
   
5. Drag and drop "Record ID" (from contact or company) and "Amount" (from the deal) into the table
6. Apply the Sum method to the deal "Amount" by clicking on the pencil ico
7. Click on the "Record ID" pencil to limit to top 10
   
8. Use the "Sort by" in the top right corner
   
9. Save report

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

[ADyer234]

Thank you that has been really helpful!!

For the first report, the pre-made report shows it by each deal stage. I want to see how long it took from the initial opening of the deal to a specific stage in the deal journey. I don't need it by each stage. For example, from deal creation to proposal (which is technically stage 4 in the process).

Hope that makes sense!

[karstenkoehler · Accepted solution]

@ADyer234 you can use a calculation property (duration between) for that: https://knowledge.hubspot.com/properties/create-calculation-properties

Once it's set up, create a custom report, use the KPI visualization (the "1" inside a small circle) and apply a Median or Average as a method 🙂

[karstenkoehler · Accepted solution]

Hi @ADyer234,

For your first report, there is a pre-made "Time spent in deal stage" report in the sales analytics: https://knowledge.hubspot.com/reports/create-sales-reports-in-the-sales-analytics-suite

For the other two reports, you would use the HubSpot custom report builder: https://knowledge.hubspot.com/reports/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
   
5. Drag and drop "Record ID" (from contact or company) and "Amount" (from the deal) into the table
6. Apply the Sum method to the deal "Amount" by clicking on the pencil ico
7. Click on the "Record ID" pencil to limit to top 10
   
8. Use the "Sort by" in the top right corner
   
9. Save report

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