Report monthly revenue sorted by different pipelines

[Robert_Ch]

Hi,

Is there any way to show a report of the total monthly revenue from closed deals sorted by different pipelines? Seems as a basic feature, yet I can't seem to find it? help

[edjusten]

Hi @Robert_Ch  You most likely will be able to build this report in the Reporting Add-On. You can sign up for a free trial and see a demo here.   

Thank you,

Ed Justen

[Robert_Ch]

this seemingly most basic of features is an add-on? 

[Robert_Ch]

I signed up for a demo and didn't receive a reply.

[edjusten]

Hi @Robert_Ch While there isn't a free default report that accomplishes the exact task you are seeking here, there are a few default reports that come close to provideing the information you seek. You can find all of your portal default reports here.

Check out the following default reports:

Deal Closed vs Goal: This report shows revenue from closed deals, compared to your team's quota or a custom goal. Find out more about setting the quota in the deal forecast here.

Deal Leaderboard: Use this report to see your sales reps ranked by the amount of recently closed deals. 

Thank you,

Ed Justen

[GenieMel]

I have been told by hubspot support that there is no way to report on MRR even though I have bought the reporting tool add on.  I am not sure why I have it if I can make unlimited dashboards but cannot do something as simple and as necessary as report on my reoccurring revenue.  I also think its weird considering Hubspot themselves are a SaaS business, you would think this would be the FIRST report they would provide