Report monthly revenue sorted by different pipelines

Robert_Ch
Participant

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

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edjusten
HubSpot Employee

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


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Robert_Ch
Participant

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

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Robert_Ch
Participant

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

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edjusten
HubSpot Employee

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


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GenieMel
Participant

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 

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