Report to show closed sales revenue month-on-month

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一般投稿者 | Diamond Partner

Hi,

Can anyone detail how to create a report to show closed deal revenue month-on-month

Thanks in advance.

 

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コミュニティー ソート リーダー | Diamond Partner

Hi @luke-moagency 

 

Create  deal report filtered on close date (this year) and deal stage (any won), then display data from close date and amount. This will produce a bar report with close date and ammount shown. Here's an example from a test portal:

Report Builder   HubSpot.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
2件の返信
コミュニティー ソート リーダー | Diamond Partner

Hi @luke-moagency 

 

Create  deal report filtered on close date (this year) and deal stage (any won), then display data from close date and amount. This will produce a bar report with close date and ammount shown. Here's an example from a test portal:

Report Builder   HubSpot.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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一般投稿者 | Diamond Partner

Thanks Phil. Worked perfectly.