Dashboards & Reporting

ONightingale
Member

Reporting

SOLVE

A sales colleague of mine asked if it's possible to set up a sales report dashboard showing only activity for q4 - qualified leads, nurturing leads, proposal sent, contracting, closed won and closed lost. would it be also possible to set up one for Q1 (2023) activity?

 

I'm pretty certain it is but would appreciate a 2nd opinion 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reporting

SOLVE

Hi @ONightingale,

 

Yes, generally reports and dashboards can be filtered by the dates used in those reports. For example, at the top of a default Sales dashboard in HubSpot, you can click Filter dashboard and select a Date range. With maybe a few exceptions (none of which come to mind), you should be able to filter all of your reports like that.

 

karstenkoehler_0-1663908877362.png

 

And generally yes, if you create reports from scratch, you have full flexibility over the date ranges for deals and activities.

 

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

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reporting

SOLVE

Hi @ONightingale,

 

Yes, generally reports and dashboards can be filtered by the dates used in those reports. For example, at the top of a default Sales dashboard in HubSpot, you can click Filter dashboard and select a Date range. With maybe a few exceptions (none of which come to mind), you should be able to filter all of your reports like that.

 

karstenkoehler_0-1663908877362.png

 

And generally yes, if you create reports from scratch, you have full flexibility over the date ranges for deals and activities.

 

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

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

JSevern
Member

Reporting

SOLVE

Have you checked out Kluster? That's probably your easiest bet here 🙂  - https://ecosystem.hubspot.com/marketplace/apps/sales/crm/kluster-184306

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