Dashboards & Reporting

Dziugas
Member

Revenue pipeline graph per salesperson

SOLVE

Hey HS community!

 

I'm struggling to create a report and was wondering if anyone has attempted to do something similar.

 

I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperson on the team. 

 

Is there a way to create report with a total value of deals that are under ownership of a Salesperson X that are due to close each month, and then it would be displayed with a graph over time?  

 

For context, the goal here is to be able to predict which salespeople will have the lowest revenue pipeline in say 3 months time. 

 

Thank you!

 

 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Revenue pipeline graph per salesperson

SOLVE

Hi @Dziugas 

 

Have you tried something like this: 

 

Report-Builder-HubSpot.png

 

A report showing deal amount by close date (non-cumulative) can be filtered by owner, pipeline and timeframe. 


Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Revenue pipeline graph per salesperson

SOLVE

Hi @Dziugas 

 

Have you tried something like this: 

 

Report-Builder-HubSpot.png

 

A report showing deal amount by close date (non-cumulative) can be filtered by owner, pipeline and timeframe. 


Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies
Dziugas
Member

Revenue pipeline graph per salesperson

SOLVE

Yup! Had to wiggle it a little based on how data is input in my org, but this worked out beautifully. Thanks so much!