Sales by customers per month

[EXayavong]

Hi there, hoping someone can assist in helping me make a report in hubspot that would look like the below and also to view by company owners.

[karstenkoehler · Accepted solution]

Hi @EXayavong,

Happy to help.

Navigate to Menu > Reporting & Data > Reports > Create report > Custom report builder > Choose my own data sources > Primary data source: Company + Deals

Set up report like shown below:

(Close date and Amount are deal fields.)

Under Filter, limit the Close date to a certain time frame – especially when HubSpot says the table is too large to display.

Hope this helps!

[Lucila-Andimol · Accepted solution]

Hey @EXayavong 

To get that type of report

I'd suggest you set it up this way

Hope this helps

[karstenkoehler · Accepted solution]

Hi @EXayavong,

Happy to help.

Navigate to Menu > Reporting & Data > Reports > Create report > Custom report builder > Choose my own data sources > Primary data source: Company + Deals

Set up report like shown below:

(Close date and Amount are deal fields.)

Under Filter, limit the Close date to a certain time frame – especially when HubSpot says the table is too large to display.

Hope this helps!

[EXayavong]

Yes worked thank you, used a combination of both solutions