Create a monthly report to track our revenue goals

[Saassolution]

Hello, 

I am looking to build a report to track progress against our revenue goals, specifically focusing on new deals and renewals expansions.

The key metrics we want to monitor include: Expected Revenue; Probability; Closing Date; Deal Amount

Can someone help me in this is urgent.

[Crystal_Hopper · Accepted solution]

Hi @Saassolution !

Below is just a few of the Sales reports that are native to Hubspot when you go to build a report. Any report can then be added to a Dashboard to build a fuller picture. I believe this is what you're looking to do. 

Go to Reporting, Reports, Create Report, then search for the Sales reports to get started. If you have questions about specific metrics or data points, please let us know and we'll help.