Ready-made reports for HubSpot sales teams
Each one is shown on example data. Pick it, connect your HubSpot account, and it runs on your own pipeline.
Sales managers running the Monday pipeline review
Stale deals
Open deals nobody has touched, by rep and stage, before they rot the forecast.
Saves ~4 hrs/moSales leaders who want to know where the pipeline leaks
Deal stage funnel
Stage-to-stage and cumulative conversion, with the deals that skipped a stage counted in.
Saves ~3 hrs/moSales managers and RevOps who set the targets reps are measured against
Time in stage and sales cycle
How long deals really sit in each stage, and how long a sale takes, by pipeline and rep.
Saves ~3 hrs/moSales leaders and founders deciding what to fix first
Closed lost reasons
Why deals died last month, all reasons on one page, with the money behind each.
Saves ~2 hrs/moManagers who want to trust the activity number before they act on it
Sales rep activity
Calls, emails, meetings, tasks and notes per rep, with the detail behind every count.
Saves ~4 hrs/mo