Track your sales team’s progress and performance with easy-to-access and accurate data insights.
Choose from dozens of pre-built reports or customize your own
Report on pipeline revenue and track target attainment
Monitor your team’s sales activities and unlock additional rep performance with deep coaching insights
Sales managers are expected to make convincing strategic decisions. That’s a tall order when your data is hiding in a spreadsheet somewhere — or worse, requires you to consult an admin or analyst just to make sense of it.
With HubSpot’s sales reporting software, insights are always at your fingertips. Easily and quickly create customizable and visual reports with deep sales analytics for real-time updates on your pipeline, team performance, deal status, prospecting touches and conversions, and more. AI-powered sales tools also help you generate report descriptions faster.
Have questions? Give us a call and we'll walk you through it.
+1 857-829-5060We’re getting greater insights into prospects and their behavior, which helps us prepare for meetings and get ahead of any issues that might be developing.
Become proficient in HubSpot’s reporting software and make confident data-driven decisions.
Learn how to create reports that help managers and reps better understand how they’re performing.
Use HubSpot's free reporting resources to learn how to forecast, calculate compensation, and more.
HubSpot’s sales reporting software provides sales teams with real-time performance metrics and customizable reports to track and analyze their sales processes. Because it’s deeply integrated into the HubSpot customer platform, it helps sales managers gain insight into their team's performance, identify trends, and make data-driven decisions.
Because of HubSpot’s unified and centralized Smart CRM, HubSpot’s reporting software makes generating accurate sales reports really simple and fast as it prevents sales teams from having to spend time manually collecting data from different sources.
Yes, there are many sales tools listed in the HubSpot App Marketplace that can integrate with the HubSpot customer platform. If their data is shared with HubSpot, our sales reporting software will empower sales teams to create reports with it.
Both the sales analytics tool and the report builder are essential parts of HubSpot’s reporting software. The sales analytics tool provides sales professionals with a one-stop shop for out-of-the-box sales reports. The report builder on the other hand lets sales professionals easily create their own reports from scratch.
Premium sales reporting functionality is available in Sales Hub. Explore additional Sales Hub features below.
Share a link with customers that lets them see when you're free and book meetings with you.
Track one-off emails to prospects. Receive real-time notifications when emails are opened or clicked.
Save and reuse your best performing emails, and share them with your team for a faster and more consistent way to communicate with prospects.
Build a library of sales documents that you can easily share with prospects.
Call prospects through VOIP from inside your HubSpot account. Calls can be recorded and auto-logged on the contact record for future reference.
Track prospects’ visits to your site in real time, determine which companies are the most engaged, and set up custom email notifications for your team.
Write one-to-one prospect emails, and schedule them for the right send and receipt time.
Connect HubSpot CRM to your Gmail or Outlook inbox to send email from the CRM, set up a shared team email account, and access dozens of other useful, time-saving tools.
Get powerful context about the people and companies you’re emailing, right inside your Gmail or Outlook inbox.
Create and share professional-looking quotes in just a few clicks.
Achieve total visibility into your sales metrics, with deep insights into your pipeline and a quick way to build more accurate forecasts, right out of the box.
Build a library of sales best practices and resources to share with your team.
Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.