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Sales Reports & Performance Management

Achieve total visibility into your sales metrics. HubSpot's sales reporting software gives you deep insights into your pipeline and a quick way to build more accurate forecasts, right out of the box. Reporting in HubSpot uses the data in your CRM so that reports are reflective of your sales process and give visibility into your pipeline’s performance. With HubSpot CRM reporting and sales tracking software, you’ll spend less time building reports in spreadsheets and more time accurately answering your business’s strategic questions.

Get to know the differences between HubSpot’s free out-of-the-box sales reports and the sales reporting available in Sales Hub Professional and Enterprise.

Out-of-the-Box Sales Reports You Can Start Using for Free

Get access to 90+ essential reports that help you get growing. Build up to three dashboards to keep track of the insights that matter most or choose from one of HubSpot’s dashboard templates. As your team starts using HubSpot CRM, your reports will give you data-rich insights that you’ll bookmark for making important decisions. Here’s a look at some of the reports you can start using for free:

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    Deal Forecast Reporting

    Understand how much revenue is on the line. These reports show you the amount of forecasted revenue by deal stage. You can easily filter your favorite reports to create a monthly sales report in a few taps.

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    Funnel Reports

    How are contacts moving through lifecycle stages? How are deals progressing? Tap into multiple types of funnel reports to better understand your sales team’s progress.

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    Sales Activity Reports

    Monitor sales team productivity and rep performance. Get the insights you need to better coach your team to success. For example, help your team improve their outreach with sales call reports.

Unlock The Power of Fully Customizable Sales Reports

For revenue operations leaders seeking more robust reporting, Sales Hub Professional and Enterprise lets you create fully customizable sales reports. Plus, access all-new sales analytics reports — an additional set of customizable, out-of-the-box reports that give you total visibility into the health of your business for complete peace of mind. Here’s a look at just a few of the sales analytics reports:

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    Stage Probability Weighted Forecast Report

    Understand the likelihood of reaching your sales goal for the month or quarter. See a total view or running view of how your forecast has changed over time. Sales forecast reports have never been easier to create.

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    Deal Pipeline Waterfall

    Ever wonder why your pipeline changes, but can’t quickly find the answer? With pipeline analytics, you can drill into the sum total of changes to deals in a given time period. For example, see a list of deals that had their amount decreased, or were pushed in a given time period. This can help you prioritize your sales team’s efforts.

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    Deal Change History Report

    Get an up to the minute feed of changes to deals in your pipeline. For example, find new deals that were created, closed dates that were pushed out, changes to deal amounts, and deals that have regressed to earlier pipeline stages. Think of the ways you can use this information to help your team work deals, or refocus their targeting.

Get better visibility into your pipeline now.

See HubSpot's sales reporting in action today.