The HubSpot Sales and Marketing Reports You Really Need

We Offer 7 Automatic Reports In Our Standard Plan

We have the sales reports you crave delivered right to your inbox. Choose to receive updates on stagnant leads, deal changes, deal velocity and more. We make it easy for sales managers to get the data they need to grow their sales teams in the ways they know how.

Since our solution is a standalone integration, there’s no setup required within HubSpot. You simply need to login and get started.

HubSpot List Report

HubSpot List Report

Quite simply, this report takes contacts from a HubSpot List and sends them as an email as often as you need. You decide:

  • Which contact fields are in the report,
  • When it is sent,
  • If all contacts in the list or only new ones should be included,
  • Who it goes to (even outside your company)

If you need more than 11 field emailed then a spreadsheet will be attached to the email with the requested information.

Sales Pipeline Report

Sales Pipeline Change Report

The Sales Pipeline Activity report shows changes since the last time it was received, as well as a list of deals which have had no activity within a given timeframe. This tactical report eliminates the need for sales managers to manipulate spreadsheets to get the data they need. Sales managers can stop spending hours each week preparing data and instead use that time to coach and build up their team’s pipelines.

In case you still need to dive into the data deeper, we also attach the spreadsheet in the email. This is a tabular report of the sales pipeline broken down by quarter or month, in order to help sales leaders report their progress. We understand that each sales leader is unique, so we created a highly flexible report builder to reflect your individual method of management.

Pipeline Deal Velocity Report

Pipeline Deal Velocity Report

Our Pipeline Deal Velocity Report sends a regular email showing the top 10 deals with the highest velocity through the pipeline and the bottom 10 Deals with the slowest velocity through the Pipeline. Each deal is compared to the average for all the deals. Gain the knowledge you need to quickly step in and help reps pick up the speed of their deals so that you can hit your revenue targets.

Pipeline Deal Stage Velocity Report

Pipeline Deal Stage Velocity Report

Similar to our Pipeline Deal Velocity Report, our Pipeline Deal Stage Velocity Report sends a regular email showing the top 3 deals with the highest velocity through every stage of the pipeline and the bottom 3 deals with the slowest velocity through every stage of the pipeline. Each deal stage is compared to the average for all the deals for that stage.

Contact Engagement Report

See how engaged your HubSpot users are with your Contacts by tracking tasks, calls, emails and more.

Task Breakdown Report

The Task Breakdown Report sends an email report to any or all Sales Representatives which will show all their overdue Tasks and all their upcoming Tasks. The user can define how far in the past and how far in the future they want to see. There is a fully filterable spreadsheet attached to the email too.

Overdue Deal Report

Have a look at all your overdue deals within the number of days you choose (Up to 30 days) as well as all the deals closing within the number of days you choose (Up to 30 days forward) with this email report.

Start Your Monthly Reporting Subscription With A Free 3-Week Demo Today

We know you will love the flexibility and ease of getting the information you need from your HubSpot data, so give us a try at no cost to you.

Monthly Plan

$50/month

Includes all of our standard reports and dashboards.

Annual Plan

$495/year (17% Off)

Includes all of our standard reports and dashboards.