Hubspot: calculate the number of deals by stage by sales rep

The Process

Try it For Yourself

Use Actiondesk to build a live dashboard that provides visibility into the number of deals per stage per sales representative. With Actiondesk, you can use the spreadsheet formulas and shortcuts you already know and love to build beautiful HubSpot reports and dashboards that update in real time. Gain greater insight into your sales funnel to make better data-driven decisions.

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The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your HubSpot data. Analyze it alongside data from other sources, and build custom HubSpot dashboards and reports.

View and organize your HubSpot data within a familiar spreadsheet interface.

Use the spreadsheet formulas and functions you already know and love — including calculated columns, lookup functions, and aggregation formulas. Plus, Actiondesk offers additional, more powerful features that help maximize your business intelligence.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within HubSpot are automatically reflected in your Actiondesk spreadsheet.

Save time to analyze your data and make better decisions for your business

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Our Use Cases

HubSpot

HubSpot: list and explore all your contacts

Get a better understanding of your leads by building a report with all your contacts that's easy to filter and sort.

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HubSpot

HubSpot: conversion rate analysis

Calculate conversion from signup to deal signed across any dimension you'd like (country, industry, deal owner, etc.).

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HubSpot

HubSpot: list and explore all open deals

Create a view of all your open deals that's easy to filter and sort.

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HubSpot

HubSpot: sales representative custom dashboard

Build a live dashboard with the number of deals per deal stage per sales representative.

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HubSpot

HubSpot: create custom funnel reports

For each month, calculate the # of contacts, deals, closed deals, lost deals, and lost and win rate.

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HubSpot