Create custom funnel reports with your HubSpot data

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

What do I get out of it?

Have an always up-to-date view of your funnel and its evolution over the past months.

How does it work?

  1. Import your deals and contacts data from HubSpot in an Actiondesk sheet.
  2. Add a calculated column to return the close month of each deal.
  3. Use the countifs function to count the # of contacts and deals for each month.

For a step by step tutorial, watch the video.