Create custom funnel reports with your HubSpot data

What do I get out of it?

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

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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.

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For a step by step tutorial, watch the video.