HubSpot: create custom funnel reports

The Process

Try it For Yourself

Forget third-party integration tools and complicated coding. Use Actiondesk to build custom HubSpot reports that illuminate what’s happening at every stage in your sales funnel. Simply import your HubSpot sales data into Actiondesk’s simple spreadsheet interface and get started. For each month, calculate the number of contacts, deals, closed deals, lost deals, plus the overall rate of deals lost vs. won.

Build your one-click report

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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Learn More

Our Use Cases

HubSpot

HubSpot: create a fully automated sales rep dashboard

Create a fully automated HubSpot sales rep dashboard to keep your objectives clear and your reps motivated.

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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

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: calculate the number of deals per stage per month

Understand how your sales pipeline behaves by calculating the number of deals per stage per month based on your HubSpot data.

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HubSpot

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

Build reports that help you understand the performance of each of your sales reps.

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HubSpot

HubSpot: list and explore all your companies

Get a better understanding of your companies by building a report that's easy to filter and sort.

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HubSpot

HubSpot: list and explore all your deals

Get a better understanding of your deals by building a report 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: 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: 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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