Use cases

Hubspot funnel analysis

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
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, see below video