Get the most out of your lifecycle stages with your HubSpot data

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

What do I get out of it?

Have an always up-to-date view of your overall pipeline and each sales representative's pipeline.

How does it work?

  1. Import your deals from HubSpot in an Actiondesk sheet.
  2. Use the countifs function to count the # of deals for each sales rep and for each deal stage.

For a step by step tutorial, watch the video.