Do you want to view all the revenue you’re generating and where it’s coming from in one report? With HubSpot’s custom report builder, you can report on revenue and gather all the key insights you need.
In this video, we’ll show you how to create a report in HubSpot’s custom report builder.
In this video we’ll cover:
- Adding filters to your revenue report in HubSpot
- How to include where revenue is coming from in your HubSpot custom report
- How to change the display type of your custom report in HubSpot
00:00 Introduction
00:27 Three Ways to Create Reports in HubSpot
00:44 HubSpot Custom Report Builder
01:04 Adding Filters to HubSpot Custom Reports
01:40 View Revenue in HubSpot with Custom Reports
02:25 Find Sources of Revenue with HubSpot Custom Reports
03:22 View Number of Deals Won in HubSpot with Custom Reports
03:49 Naming Your Report in HubSpot Custom Reports Builder
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke (https://twitter.com/alischwanke)
🙎🏼♂️ Tyler Sprunk (https://twitter.com/getsprunk)
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💬QUESTIONS OR FEEDBACK?
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