Quick tipHow toSales Hub

Standard revenue reports to start with

Professional+ can customize them.

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Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB lists library reports such as Deal Closed vs Goal, Deal Forecast (amount times stage probability by owner), and Closed revenue by source, which only includes deals with associated contacts.

1. In HubSpot

The relevant screen in my demo portal.

Reports Create menu with Create report and Create report with AI highlighted
The Create menu.

2. Worth knowing

Source reports skip deals without contacts, so associate them.

3. Related

Deal revenue properties.

Sources

New field notes by email

One email when a new article publishes.

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