If you're working in sales or marketing and wondering how to create sales reports in HubSpot that actually give you clarity and results, you're not alone.
There are many managers, account representatives, marketing experts, and stakeholders out there, and they go through the same predicament.
How do we know that?
Good question.
At Pixcell, we are often asked different questions about all sorts of angles that are associated with sales professional reporting, HubSpot, the best approach to sales reporting in HubSpot, and many other things that hinge on perfection.
Although we do respond to such queries on one-on-one online meetings and through detailed emails, we decided to fill you in on everything there is to know about sales reporting in HubSpot through a dedicated write-up.
Moving on, with so many tools and dashboards, it's easy to miss some of the most powerful capabilities that HubSpot has tucked away in its reporting suite.
So, how do you make sense of it all? And more importantly, how do you create sales reports in HubSpot that actually help your team hit its goals?
As mentioned a bit earlier, this in-depth overview will walk you through all the essentials of HubSpot sales and marketing reporting.
Be ready to expect multiple aspects, such as, but not limited to: how to pull sales cycle reports in HubSpot, to tips on finding HubSpot sales report templates and customizing them to your needs, everything is broken down step by step.
In addition to the aforementioned approach of educating you, we’ll also talk through sales CRM pipeline reports, sales funnel metrics, and what the best HubSpot sales reports are for managers, strategists, and sales pros.
Sales reporting in HubSpot isn’t just about pulling numbers for a weekly team meeting.
The real purpose is to understand performance patterns, spot bottlenecks in your pipeline, and make decisions based on real historical data, not hunches.
Your team’s success depends on knowing how to see your month’s sales report in HubSpot, how to measure sales cycle length, and how to assess conversion rates across different deal stages. Without that, you’re guessing.
If you're new to this, the first step is to get comfortable with the types of HubSpot reports for sales that already exist in your account. Start with pre-built dashboards like:
These reports give you a foundational understanding. From there, you can begin customizing dashboards and learning how to create sales reports in HubSpot tailored to your KPIs.
Templates are your friend.
HubSpot includes a wide range of ready-made templates that cover everything from email engagement to full-funnel performance. For sales-focused teams, some of the most impactful include:
You can take these templates and personalize them based on your unique pipeline stages, custom properties, or team structure.
You can find out all the important details on these HubSpot Sales Reports templates and tons of other stuff at our website.
Understanding your sales cycle is critical to identifying how long it actually takes for leads to close. HubSpot allows you to create a HubSpot report on sales cycle length with a few simple filters:
With this, you’ll be able to answer questions like: How long is your average sales cycle? Are certain reps or products slower to close?
This report is a game-changer for sales professionals and managers trying to speed up pipeline velocity.
Looking to check in on performance this month? HubSpot makes it simple to pull a snapshot of your monthly numbers.
To see your month’s sales report in HubSpot:
Want even more visibility? Add these widgets to your dashboard:
Sales managers use this setup to evaluate progress toward quotas and catch issues early.
Essential HubSpot Sales Reports You Shouldn’t Be Without in 2025
Having access to HubSpot’s reporting tools is only half the battle—the real value lies in knowing which reports actually move the needle.
If you’re trying to understand how to create sales reports in HubSpot or you’re stuck on how to see your month’s sales report in HubSpot, this breakdown brings clarity to the chaos.
We’ll walk through the best HubSpot sales reports, show you how to pull sales cycle reports in HubSpot, explain what historical CRM pipeline data can do for forecasting, and offer a view of the top sales reporting dashboards every manager should rely on.
If you only had time to review one dashboard each day, this should be it.
The Sales Performance Dashboard is designed to give a high-level picture of what your team has accomplished and what’s still ahead.
Key Insights You’ll Get:
Why This Report Matters:
When your team checks this dashboard weekly, it’s easy to know whether the current plan is working—or if it’s time to pivot.
Understanding how long it takes your leads to move through the pipeline is one of the most important pieces of HubSpot sales and marketing reporting. A sales cycle report will show you where your process is efficient and where things get stuck.
What You’ll Want to Measure:
Steps to Create a HubSpot Report on Sales Cycle:
Knowing how to pull sales cycle reports in HubSpot makes it easier to fix pipeline delays before they snowball.
A sales funnel report in HubSpot gives a visual of where your leads fall off before becoming customers. It’s one of the most valuable reports for sales and marketing alignment.
What This Report Helps You Identify:
If you find leads aren’t making it past Proposal or Contract Sent, it’s time to adjust scripts, content, or timing.
The HubSpot sales funnel report is essential to reduce pipeline leakage and refine sales execution.
Sometimes, what’s happening right now doesn’t tell the full story. That’s where HubSpot sales CRM pipeline reports historical data becomes vital. Looking back helps you forecast forward.
Things to Track in Historical CRM Reports:
The above type of report makes your forecasts smarter and your sales strategy more responsive.
Managers need clarity. They need to understand what their team is doing today and what the team is set up to do tomorrow. That’s where advanced HubSpot reports for sales managers come into play.
Sales isn’t just about closed revenue. The day-to-day grind matters.
Sales Activity Reports Can Include:
Managers use these HubSpot reports for sales to understand rep workload and efficiency. It also helps uncover top-performer behavior patterns.
These reports are essential for weekly sales standups and end-of-month wrap-ups.
Key Comparisons in Forecast Reports:
You can adjust each stage’s probability weight inside HubSpot’s Deal Settings to make the projections more accurate. This is what makes sales professional reporting in HubSpot so powerful.
Online sellers can’t afford to ignore drop-offs. If you're running an ecommerce store, abandoned carts represent lost revenue—unless you bring them back.
Metrics That Matter in This Report:
HubSpot’s ecommerce reporting includes this feature if your platform is connected. Use it to build follow-up campaigns that trigger based on time or behavior.
Theoretically explaining things about HubSpot reports for sales is one thing, but seeing things in action from a real-life point of view is something else.
The latter approach is better in terms of seeing where your marketing or business requirements are coming from, and how you stack up against those requirements in terms of amicable solutions.
Here are a bunch of different use case examples to help you understand ongoing business industry scenarios. And feel free to improvise for the best results:
Sales professionals often rely on sequences to maintain consistent engagement with prospects. But how do you know if your outreach is truly resonating? The Sequence Performance Report offers the clarity needed to answer that question.
Understanding Email Sequence Effectiveness This section of HubSpot sales reporting allows teams to evaluate how email sequences are actually performing in the real world. It reveals what’s working and what might be stalling your communication flow.
Key performance data points:
Highlighting Top-Performing Sequences When reviewing HubSpot sales report templates, it’s clear that this is one of the best HubSpot sales reports for identifying which sequences should be duplicated or expanded. You get clear insights into which outreach paths consistently drive interest and move leads toward decision-making.
Refinement Opportunities with A/B Testing The Sequence Performance Report supports split testing, allowing teams to measure different subject lines, email copy, or send times. The data helps you adjust strategies that resonate better with segmented audiences.
Personalised Sequences for Higher Impact Sales professionals often wonder how personalisation or targeting different personas affect conversion. This report helps confirm if personalised, segmented outreach yields stronger performance compared to generic sequences.
For anyone wondering how to create sales reports in HubSpot that evaluate email engagement and nurture flows, this report should be on the shortlist.
Sales calls are still among the most impactful touchpoints in a high-conversion sales cycle. HubSpot’s Call Analytics feature provides visibility into these interactions, offering clear feedback on sales team performance.
Core insights tracked in Call Analytics:
Monitoring Team-Wide Outreach Habits This is one of the most critical HubSpot reports for sales managers who need to identify inconsistencies in activity across regions or team members. High activity paired with low conversion, for instance, could indicate a need for call coaching.
Evaluating Talk-Time Efficiency By reviewing average talk durations and outcomes, managers can begin to correlate time spent with success rates. This matters greatly when attempting to streamline the sales process or spot reps who may need script support.
Want more depth? Consider Conversation Intelligence Call Analytics within the HubSpot sales reporting add-on offers a strong foundation. But for larger teams, Conversation Intelligence is a smart upgrade. It includes AI-powered features like:
These added features support sales professional reporting in HubSpot with greater nuance and allow teams to scale coaching efficiently.
When a lead submits a form or downloads a resource, timing is everything. The Lead Response Time Report answers a key question: how fast is your sales team reacting to fresh interest?
Core response metrics included:
Impact on Engagement and Sales Outcomes This is a report where urgency meets opportunity. Fast responses often mean the difference between a deal and a lost lead. High-performing teams use this data to sharpen their response protocols.
Comparing Rep Performance The report also helps highlight reps who are quick to act—and those who might be missing the mark. It’s a great reference point for coaching and refining best practices across your team.
Lead Nurturing Link Faster responses often strengthen lead nurturing campaigns. This makes the Lead Response Time Report a practical part of your overall hubspot sales and marketing reporting strategy.
Want to understand how contacts or deals progress from initial outreach through to closing? The Sales Journey Report provides that visibility and is particularly helpful for large teams or companies operating across multiple markets.
How Journey Reports Support Sales Visibility These reports provide a clear picture of how contacts or deals move from stage to stage. This is not just about conversion—it’s about spotting the gaps in the customer’s journey.
What you can track:
Tailoring the Report to Your Sales Model Since every business has its own unique flow, Journey Reports allow you to customise views based on:
These visual reports make it easier to present insights to leadership or refine sales training for underperforming stages.
Journey Reporting and Funnel Health While not a lead source attribution report, the Journey view complements your broader HubSpot sales funnel report strategy. It helps you link performance across segments and identify which funnel stages need better support.
One of the most common requests from executives is to understand how the sales pipeline has shifted over time. The Historical Snapshot Report is designed for just that.
Pipeline Trend Visibility Instead of guessing how things looked last quarter or last year, this HubSpot sales report captures deal volume, pipeline value, and stage distribution at specific points in time.
Snapshot breakdowns can include:
Using Historical Views to Guide Sales Strategy Sales managers rely on these views when assessing the impact of changes in sales process, territory alignment, or pricing strategies. It’s one of the most insightful HubSpot reports for sales managers needing retrospective context.
Forecasting Confidence and Accuracy Understanding how deal probability evolved and how the pipeline was distributed previously gives you a stronger foundation for future forecasting—especially helpful for long sales cycles.
Your pipeline isn’t just a spreadsheet—it’s the heart of your sales process. The Sales Pipeline Report in HubSpot gives you visibility into what’s happening now, stage by stage.
Here’s what this report shows in depth:
Spotting Bottlenecks in the Process If deals tend to get stuck in ‘Contract Sent’ or ‘Proposal Review,’ this report will call it out. It’s one of the best HubSpot sales reports to diagnose friction in the closing process.
Managing Resources Based on Stage Concentration Understanding which stages contain the highest deal volume (and value) helps teams allocate effort effectively. It allows managers to shift rep focus as needed or address training gaps that may be causing deal slowdowns.
Historical Context Enhances Forecast Accuracy Pair this real-time report with the HubSpot sales CRM pipeline reports historical data for even stronger insights. That combination gives you both present-day clarity and past-performance grounding.
Sometimes, standard dashboards aren’t enough. If your reporting needs go beyond out-of-the-box templates, the HubSpot sales reporting add-on can unlock additional power.
What You Gain with the Add-On:
If you’re running multiple pipelines or have complex business units, this is worth exploring.
If you’re leading a team, your needs go beyond individual performance. You need to see trends across reps, segments, and time.
Recommended reports for sales managers:
These reports offer a broad view of team efficiency and deal health, which is essential for forecasting and resource allocation.
The HubSpot sales funnel report helps map out where leads convert – or fall off – across your sales pipeline.
You’ll want to track:
Use this report to understand conversion rates between each stage and optimize outreach or process improvements.
You can also split the funnel by source or persona to see where better quality leads are coming from.
Some reports work better for reps. Others are built for execs. Here’s what makes the list of best HubSpot sales reports depending on your role:
For Sales Reps
For Sales Managers
For Executives & Marketing Teams
Each report can be filtered by team, timeframe, or lifecycle stage.
For companies with advanced needs, the HubSpot Sales Reporting Add-On offers deeper customization and a broader data set. This includes:
If your current dashboard feels limited, it may be time to consider this upgrade.
Here’s how top-performing teams make the most of HubSpot sales report collections:
HubSpot isn’t just a CRM. It’s a powerful reporting engine when you know how to make it work for you.
On that note, if you’ve been wondering how to create sales reports in HubSpot that truly move the needle – or how to pull sales cycle reports in HubSpot that don’t just sit in a dashboard but lead to action – this breakdown gives you a roadmap.
The truth is, sales reporting in HubSpot can either be a confusing mess or your best strategic weapon. The difference is understanding what to look at, how to build your views, and what insights matter most for your goals.
Start with different approaches, alongside template and real life use case examples. Then, go ahead and refine everything with custom reports, and align everything back to pipeline performance.
Other than that, in case you run into any issues, we’re just a Call Away. Feel free to holler, and we’d be more than happy to assist you with anything.