HubSpot CRM Reports and Dashboards

Analyze your sales with ease using the HubSpot CRM report

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No more wasting time!

A fantastic new feature just introduced to Reportei is the HubSpot CRM report, which provides comprehensive metrics to aid in a more precise analysis of your Sales strategies.

Automatically and in just a few seconds, our tool captures all the information and offers the necessary resources to simplify data interpretation, insight acquisition, and swifter decision-making.

Generate HubSpot CRM reports and dashboards with just a few clicks

Start generating HubSpot CRM reports and dashboards now, and gather your results automatically with much greater ease

HubSpot CRM Metrics available on Reportei

In Reportei’s HubSpot CRM report, you will find the key metrics to evaluate the performance of your actions

New deals created

Deals closed

Deal closing rate

Average total value of closed deals

Lost deals

Total revenue

Contacts created

Assigned contacts

Worked contacts

Unworked contacts


Completed calls

Average call duration

Completed tasks

Unstarted tasks

Sent emails

Business funnel

And even more!

But the CRM report doesn’t end there.

Like the Marketing report, these metrics can be viewed both broadly and specifically, using charts and tables.


With the charts in the report, you have the ability to make various comparisons among the results, including:

  • Deals over time;
  • Closed and lost deals;
  • Business revenue by source, such as organic search, paid search, email, offline, among others;
  • Total closed transactions against the target.

If preferred, you can also manually add charts and metrics to supplement the data automatically captured by Reportei, making your analyses even deeper.


The tables offer specific analytical possibilities concerning your sales strategies:

  • Activities per representative, such as calls and emails sent by each;
  • Reasons for lost deals;
  • Deals closed by each owner;
  • Summary of activities that representatives recorded during the period.

Thus, there is the potential to understand who the most active representatives are and how to work to prevent future business opportunities.

HubSpot CRM Reports: Present data to your client in a more practical way

A staple for over 4,000 agencies, freelancers, and companies, Reportei allows you to generate unlimited, professional, and customized reports to facilitate communicating results with your clients.

Therefore, our HubSpot CRM report contains the most critical information to demonstrate whether your strategy was successful or not, and what actions are planned for even better performance in the future.

To present the data in an objective and entirely didactic manner, you have some features that perfectly adapt to both your reality and your client’s, as detailed below:

Your benefits

In addition to Instagram reports, you can also generate reports for Facebook and Facebook Ads, Google Analytics, Google Ads, YouTube, LinkedIn and LinkedIn Ads, Google Search Console, Google My Business, Mailchimp, and RD Station. Find the perfect plan for your projects and produce comprehensive, customized, and objective reports for your clients!