--- title: "HubSpot Sales Reports: A Step-by-Step Guide" description: Learn how to create custom sales reports in HubSpot to effectively monitor performance and optimize sales strategies with our step-by-step guide. image: https://link37.org/hubfs/AI-Generated%20Media/Images/SALES%20HUBSPOTVISUAL%20CLEAN.png --- # [![logo link37 agencia marketing digital](https://link37.org/hs-fs/hubfs/Logo%203.png?width=85&height=25&name=Logo%203.png) logo link37 agencia marketing digital](https://link37.org/en) Request a quote Open main menu - Services [Client management (CRM)](https://link37.org/en/services/hubspot-crm) [Performance Marketing](https://link37.org/en/services/performance-marketing) [Strategic consulting](https://link37.org/en/services/strategic-consulting) [All services](https://link37.org/en/services) ![image](https://link37.org/hubfs/menu-image.png) - [Industries](https://link37.org/en/industries) - [Resources](https://link37.org/en/resources) - About us [How we work](https://link37.org/en/about-us/how-we-work) [Work culture](https://link37.org/en/about-us/work-culture) [Careers](https://link37.org/en/about-us/careers) [All about us](https://link37.org/en/about-us) ![image](https://link37.org/hubfs/menu-image.png) - [Contacts](https://link37.org/en/contacts) English [Español](https://link37.org/es/blog/hubspot-y-reporte-de-ventas-guía-paso-a-paso) [Português - Portugal](https://link37.org/pt-pt/blog/hubspot-e-relatórios-de-vendas-guia-passo-a-passo) [![logo link37 agencia marketing digital](https://link37.org/hs-fs/hubfs/Logo%203.png?height=25&name=Logo%203.png)](https://link37.org/en) Services [Client management (CRM)](https://link37.org/en/services/hubspot-crm) [Performance Marketing](https://link37.org/en/services/performance-marketing) [Strategic consulting](https://link37.org/en/services/strategic-consulting) [All services](https://link37.org/en/services) [Industries](https://link37.org/en/industries) [Resources](https://link37.org/en/resources) About us [How we work](https://link37.org/en/about-us/how-we-work) [Work culture](https://link37.org/en/about-us/work-culture) [Careers](https://link37.org/en/about-us/careers) [All about us](https://link37.org/en/about-us) [Contacts](https://link37.org/en/contacts) Request a quote English [Español](https://link37.org/es/blog/hubspot-y-reporte-de-ventas-guía-paso-a-paso) [Português - Portugal](https://link37.org/pt-pt/blog/hubspot-e-relatórios-de-vendas-guia-passo-a-passo) Search ### Tell Us What Are You Looking For? Submit Back ### Let’s Talk About Your Project Back [HubSpot and Sales Report: Step-by-Step Guide](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#HubSpot-and-Sales-Report:-Step-by-Step-Guide) [What Are Sales Reports For?](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#What-Are-Sales-Reports-For?) [Examples of Sales Reports](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#Examples-of-Sales-Reports) [HubSpot Reports Section](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#HubSpot-Reports-Section) [Step by Step: How to Create a Custom Sales Report](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#Step-by-Step:-How-to-Create-a-Custom-Sales-Report) 1. [Link37](https://link37.org/) 2. [blog](https://link37.org/blog) 2 mins read ### HubSpot Sales Reports: A Step-by-Step Guide Link37 Team ![](https://link37.org/hubfs/AI-Generated%20Media/Images/SALES%20HUBSPOTVISUAL%20CLEAN.png) - [HubSpot and Sales Report: Step-by-Step Guide](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#HubSpot-and-Sales-Report:-Step-by-Step-Guide) - [What Are Sales Reports For?](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#What-Are-Sales-Reports-For?) - [Examples of Sales Reports](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#Examples-of-Sales-Reports) - [HubSpot Reports Section](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#HubSpot-Reports-Section) - [Step by Step: How to Create a Custom Sales Report](https://link37.org/blog/hubspot-and-sales-report-step-by-step-guide#Step-by-Step:-How-to-Create-a-Custom-Sales-Report) Hubspot **Sales reporting evaluates sales performance and strategies, facilitated by platforms like HubSpot offering standardized and customizable reports.** Sales monitoring or reporting is essential to achieve business success. HubSpot provides both standardized and customizable reports to analyze sales performance effectively. #### **What Are Sales Reports For?**   - Extract and study relevant data. - Monitor effectiveness of sales strategies. - Access dashboards to share insights with teams. - Customize reports based on business needs and HubSpot subscription (Starter, Pro, Enterprise). #### **Examples of Sales Reports**   **1. Sales Performance Report** – Tracks growth/decline, total revenue, conversion rates, and business size. **2. Business Velocity Report** – Analyzes speed of sales progression: - Initial contact → qualification - Qualification → proposal - Proposal → closure **3. Predictions & Pipelines Report** – Overview of opportunities per sales representative. #### **HubSpot Reports Section**   - **Sales Analysis:** Predefined reports summarizing important sales metrics. - **Custom Reports:** Flexible reporting including Single Object, Funnel, Custom Report Builder, Attribution, and Buyer’s Journey Reports. #### **Step by Step: How to Create a Custom Sales Report**   1. **Select Data Sources** – Combine up to 5 sources. 2. **Add Fields** – Include properties, activities, and events. 3. **Apply Filters** – Use ALL, ANY, or custom filter rules. 4. **Configure View** – Choose chart type, adjust axes, colors, labels, etc. 5. **Save & Export** – Save to a dashboard or add to report list. HubSpot makes it easy to create detailed, actionable sales reports to monitor performance and guide business strategies. Related articles Hubspot Tasks in HubSpot: What Are They? A Step-by-Step Guide Learn how to use HubSpot tasks to streamline workflows, automate processes, and boost sales efficiency with this step-by-step guide. Link37 Team October 01, 2026 Related articles Hubspot How Is Sales Hub Professional Onboarding Structured? Learn how to effectively onboard Sales Hub Professional to optimize your sales team's performance and achieve long-term success. Link37 Team October 01, 2026 Related articles Digital Marketing Simplified Digital Marketing: A Step-by-Step Guide Learn the essentials of digital marketing, from inbound and outbound strategies to the tools and channels that help your business grow online. Link37 Team October 01, 2026 [Previous Article](https://link37.org/blog/what-is-an-action-plan-how-to-develop-it-and-examples) [Next Article](https://link37.org/blog/tasks-in-hubspot-what-are-they-a-step-by-step-guide) ## Ready to work with us? 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