HubSpot Management Reporting Starter Pack
Version 1.0, revised 24 September 2026

WHAT IS INCLUDED

1. hubspot-management-reporting-starter-pack.xlsx
   An editable workbook for fixed weekly snapshots, revenue versus target,
   pipeline movement, pipeline health, KPI definitions, QA, a 30-minute
   review agenda, commentary prompts, and board-ready export tables.

2. hubspot-management-reporting-board-deck.pptx
   An editable eight-slide board deck with native charts, native tables,
   decision prompts, and speaker notes tied to the workbook.

IMPORTANT

All company names, deal records, owners, dates, and values are fictional.
The sample uses deal amount as a bookings proxy. It does not claim that deal
amount is recognized revenue, ARR, or TCV. Replace the sample with an export
from your own HubSpot portal and confirm the definitions before using results.

START IN THIS ORDER

1. Open the START HERE sheet and set the period, currency, target, snapshot
   dates, stale threshold, slip tolerance, and minimum coverage.
2. Paste a fixed HubSpot deal export into RAW DEALS, then update STAGE MAP so
   every local stage has the right order, probability, and category.
3. Review QA CHECKLIST before using WEEKLY SALES, PIPELINE BRIDGE, PIPELINE
   HEALTH, or BOARD EXPORT in a management meeting.
4. Copy the verified BOARD EXPORT values into the board deck, then use the
   speaker notes to write observation, explanation, evidence, decision, and
   owner/date commentary.

COMPATIBILITY

The workbook uses conventional formulas and no macros, Power Query, external
links, or volatile functions. It has been recalculated successfully in
LibreOffice and is designed for current Excel and Google Sheets imports.
Google Sheets can alter formatting or chart details during import, so review
the QA CHECKLIST after importing. The deck uses editable PowerPoint charts and
tables and is designed for current PowerPoint and Google Slides imports.

HELPFUL LINKS

Setup guide:
https://swotbee.com/resources/hubspot-management-reporting-starter-pack/

HubSpot management reporting guide:
https://swotbee.com/posts/hubspot-management-reporting/

Questions or implementation help:
https://swotbee.com/contactus/
