Use the data already there
Bring sales activities, deal stage, pipeline, conversion rates, and outcomes into the same performance report.
HubSpot sales and pipeline reporting Turn HubSpot Sales & Pipeline Data
Turn HubSpot Sales & Pipeline Data
into your Report in 3 Clicks
Bring pipeline, coverage, conversion, win rate, velocity, forecast, closed-won revenue, and targets into one clear report. Run it weekly, monthly, or quarterly.
Break down by pipeline, region, or team. No spreadsheet rebuilds. No slide deck rebuilds.
Live dashboard
Excel workbook
PowerPoint deck
HubSpot and revenue operations work trusted by teams at
The recurring rebuild
Stop piecing together the same sales report every month
The deals may already be in HubSpot, but the management report is usually spread across several dashboards, exports, spreadsheets, and last month's slide deck.
Near-identical reports get rebuilt for different pipelines and teams. Filters and definitions drift out of sync. Pipeline totals need reconciling, forecast figures need checking, and charts need updating before anyone can explain what changed.
SWOTBee keeps the scope, definitions, evidence, and presentation together, so the next review starts with the current pipeline story—not another blank workbook.
Use HubSpot. Skip the report rebuild.
Turn HubSpot sales data into a report your team can use
Keep the sales process in HubSpot CRM. Give sales managers one clear view of performance and the deals that need action.
Choose the right report
Start with pre-built reports or sales analytics. Use the custom report builder when your reporting needs call for a specific view.
Make the next step clear
See sales performance, rep performance, sales goals, and the supporting deals without creating reports from scratch.
A reusable sales-reporting setup
Set the report up once. Bring in fresh sales data whenever you need it.
Start with a complete sales-management report and make it fit the way your business measures the pipeline.
- 1
Choose the scope
Pick the period and the pipelines, teams, regions, products, segments, or owners that belong in the report.
- 2
Choose your KPIs
Select the measures your leadership team uses, along with their targets, definitions, and comparison periods.
Coverage against target · Stage conversion · Forecast by region
- 3
Get the report
Review the figures, add the context only your team knows, and use the report in Excel, PowerPoint, or a live dashboard.
One reporting setup
One report—ready in Excel, PowerPoint, or a live dashboard.
Present the sales story in PowerPoint. Check the deal detail in Excel. Share a live view when people need to explore it themselves. Update the report, and all three versions stay aligned.
Shared reporting layer
One approved sales and pipeline dataset
The same measures and charts flow into every output.
1
Verify and Customize
Excel workbook
Verify every KPI, definition, target, and deal-level record in a familiar spreadsheet.
2
Present
PowerPoint deck
Present the same approved measures and chart patterns as an executive sales story.
3
Share
Live dashboard
Share a current sales view without rebuilding the report or sending another file.
Inside your sales report
Sample dataShow the headline first. Then let your executives drill down if needed.
The first view shows the current position, the change from the previous period, and the gaps that need attention. Below it, executives can see the teams, regions, and individual deals driving those results.
Sales and pipeline report
Monthly sales review
September 2026, compared with August 2026
Coverage below targetPipeline up 18%Sample data
Pipeline created
$1.84m
Up 18%Forward coverage
3.1×
Target 3.5×Win rate
24.6%
Down 2.3 ptsForecast
$1.18m
92% targetCoverage by region
Forward pipeline against the 3.5× target
North America3.8×
APAC3.4×
EMEA2.3×
Reviewed summary
ApprovedPipeline creation rose 18%, but win rate fell and forward coverage remains below target.
EMEA is the priority because its 2.3× coverage accounts for most of the company-wide gap.
Evidence: September pipeline and next-quarter target
Next action: Review EMEA creation plan and late-stage deals
Deals requiring attention
The records behind the summaryNorthstar expansion
Liam Ross · EMEA
Decision · 38 days
Why: Close date moved twice
Next: Confirm executive sponsor call
Quarry Systems rollout
Elena Park · EMEA
Proposal · 29 days
Why: No activity for 12 days
Next: Agree next step with buyer
Acme Platform upgrade
Maya Chen · North America
Discovery · 21 days
Why: Next step is overdue
Next: Update mutual action plan
Period: September 2026 · Compared with August 2026 · Forecast
cutoff: 30 September, 17:00 UTC · Definition v1.0 · 86 of 86 open
deals included
Built around your sales review
Bring the whole pipeline story into one report
Use the measures your leadership team already trusts, with the targets, comparisons, and deal evidence needed to interpret them.
Pipeline creation and coverage
New pipeline, open pipeline, coverage against target, and the teams, regions, products, or sources contributing to the position.
Stage conversion
Conversion between pipeline stages, drop-off points, and the movement that explains where opportunities are progressing or stalling.
Win rate and closed won
Wins, losses, closed-won revenue, average deal size, and performance against the agreed comparison period.
Deal velocity and aging
Sales-cycle length, time in stage, aging bands, stale opportunities, and the deals taking longer than expected.
Forecast and target attainment
Forecast position, committed and likely revenue, target attainment, and the remaining gap for the period.
Team and market performance
Results by owner, team, pipeline, region, product, segment, or another supported dimension used in your sales review.
Consistent comparisons
Compare this month's pipeline with:
- 1.Last month
- 2.The same month last year
- 3.Any period you choose
Point-in-time history
Keep the pipeline history you will need next quarter.
SWOTBee saves each reporting cutoff, so you can compare the pipeline over time.
Built for the people who get things done
Spend less time building the report. Make more of the review.
01 · Time back
Get hours of copy-and-paste time back. Every week.
02 · A reliable rhythm
Stop rebuilding the report. We run it for you every week.
03 · Less HubSpot admin
Get the report without wrestling with HubSpot fields, filters, and settings.
04 · Clearer decisions
Turn findings into clear decisions and next steps.
Before you sign up
Questions about the sales report
Does HubSpot offer sales reporting?
Yes. HubSpot includes sales dashboards, pre-built reports, sales analytics, and custom reporting options depending on your subscription. SWOTBee uses the sales data and definitions available in your HubSpot CRM to produce a repeatable report for management review.
Which types of sales reports can I create from HubSpot?
Common sales reports cover pipeline, funnel conversion, sales activities, win rate, deal velocity, forecast, target attainment, and team performance. Choose the measures that support the decision your sales managers need to make, rather than adding every available metric.
What is the difference between HubSpot sales analytics and the custom report builder?
The sales analytics tool provides ready-made views for common sales questions. The custom report builder lets eligible HubSpot accounts combine selected data and fields for a specific reporting need. SWOTBee turns the approved view into a recurring Excel, PowerPoint, and dashboard pack.
Can the report include sales activities and rep performance?
Yes, when the required activities and ownership data are recorded consistently in HubSpot. The report can connect calls, meetings, emails, deal movement, and outcomes so sales leaders can review activity in context instead of treating volume as performance.
What is a HubSpot sales and pipeline report?
It is a recurring management report built from selected HubSpot Sales Hub data. It brings pipeline, conversion, win rate, velocity, forecast, closed-won revenue, targets, supporting deals, and commentary into one report for a sales, executive, board, or investor review.
Which sales KPIs can I include?
Depending on the data available in your HubSpot account, the report can include pipeline created, pipeline coverage, stage conversion, win rate, deal velocity and aging, forecast, closed-won revenue, and target attainment. Results can be broken down by supported fields such as owner, team, pipeline, region, product, source, or segment.
Can the report cover more than one sales pipeline?
Yes. Pipelines can be reported separately or combined when the underlying stages and definitions are genuinely comparable. The report keeps the included scope visible so unrelated pipelines are not silently mixed.
Can I compare this month or quarter with the previous one?
Yes, when HubSpot provides comparable period data or SWOTBee has stored the required point-in-time snapshot. The same agreed definition and scope are used on both sides of the comparison.
Can I use the report for forecasting?
Yes. The report can include the forecast measures, categories, probabilities, targets, and deal evidence supported by your HubSpot setup. The calculation basis and reporting date remain visible.
Can I use Excel, PowerPoint, or a live dashboard?
Yes. Excel carries the management summary and supporting deal data, PowerPoint provides an editable meeting-ready story, and a live dashboard can be shared when the audience needs a current view. All three use the same reporting setup.
Does SWOTBee replace HubSpot reporting?
No. HubSpot remains the operational data source. SWOTBee turns selected sales data into a repeatable management pack with consistent definitions, comparisons, evidence, and reusable outputs.
Can SWOTBee recover an old pipeline or forecast snapshot?
Only when the historical state is available from HubSpot or was previously captured. If it is unavailable, snapshot collection can begin now so future reports have the point-in-time history they need.
Will signing up connect my HubSpot account?
No. This signup records your work email and requested report so we can contact you about access. It does not create an app account or connect to your HubSpot portal.
One report solves today. A repeatable one solves every month.
Give your executive team a clear, decision-ready Sales report.
We’ll help you organise your HubSpot pipeline, coverage, conversion, velocity, and forecast into an Excel workbook, presentation, and dashboard—so you can spend less time rebuilding reports and more time acting on what changed.
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