Free, editable, no email required

Turn a HubSpot export into a management-ready report

Use one workbook and one board deck to reconcile weekly pipeline movement, compare revenue with target, surface reporting risks, and finish every review with named decisions.

Download the complete starter pack Review the 3-step setup

Version 1.0, revised 24 September 2026. XLSX and PPTX files plus a setup README.

Editable files

Use the complete pack or download each file separately

The workbook is the source of truth. The deck turns the verified totals into an eight-slide management narrative.

Management reporting workbook

XLSX

Thirteen editable sheets for fixed snapshots, revenue versus target, pipeline movement, health checks, KPI definitions, QA, and the weekly review.

47 KB · Opens in current Microsoft Office. Designed for Google import.

Download XLSX

Editable board reporting deck

PPTX

Eight editable slides with native charts and tables, decision questions, and management commentary prompts in the speaker notes.

47 KB · Opens in current Microsoft Office. Designed for Google import.

Download PPTX

Compatibility note: the workbook uses conventional formulas without macros, Power Query, or external links. It was recalculated successfully in LibreOffice and is designed for current Excel and Google Sheets imports. The deck uses editable PowerPoint charts and tables and is designed for PowerPoint and Google Slides imports. Always review formulas, formatting, and charts after an import.

30-minute setup path

Export, map, then review

Keep the first run simple. Fix the cutoff and definitions before adding commentary or presentation polish.

  1. Step 1

    Export a fixed snapshot

    Export one row per HubSpot deal with owner, amount, stage, close date, activity dates, forecast category, and closed outcome fields. Save the cutoff date.

  2. Step 2

    Map local definitions

    Set target, currency, thresholds, and stage order on START HERE and STAGE MAP. Confirm what deal amount represents in your business.

  3. Step 3

    Run QA before review

    Resolve the QA checklist and reconciliation balance. Then use WEEKLY SALES, PIPELINE HEALTH, and BOARD EXPORT to agree decisions and owners.

The sample data is fictional

Northstar Cloud Ltd, every deal, every owner, and every value in the pack are synthetic. No client data is included. The sample uses deal amount as a bookings proxy, so do not label it recognized revenue, ARR, or TCV until your own KPI definition says that is correct.

Build the reporting system

Connect the template to the right HubSpot reports

Use the guide for the operating method, then choose the reporting page that matches the decision your team needs to make.

HubSpot management reporting guide Build the full reporting cadence from source data to decisions. Sales pipeline reporting Choose the sales reports that expose coverage, movement, and execution risk. Revenue, forecast, and goal reporting Connect target, forecast, and realized performance without mixing definitions. Pipeline change report Explain exactly why open pipeline rose or fell between two fixed cutoffs. Stale deals report Find deals with missing activity, overdue dates, and weak next steps.

When the template becomes a recurring burden

Make the reporting workflow repeatable in HubSpot

SWOTBee can help define the KPI layer, repair the underlying properties and lifecycle rules, and build the reporting workflow so each review begins with trusted inputs instead of spreadsheet archaeology.

Book a free 30-minute discovery call