How to Create a Pipeline Report in HubSpot

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Creating a pipeline report in HubSpot allows you to visualize deal progress, forecast revenue, and analyze your sales pipeline performance.

1. Log in to your HubSpot account and navigate to your main dashboard.
2. On the left-hand sidebar, click on Reporting, and select Reports from the dropdown menu.
3. Click on the Create button, and select Create report to begin customizing your analytics.
4. Click on Funnel report to track funnel performance.
5. Click Next to move forward with your report configuration.
6. Choose Deals as your data source.
7. Choose an event as your key milestone in the funnel.
8. Click Next to preview your funnel report.
9. Review your funnel visualization and adjust filters if needed.