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Help creating a report showing deals due to close by Month The easiest way to do this would be to go to your Deals Dashboard, view it as a Table, and add a filter set to " Close Date is This Month" Your deal value should be shown in one of the columns, but if not it can be added
How to Set Up Your Deal Pipeline and Stages in HubSpot CRM You can create and save filters in HubSpot to quickly view deals of a certain size, deals expected to close this month, or deals in a specific industry There is also a table view option, which is handy for sorting deals by deal owner, current deal stage, or projected close date
In the board view of HubSpot’s deals tool, what should you do to . . . Explanation: The correct answer is "Drag and drop the deal within the same column " In the board view of HubSpot's deals tool, to progress a deal from one stage to another, users simply need to drag and drop the deal card within the same column corresponding to the desired stage transition
Manage records in board view - HubSpot Learn how to view and edit deals, tickets, and custom object records in a pipeline, and how to complete actions specific to the board view
How to Use HubSpot: Customize Deal Properties In Board View Now let's get to the fun part — making your deals in your deal pipeline board view show the info you want at a glance You are limited to two properties to be displayed here, but you can change those two properties to whichever deal properties that you'd like Here's how:
Close More Deals and Increase Revenue Faster | HubSpot Streamline your sales process and increase sales velocity with HubSpot’s AI-powered deal management tools Generate more revenue from your sales efforts Accelerate deal velocity with AI that handles scheduling, data entry, and follow-ups so reps can focus on building relationships and closing deals HubSpot's sales software empowers your reps to:
9 important HubSpot sales metrics to track | Geckoboard blog HubSpot sales metrics allow you to track the total value of deals and calculate the average size of a closed-won deal Why it matters: If your average deal size is shrinking, it may indicate that your team is closing more low-value deals or offering too many discounts
Report of deal stages and funnel movement - HubSpot As far as I know, these are the only options of looking at deal stage changes natively in HubSpot Let me know if you have any follow-up questions or need more details