12 HubSpot Sales Reports you need in 2025

This text dives into HubSpot Gross sales Reporting, showcasing 12 highly effective, customizable studies designed for gross sales leaders. Built-in into HubSpot’s Gross sales Analytics Instrument, these studies ship real-time insights to drive strategic decision-making and speed up income development.

Three essential parts drive gross sales success: planning, execution and management. 

Many firms wrestle with the complexity of managing knowledge throughout techniques, groups, and areas, making it troublesome to attain clear, constant, and actionable reporting.

Think about a regional gross sales director managing a number of markets. With AI-powered gross sales reporting, they achieve real-time pipeline visibility throughout time zones, mechanically recognizing developments, highlighting underperforming territories, and surfacing suggestions to reallocate assets effectively.

In the meantime, a VP of Gross sales can depend on AI-driven insights to trace income efficiency, enhance forecast accuracy, and monitor workforce effectivity at scale—enabling quicker, extra assured strategic choices that immediately influence enterprise development.

On the native stage, frontline gross sales managers can use AI to establish teaching alternatives, monitor particular person and workforce quota attainment, and modify methods primarily based on predictive insights, not simply previous efficiency.

HubSpot Sales Hub has the aptitude to ship the correct insights to each stakeholder—from senior management to frontline managers—however its true worth lies in the way it’s configured.

When arrange thoughtfully and aligned to your enterprise context, it turns into a strong enabler: serving to groups drive efficiency, streamline gross sales operations, and make knowledgeable choices that preserve you aggressive.

How HubSpot gross sales reporting empowers real-time decision-making

With tons of of gross sales reps working throughout a number of areas, time zones, and markets, choices primarily based on outdated info can shortly result in missed alternatives, inefficiencies, and expensive missteps.

HubSpot Gross sales Reporting solves this by delivering dwell, up-to-the-minute knowledge, making certain that your workforce has entry to essentially the most present and related insights, regardless of the place they’re. This real-time visibility permits gross sales leaders to reply shortly to market shifts, capitalize on rising alternatives, and mitigate dangers earlier than they escalate.

What makes HubSpot distinctive is its means to chop by the noise and supply focused, actionable metrics which are aligned with the objectives of every workforce and area. Whether or not you’re managing a world workforce or overseeing a fancy multi-territory operation, HubSpot’s knowledge is designed to assist the dynamic wants of huge organizations.

Within the following sections, we’ll discover twelve important studies accessible inside HubSpot Gross sales Hub, every designed to streamline your gross sales methods and equip your groups with the exact knowledge they should drive success at scale.

12 HubSpot Gross sales Experiences You Want in 2025

1. Gross sales Forecasting with AI Instruments

Picture supply: HubSpot

Gross sales forecasting is important for managing giant, complicated gross sales operations.

In 2025, AI continues to be a critical software for enhancing the accuracy and effectivity of gross sales predictions, serving to companies keep forward in a aggressive panorama. 

• AI-powered forecasting:
  AI-driven forecasting makes use of historic gross sales knowledge to generate correct future gross sales projections. By analyzing real-time knowledge, AI repeatedly refines its predictions, permitting gross sales groups to make extra knowledgeable choices and modify methods quicker.
• Enhanced forecast insights:
  Companies can now achieve deeper insights into income developments by monitoring efficiency towards targets over varied timeframes. This real-time visibility helps gross sales leaders perceive present progress, establish challenges, and align their groups with organizational objectives.
• Forecast accuracy monitoring:
  This function helps companies monitor the accuracy of their gross sales forecasts. By assessing forecast reliability and figuring out components that affect efficiency, groups can modify their processes to enhance future predictions and decrease discrepancies.

• Multi-pipeline forecast administration:
  For giant organizations with a number of areas and gross sales groups, managing forecasts throughout totally different pipelines is essential. HubSpot’s instruments streamline this course of, offering a unified method to forecasting, making it simpler to trace objectives and efficiency throughout varied markets and groups.
• AI integration and deal intelligence:
  HubSpot integrates with superior AI instruments like Kluster, which reinforces forecasting by combining pipeline knowledge with AI-driven insights. This integration helps gross sales groups predict income extra precisely, spot potential dangers, and exceed targets with better confidence.

From monitoring income developments to enhancing forecast accuracy with AI and simplifying multi-pipeline administration, HubSpot equips companies with the instruments they want for knowledgeable, data-driven decision-making. 

2. Targets studies of Hubspot

Picture supply: HubSpot

Setting and monitoring objectives is a elementary facet of any profitable enterprise technique, and HubSpot’s Gross sales Reporting provides a complete suite of instruments that will help you do exactly that.

The Targets Experiences in HubSpot present a strong mechanism for aligning your gross sales workforce’s efforts along with your organisation’s targets.

HubSpot permits you to set several types of objectives, not simply income targets. You’ll be able to outline and set objectives associated to calls, offers, conferences, and extra, tailoring them to suit your distinctive enterprise wants and fine-tuning your technique.

Here is a more in-depth take a look at how HubSpot’s Targets Experiences is usually a game-changer for your enterprise:

• Objective setting: HubSpot permits you to outline and set particular gross sales objectives, which might vary from income targets to steer era quotas and extra. These objectives might be tailor-made to suit your distinctive enterprise wants, enabling you to fine-tune your technique.
• Progress monitoring: The Targets Experiences supply visible dashboards and detailed metrics to make sure that you are at all times within the loop about your workforce’s efficiency.
• Particular person and workforce targets: HubSpot’s Targets Experiences make it straightforward to assign objectives at each the person and workforce ranges. This flexibility permits you to foster wholesome competitors inside your gross sales workforce whereas additionally fostering a collaborative surroundings to work in the direction of frequent objectives.
• Efficiency insights: By drilling down into the information, you possibly can establish which methods are driving success and make data-driven choices on the way to enhance in areas that want consideration.
• Customisation: One measurement would not match all in enterprise, and HubSpot recognises that. The Targets Experiences might be customised to match your particular targets and KPIs. This stage of adaptability ensures that the metrics you monitor are exactly aligned with your enterprise’s distinctive objectives.

Having clear, measurable objectives and the instruments to trace progress is significant. With HubSpot’s Targets Experiences, you possibly can be sure that your gross sales workforce stays centered, motivated, and aligned along with your organisation’s mission, driving success in each facet of your enterprise. 

3. Gross sales Waterfall Report

Picture supply: HubSpot

The Gross sales Waterfall Report provides a extra granular view of your gross sales pipeline, appearing as a magnifying glass into the development of offers from preliminary contact to closure. In a dynamic gross sales surroundings, it is vital to understand how prospects move through your pipeline.

This report breaks down your gross sales course of into distinct phases, offering insights into the place potential clients may get caught or drop off. Every stage represents a chance to fine-tune your gross sales course of, enhance conversion charges, and optimise your general gross sales funnel.

By analysing the Gross sales Waterfall Report, your gross sales workforce can achieve a complete view of your gross sales pipeline’s efficiency and establish areas for enchancment at every stage.

This stage of element is invaluable for making data-driven choices and making certain a well-oiled, environment friendly gross sales machine.

4. Gross sales Velocity Report

The Gross sales Velocity Report gives a complete view of how effectively your total gross sales pipeline generates income.

Not like the Deal Velocity Report, which focuses on the motion of particular person offers, this report combines key metrics, reminiscent of lead era, conversion charges, common deal measurement, and closure instances, to calculate the general velocity at which your enterprise is popping leads into income.

It helps establish areas of enchancment throughout the whole gross sales course of, supplying you with the perception wanted to optimize efficiency and drive quicker income development.

This report breaks down this velocity into its core elements:

• Lead era: Figuring out the sources of leads and the way shortly they enter your pipeline. This part of the report scrutinises the effectiveness of your lead era methods.
• Deal conversion: This facet of the report intently examines how nicely your workforce converts leads into precise alternatives. It identifies the bottlenecks the place leads could drop off, permitting you to optimize your gross sales funnel.
• Common deal measurement: Understanding the dimensions of your offers and the way it influences the speed of your gross sales. This a part of the report helps you gauge the influence of deal measurement in your gross sales cycle.
• Deal closure time: Time is usually a essential think about gross sales. This part measures how lengthy it takes to shut offers from the second they enter the pipeline. It is a invaluable metric for assessing the effectivity of your gross sales course of.
• Income predictability: The Gross sales Velocity Report additionally gives insights into your income predictability. By analysing historic knowledge and present gross sales actions, you possibly can achieve a extra correct understanding of your future income streams.

The Gross sales Velocity Report’s detailed breakdown empowers your workforce to pinpoint areas the place enhancements might be made, whether or not it is streamlining lead era, shortening the gross sales cycle, or rising deal values.

5. Deal Velocity Report

The Deal Velocity Report takes a extra centered method, analyzing how shortly particular person offers transfer by every particular stage of your pipeline—from preliminary contact to closure.

Not like the Gross sales Velocity Report, which appears to be like at general pipeline velocity, this report helps pinpoint the place offers are slowing down and which phases are taking longer than anticipated. It lets you establish bottlenecks, optimize every section, and be sure that alternatives progress extra easily towards closure.

• Lead contact to qualification: This stage assesses how swiftly leads transfer from preliminary contact to being certified as potential alternatives. A fast transition signifies efficient lead qualification processes.
• Qualification to proposal: As soon as a lead is certified, the subsequent step is to create a proposal. The Deal Velocity Report tracks how lengthy it takes to go from qualification to proposal, revealing areas for potential acceleration.
• Proposal to closure: The time it takes to shut a deal after sending a proposal is essential. A shorter period on this stage can result in quicker income era.
• Common deal measurement influence: The report additionally considers how the common deal measurement impacts deal velocity. Does the dimensions of the deal influence the velocity at which it progresses by the pipeline? 

Analysing the Deal Velocity Report empowers your gross sales workforce to fine-tune processes, allocate assets extra successfully, and establish alternatives for acceleration in your gross sales cycle.

6. Deal Misplaced Motive Report

Understanding why offers are misplaced is important for enhancing your win price and fine-tuning your gross sales technique. The Deal Misplaced Motive Report is a crucial software for gaining insights into why potential clients decide to not proceed with a purchase order.

This report helps you establish recurring patterns or frequent themes in misplaced offers, enabling you to plan methods to win again potential clients or modify your gross sales techniques.

• Widespread causes for deal loss: The report lists the commonest causes cited by prospects for not continuing with a deal. These might embrace pricing considerations, product match, or timing points.
• Figuring out developments: By monitoring deal loss causes over time, you possibly can establish developments and seasonal patterns. For instance, do sure causes are inclined to crop up extra throughout specific quarters or in particular markets?
• Ways for restoration: Armed with this info, your gross sales workforce can develop focused methods for profitable again misplaced offers. For example, if pricing considerations are a typical challenge, you possibly can discover extra versatile pricing choices or spotlight the worth of your resolution.
• Enchancment of gross sales techniques: Moreover, understanding the explanations behind deal losses can result in improved gross sales techniques. It allows your workforce to handle objections extra successfully and create compelling counterarguments.
• Stopping future losses: By figuring out recurring causes for deal losses, you possibly can take proactive measures to forestall related losses sooner or later. For instance, if product match is a typical challenge, you may think about refining your product choices.

The Deal Misplaced Motive Report is a essential software for honing your gross sales technique, decreasing deal losses, and making certain that potential clients will not be slipping by the cracks resulting from preventable causes.

7. Sequence Efficiency Report

Picture supply: HubSpot

The Sequence Efficiency Report is a invaluable useful resource for optimising your electronic mail sequences. On this planet of gross sales, electronic mail sequences are a strong software for participating leads, nurturing relationships, and driving conversions.

This report evaluates the effectiveness of your electronic mail sequences, serving to you establish areas for enchancment and making certain that your electronic mail communication resonates along with your viewers.

• Sequence efficiency metrics: The report tracks key metrics associated to your electronic mail sequences, together with open charges, click-through charges, response charges, and conversion charges. It provides an summary of how every sequence is performing.
• Identification of high-performing sequences: By analysing the information, you possibly can establish which electronic mail sequences are simplest in participating leads and driving conversions. This perception permits you to prioritise high-performing sequences in your technique.
• Optimisation alternatives: The report additionally highlights areas the place sequences may want enchancment. For instance, if open charges are decrease than desired, it might sign points with topic strains or timing.
• A/B Testing insights: A/B testing is a strong methodology for refining electronic mail sequences. The Sequence Environment friendly Report can present insights into the influence of A/B exams, serving to you make data-driven choices about sequence optimisation.
• Personalisation and segmentation: This report may also make clear the influence of personalisation and segmentation in your electronic mail sequences. It helps you perceive whether or not tailor-made messages and segmented audiences are driving higher outcomes.

By leveraging the Sequence Efficiency Report, you possibly can improve the efficiency of your electronic mail sequences, enhance engagement with leads, and drive extra conversions.

8. Name Analytics

Picture supply: HubSpot

Name Analytics is a foundational a part of HubSpot’s reporting capabilities, providing a snapshot of your gross sales workforce’s name actions by a preset dashboard of prebuilt and automatic studies.

• Name quantity and frequency: Monitor how typically your workforce is participating prospects and clients over the cellphone. This helps spotlight outreach consistency throughout areas or reps.
• Name period and outcomes: Monitor the size and results of calls to know whether or not conversations are significant and resulting in desired actions.
• Lead engagement metrics: Acquire a view into how engaged leads are throughout calls—an necessary sign when assessing deal momentum.
• Staff efficiency: Establish which workforce members are making essentially the most calls and who’s constantly driving constructive outcomes.
• Integration with gross sales sequences: Correlate name exercise along with your wider gross sales course of to see how calls affect development by your pipeline.

Nevertheless, HubSpot’s default Name Analytics is restricted to single-object reporting and would not but assist extra superior insights, reminiscent of multi-touch evaluation or in-depth dialog developments.

For companies searching for deeper visibility, HubSpot provides Conversation Intelligence, a paid add-on, is the really useful improve. It makes use of AI to mechanically transcribe and analyze calls, uncovering key themes, rep efficiency, objection dealing with, and talk-to-listen ratios.

This helps giant gross sales groups coach at scale, spot patterns, and optimize conversations throughout time zones and territories.

9. Lead response time report

The Lead Response Time Report is a consumer favorite for good purpose. Fast response instances can considerably influence your gross sales success, as leads usually tend to convert once they obtain speedy, personalised consideration.

• Response time metrics: This report tracks response instances for incoming leads, serving to you measure how shortly your gross sales workforce engages with new alternatives.
• Lead engagement and conversion: It is important to know how lead response instances correlate with engagement and conversion charges. Does responding quicker result in increased conversion charges? The report can present solutions.

• Staff comparability: The report additionally facilitates workforce comparisons. Are sure workforce members constantly faster in responding to leads? This perception can information coaching and finest observe sharing.
• Integration with lead nurturing: Fast lead response is usually a essential element of efficient lead nurturing. The report might help you perceive the connection between lead response and nurturing outcomes.

The Lead Response Time Report is an indispensable software for fine-tuning your lead engagement methods, making certain that your gross sales workforce capitalises on each alternative.

10. Journey Report

Picture supply: HubSpot

HubSpot’s Journey Report is purpose-built to assist giant gross sales organisations visualise and optimise how contacts or offers transfer by key gross sales phases. It’s particularly invaluable for figuring out the place drop-offs happen and enhancing conversion effectivity throughout markets, groups, and time zones.

• Stage-to-stage conversion monitoring: Journey Experiences present how offers or contacts progress from one outlined stage to the subsequent, serving to you establish the place prospects fall out of the pipeline and the place your workforce is performing finest.
• Customized gross sales journey views: You’ll be able to tailor journeys to replicate your precise gross sales course of, enabling region-specific or team-specific insights that replicate your enterprise construction.
• Touchpoint visibility: Whereas Journey Experiences don’t break down each lead supply, they do mean you can map and visualise the steps within the gross sales journey—supplying you with a clearer image of how prospects are interacting along with your pipeline.
• Visible funnel insights: The visible nature of the report makes it simpler for management to identify bottlenecks and prioritise enhancements in a fancy, multi-stage gross sales course of.

Whereas Journey Experiences are highly effective, they’re simplest when used alongside different reporting instruments in HubSpot to achieve a extra full view of your gross sales funnel and efficiency throughout areas.

11. Historic Snapshot report

The Historic Snapshot Report offers gross sales leaders a high-level view of how their pipeline has shifted over time. It captures deal depend, phases, and worth at particular factors, serving to you monitor long-term developments and establish shifts in pipeline well being.

• Pipeline evolution: This report exhibits what number of offers existed and their complete worth at given dates previously, offering a helpful benchmark for evaluating pipeline development over time.
• Stage distribution: You’ll be able to break down snapshots by deal stage to know how offers had been unfold throughout your pipeline at totally different moments, revealing potential slowdowns or stage-specific bottlenecks.
• Forecast class monitoring: By filtering the report by forecast class, you get perception into the arrogance ranges your workforce had in closing offers at any given level.
• Context for technique shifts: These time-stamped snapshots are particularly useful for assessing the influence of modifications in gross sales technique, territory alignment, or workforce construction by evaluating before-and-after pipeline states.
• Gentle customization: Whereas the report is usually preset, you possibly can modify filters like deal stage or quantity to give attention to the metrics most related to your workforce.

The Historic Snapshot Report is a invaluable software for big gross sales groups that want to know how pipeline dynamics have modified over time. It provides essential context for forecasting accuracy, useful resource planning, and long-term gross sales efficiency analysis.

12. Gross sales Pipeline Report

Picture supply: HubSpot

The Gross sales Pipeline Report centres on the state of your gross sales alternatives and offers in progress. It gives visibility into the assorted phases of the gross sales pipeline, together with the variety of offers, complete worth, and common time spent in every stage.

• Stage-specific metrics: The report breaks down the gross sales pipeline into distinct phases, permitting you to trace the variety of offers and complete worth related to every stage.
• Common time in stage: Understanding the common time offers spend in every stage is significant for assessing the effectivity of your gross sales course of.
• Conversion charges by stage: This report additionally provides insights into conversion charges at every stage of the pipeline, serving to you pinpoint the place enhancements might be made.
• Useful resource allocation: By evaluating the variety of offers and their values at varied phases, you may make data-driven choices about useful resource allocation and gross sales methods.

The Gross sales Pipeline Report is a elementary software for making certain your gross sales alternatives progress easily by the pipeline, maximising their probabilities of closing.

Streamline your gross sales technique with HubSpot gross sales studies

HubSpot Gross sales Reporting gives real-time, correct info, permitting your groups to make choices primarily based on essentially the most up-to-date insights accessible. This helps gross sales groups shortly adapt to market modifications, seize new alternatives, and handle dangers successfully.

To completely leverage the facility of HubSpot Gross sales Reporting and keep forward of the competitors, partnering with a HubSpot expert like Huble might help.

Our workforce of pros will information you thru every part from setup to ongoing assist, making certain you maximize the worth of HubSpot Gross sales Hub to fulfill your gross sales objectives.

Contact Huble today to find out how we might help your workforce thrive in a dynamic market.