Learn to use the HubSpot custom report builder to analyze your CRM deals, contacts, and companies every which way in your portal.
Explore essential data breakouts including:
- account segments
- deal create date
- top sources of revenue region
- region / state
0:14 Select your primary and secondary data sources
0:35 Place the count of deals on the Y-axis
0:46 Breakdown by account segment
1:20 Filter by deal create date
1:52 Add contact original source to the X-axis
3:09 Reporting by location using state / region for contacts
3:50 Sort X-axis by descending values
4:10 Update the colors of your chart, or stack your data in chart settings
4:25 Change the chart type of your HubSpot report
4:42 Use a table to see the most information.
Learn more about Pivot Tables here - [ Ссылка ]
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