Objective 1:
Create a report that displays the year-over-year count of closed deals, allowing us to compare how many deals have been marked as Closed Won this year versus last year. The system categorizes Closed Won deals into two types: New Business and Existing Business. The chart will illustrate the trend of closed deals over time and highlight which type—new or existing—we are closing more frequently.
Tool - HubSpot Report and Dashboard.
Fields(Properties) - Deal Type, Deal owner, Core product, Deal Name, Amount, Close Date, Deal Stage, (Counts) Deals.
Quick filters: Close date = All time AND Deal Stage = All closed won
Chart: Line
final result:
Objective 2: Build a dashboard report that ranks Customer Success reps by how much monthly recurring revenue (MRR) they've brought in this quarter. Show who’s topping the leaderboard, the sum MRR, and spotlight standout owners worldwide—with visuals to make the numbers pop for the whole team.
Tool - HubSpot Report and Dashboard.
Fields(Properties) - Deal Type, Deal owner, Core product, Deal Name, Monthly recurring revenue, (Counts) Deals.
Displaying: Deal Owner / measured by: Monthly recurring revenue(sum)
Sort By:-
Filter :
Final Result:
Note: Name and values are hidden or removed(dummy data included)
Be sure to include quick filters on the dashboard, such as Owner and Region, to enable deeper, more targeted insights.