Department : Sales

HubSpot Deals Report Dashboard for Sales Teams

Understand deal progress and pipeline health to improve conversions and revenue predictability.

The HubSpot Deals Dashboard helps sales teams analyze deal stages, pipeline value, win-loss trends, and sales velocity, enabling better prioritization, accurate forecasting, and faster deal closures.

HubSpot Deals dashboard displaying deal stages, pipeline value, win rate trends, and sales performance metrics.
Start Your Free Trial
View Dashboard

TL;DR

A single, executive-ready snapshot of HubSpot deal performance is available at a glance. 

  • Total deals won and lost.
  • Average deal size and days to close.
  • Win rate, loss rate, and conversion rate.
  • Revenue forecast with upper and lower bounds.
  • Deal distribution by type, priority, and source.
  • Funnel view of opportunities by pipeline stage.

What Is a HubSpot Deals Report Dashboard?

A HubSpot Deals Report Dashboard is a visual analytics tool that tracks deal performance, pipeline health, win rates, and revenue forecasts using HubSpot CRM data. 

In Bold BI, it becomes an interactive, customizable dashboard that helps sales teams understand performance trends, prioritize opportunities, and forecast revenue with confidence. 

Why HubSpot Deals Report Dashboard Matters

Sales leaders need more than raw CRM data; they need context, trends, and forecasts.

Without a consolidated dashboard, it becomes difficult to answer questions like:

  • How many deals have we actually won?
  • Is our average deal size improving?
  • What is our win/loss ratio and why?
  • Are we on track to hit future revenue targets?

The HubSpot Deals Report Dashboard answers these questions in one place, helping sales leaders act with clarity and confidence. 

What You’ll Track

  • Deal performance & outcomes: Deals won, lost, and in progress to understand sales effectiveness.
  • Deal value & efficiency: Track average deal size and average time to close.
  • Pipeline & priority insights: Analyze opportunities by stage, type, and priority.
  • Win & conversion rates: Win rate and conversion performance to measure sales efficiency.
  • Revenue trends & forecasting: Compare historical revenue with future projections.

All dashboards are fully customizable, allowing you to add KPIs or metrics as needed.

How It Works

  • Connect your HubSpot CRM data.
  • Apply the HubSpot Deals Report Dashboard sample.
  • Blend deal, pipeline, and revenue metrics.
  • Share dashboards securely with sales leaders and executives.
  • Act on insights to improve close rates and revenue predictability.

Why Bold BI Is the Right Fit for HubSpot Deals Report Analytics

  • Connect HubSpot data easily: Integrates directly with HubSpot CRM, along with Excel and SQL sources.
  • Centralize deal and pipeline reporting: Combines deal status, value, win rates, and revenue trends in one view.
  • Support pipeline and performance analysisAnalyze deals by stage, priority, source, and time period.
  • Deploy flexibly: Use Bold BI in cloud or self-hosted environments based on business needs.
  • Enable interactive drilldowns: Explore performance from high-level KPIs down to individual deals.

Compare Options (at a glance)

Feature Bold BI HubSpot Deals Report Dashboard HubSpot Native Deal Reports Spreadsheets
Deal pipeline & stage tracking Yes Yes Manual
Revenue forecasting & deal value trends Yes Limited Manual
Win/loss & conversion rate analysis Yes Limited Manual
Sales rep & team performance insights Yes Limited Manual
Executive-ready dashboards Yes Limited No

Frequently Asked Questions

Yes. All KPIs, charts, and calculations can be customized to fit your sales process.
Yes. Forecast visuals use historical deal data to project future revenue ranges.
Absolutely. Pie charts and heat maps break down deals by source, type, and priority.
Yes. RBAC ensures that each role sees the right level of detail.
Yes. Data refreshes automatically based on your HubSpot connection settings.
Yes. Bold BI supports secure embedding into internal CRM or sales platforms.

More Articles About HubSpot Deals Report Dashboard

Compare Options (at a glance)

Feature Bold BI HubSpot Deals Report Dashboard HubSpot Native Deal Reports Spreadsheets
Deal pipeline & stage tracking Yes Yes Manual
Revenue forecasting & deal value trends Yes Limited Manual
Win/loss & conversion rate analysis Yes Limited Manual
Sales rep & team performance insights Yes Limited Manual
Executive-ready dashboards Yes Limited No

Simple Pricing That Grows With You

Say goodbye to hidden costs, complex quotes, and pricing guesswork.

Clear ROI from Day One

No complicated quotes—just honest, value-driven pricing that delivers more for less, right from the start.

Built to Grow with You

From startup to scale-up, Bold BI grows with your business — no forced upgrades, just flexible, future-ready analytics.

Fits Every Budget

Whether you're a startup or an enterprise, our flexible pricing scales with your growth— Pay only for what you truly need.

Explore Flexible Pricing
Trusted & recognized

Analytics that wins awards and users.

Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.

RECOGNITION

Users Love Us

Visual Studio Reader's Choice - 2025

Leader - Fall 2025

High Performer - Fall 2025 EMEA

Regional Leader - Fall 2025 AMERICAS

TrustRadius Tech Cares

Capterra - 4.9/5

G2- 4.3/5

GetApp - 4.9/5

Software Advice - 4.4/5

Frequently Asked Questions

Yes. All KPIs, charts, and calculations can be customized to fit your sales process.
Yes. Forecast visuals use historical deal data to project future revenue ranges.
Absolutely. Pie charts and heat maps break down deals by source, type, and priority.
Yes. RBAC ensures that each role sees the right level of detail.
Yes. Data refreshes automatically based on your HubSpot connection settings.
Yes. Bold BI supports secure embedding into internal CRM or sales platforms.
Ready to Get Started?

Start your 30-day free trial instantly

Easy integration, AI-Powered Dashboards and 24x5 real-time support.

Start Your Free Trial