How to get instant visibility into activity, pipeline health, performance trends, and revenue blockers.
If you're using HubSpot to manage your sales process, you already have access to powerful, pre-built reports that can help you coach better, forecast smarter, and eliminate pipeline surprises.
The best part? These are out-of-the-box reports. No customization required.
Here's a walk-through of six of the most valuable HubSpot reports. Below is a breakdown of each report, what it shows, and how to use it to drive stronger sales performance.
Activity Leaderboard by Rep: Track effort and consistency.
Deals by Stage: Understand pipeline health and forecasting accuracy.
Deal Win Rate by Month: Measure true performance over time.
Deal Velocity: Spot bottlenecks and slow stages.
Open Deals by Activity Date: Prioritize neglected or stalled deals.
Team Activity Overview: Monitor the heartbeat of your sales org.
These reports give you clarity, speed, and fewer surprises without building a single custom report.
A rep-by-rep breakdown of:
Calls
Emails
Meetings
Total activity volume
Activity types are color-coded, making it easy to compare effort and consistency across team members.
This report reveals who is actually putting in the work not just who says they are.
It helps managers:
Coach based on effort (not anecdotes).
Identify top and bottom performers.
Spot early signs of burnout or disengagement.
Review weekly in IFMs (Individual Focus Meetings).
Track consistency, not just spikes.
Pair it with revenue reports to understand effort vs. results.
A pipeline view that displays both:
Total deal amount, and
Weighted deal amount
across every stage in your pipeline.
This report exposes:
Where deals are piling up
Stages that need definition or cleanup
Breakdown points in your sales process
It’s also a powerful forecasting tool.
Review in weekly pipeline meetings.
Identify stages causing slowdowns.
Ask questions like:
“Why are so many deals stuck at Contract Sent?”
“Do we need clearer stage definitions here?”
Your team’s win rate over time, calculated by:
Closed-Won Deals ÷ (Closed-Won + Closed-Lost Deals)
This report reveals true performance, not just activity volume.
It helps you understand:
Seasonal trends
Campaign impact
Win-rate fluctuations
Revenue explanations beyond “we worked hard”
View monthly for long-term insight.
Compare win rate before/after major initiatives.
Use it to diagnose drops in performance.
How long it takes for deals to:
Move through each stage
Close (Won or Lost)
Deal velocity uncovers bottlenecks and momentum killers.
It helps leaders pinpoint:
Slow-moving reps
Stages where deals stall
How long opportunities sit untouched
Analyze per rep to compare speed.
Monitor how process changes affect velocity.
Use as a “flashlight in the dark” to spot hidden friction.
Deals sorted by oldest last activity date, showing which opportunities have been neglected the longest.
If you're serious about pipeline accuracy, this report is non-negotiable. It surfaces:
Stalled deals
Deals with no recorded activity
Opportunities at risk of going cold
Bookmark it: this report should be reviewed weekly.
Ask reps:
“Why hasn’t this deal moved?”
“Does this deal belong in the pipeline anymore?”
Use it to maintain a clean, accurate pipeline.
A full view of your team’s activity (calls, emails, meetings, and more) across customizable time frames.
It’s the heartbeat of your sales organization.
It helps sales leaders:
Spot dips in productivity early
Hold reps accountable
Understand what’s driving results
Benchmark activity by rep or team
Review weekly to avoid revenue surprises.
Customize based on the metrics that matter most.
Use as an early-warning system for pipeline slowdowns.
Pre-built reports are fast, accurate, and require no setup. They cover core metrics every sales leader needs, making them ideal for daily and weekly coaching. Custom reports can be extremely valuable, but they’re best used after you master the foundational out-of-the-box reports.
Here’s a good rhythm:
Weekly: Activity Leaderboard, Open Deals by Activity Date, Team Activity
Weekly Pipeline Meetings: Deals by Stage
Monthly: Deal Win Rate & Deal Velocity
Adjust cadence as needed based on team size and sales cycle length.
Use activity reports to understand effort and habits, and performance reports (Win Rate, Velocity) to understand results. Together, they help you diagnose whether a rep needs skill coaching, process clarity, or activity adjustments.
Looking for more quick, practical HubSpot tutorials? Explore the rest of our Unlock HubSpot video series to keep leveling up your CRM skills.