Hubz.

Reports / Sales reports

Sales reporting: pipeline, revenue and quotes

Review won sales, pipeline, recurring revenue and quote reports alongside the relevant commercial records.

PRODUCT VIEW

See how it works.

Sales reports bring won business, pipeline, recurring revenue and quote data together, with each measure clearly defined. Preset types track won opportunities by close date and revenue, open opportunities by stage and probability, recurring business through MRR and ARR, and quotes by decision status. Sent, viewed and accepted dates add quote context; upcoming renewals add recurring revenue context. The existing action center helps you return to commercial records that need follow-up.

Hubz.Workspace / Sales reportsDK
EXPLORE THE PRODUCT

Sales reports

Sample view
Won sales and closing24Sample data
Pipeline and recurring revenue12Sample data
Quote decisions8Sample data
Sales reportsSample period
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Values are illustrative product examples, not actual results or performance claims.
01Choose the question and period
02Read the summary alongside records
03Prepare a shareable view
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Adding open opportunity value to realized sales, or monthly recurring revenue to a one-time project value, can distort a sales review.

WHAT YOU CAN WORK TOWARDS

Preserve what each figure means in the sales process and take follow-up needs from the report to the relevant opportunity or quote.

STEP BY STEP

How to use it.

  1. 01

    Choose the question and period

    Select the relevant preset report and date range. Check that your plan enables the required source, and avoid comparing similar-looking totals from different periods.

  2. 02

    Read the summary alongside records

    Read the indicators, charts and rows together. Check which records are loaded and any warnings about incomplete data before drawing conclusions about the whole organization.

  3. 03

    Prepare a shareable view

    Export the relevant table to CSV or save the report view. With a suitable sender configured, choose manual, daily, weekly or monthly delivery and track the result of scheduled sending separately.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Sales reports
Sample period / records included

Won sales and closing

Review won opportunities by close date and amount. Tie sales volume to the relevant period and actual opportunity outcome.

FOCUS 02▤
Sales reports
Sample period / records included

Pipeline and recurring revenue

Assess open stages and probabilities, then read MRR, ARR, expansion and upcoming renewals from existing recurring-business records.

FOCUS 03↗
Sales reports
Sample period / records included

Quote decisions

Compare dates and totals for sent, viewed and accepted quotes. Keep follow-up connected to the customer's commercial process.

FOCUS 04◇
Sales reports
Sample period / records included

Saved views and delivery schedules

Save the report’s name, type, date range and supported settings. Set delivery days and a time if needed, so you do not have to recreate the view each time.

FOCUS 05⌁
Sales reports
Sample period / records included

Tables and CSV

The on-screen table is paginated; CSV includes the rows loaded into the current report. On-screen amounts are formatted for reading; exported values are provided for further analysis.

IN EVERYDAY WORK

What it looks like in practice.

Sales manager

A meeting discusses closed revenue, open opportunities and services due for renewal.

Use each topic's own report type and dates so the same amount is not interpreted in incompatible ways.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Existing preset report areas are included in every plan. Each type requires its source modules to be enabled and the user to have access to the relevant workspace.

  • This screen is not a general-purpose custom report builder. It uses existing report types and supported settings.
  • CSV exports and indicators are limited to the records loaded into that report. Where a scope warning appears, do not interpret the result as all of the organization's data.
  • Sales reports do not replace accounting, bank transactions or payment reconciliation.
  • Quote reports require the quote module. Recurring revenue requires correctly entered opportunity data.
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YOUR QUESTIONS

About this feature.

01Does access to Reports reveal all data?

No. Reports only use source modules you can access. Quote reporting requires the quote module; marketing reporting requires campaign access.

02Does saving a report send it automatically?

A saved view and a delivery schedule are separate settings. Sending frequency and recipients must be selected, and the background process and authorized sender configuration must be operational.

RELATED WORKFLOW GUIDES

You may also need these features.

DashboardReview sales, risk, support, operations and customer indicators in clearly organized dashboard sections.Outreach and campaign reportsAssess email campaign results and event preparation through their respective data sources.CRM reportsReview contact status, last interaction, company associations and company segments from existing records.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Reports and visibility

Review sales, customer relationships, support, operations and data quality through your existing records.

02

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.

03

Security and team access

Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.