Create a Sales Report in HubSpot Free CRM for Your Pipeline

To create a sales report in HubSpot Free CRM, go to **Reports**, choose an available sales report template or report-creation option, then filter the deal data to answer one specific question. For example, you can report on closed-won revenue this month or open pipeline by deal owner. HubSpot Free CRM can provide standard sales reporting views or templates, but the reports, charts, dashboard controls, and sharing options available in your portal may be more limited than those in paid subscriptions.

Before you build a report, make sure your deal data can answer the question

A report can only summarize the information stored on your deal records. Missing amounts, close dates, owners, or stages can make totals incomplete or misleading.

Before starting, you need:

• A HubSpot account with access to deals and reporting
• Permission to view the relevant deal pipeline and reports
• Deals entered in HubSpot rather than tracked only in email, notes, or a spreadsheet
• A consistent process for updating deal stages as opportunities move forward
• Deal amounts, expected close dates, and owners completed for the records you want to report on
• A clear reporting question, such as closed revenue this quarter or open pipeline by rep

Review several deal records before you build the report. Check these fields:

• Deal stage: Shows whether a deal is open, won, lost, or at another stage in your pipeline.
• Amount: Use the same currency and definition for every deal. Decide whether the amount is the full contract value, expected first payment, or another figure, and apply that rule consistently.
• Close date: For won deals, this is usually the date used for sales results. For open deals, it is often the expected closing date.
• Deal owner: Lets you group or filter pipeline by the person responsible for the deal.
• Pipeline: Use this field if your account has more than one pipeline, such as new business and renewals.
• Deal type: If you use a deal-type property, such as new sale, renewal, or upsell, complete it consistently before using it as a filter.

HubSpot Free CRM generally includes standard CRM records and a selection of standard reporting views or templates. The exact options can differ by account setup, user permissions, and changes to HubSpot’s product plans. Advanced custom report building, cross-object reporting, calculated measures, multiple report types, and some dashboard controls may require a paid subscription.

If you cannot find a chart, property, or report editor option, first confirm that the data exists on the deal record. Then check whether that report type is included in your current plan.

Create a simple sales report in HubSpot Free CRM step by step

A useful first report is deals won by month. It shows how much business the team closed each month. Another practical report is open pipeline by owner, which shows who is responsible for current opportunities.

1. Open the main navigation in HubSpot and go to Reports.

2. Choose the report-creation option shown in your portal, such as Create report, Report library, or a similarly named button.

3. Select a sales-focused template if HubSpot offers one, such as deals won, deal revenue, pipeline forecast, or open deals by owner.

4. Choose a report based on deals if HubSpot asks you to select a data source.

5. Select the metric that answers your question.

For deals won by month, use a count of deals to show the number of wins, or the sum of deal amount to show revenue value. For open pipeline by owner, use the sum of deal amount grouped by deal owner.

6. Set the report date field.

Use Close date for closed sales results. Use deal creation date when you want to report on new opportunities entering the pipeline. A report based on deal creation date does not show when revenue was won.

7. Choose a chart that is easy to read.

A column chart works well for deals won by month. A bar chart is often easier to scan for open pipeline by owner. If the template already uses a sensible chart, leave it in place until you have checked the data.

8. Add the fields or breakdowns available in the editor.

For a won-revenue report, group close date by month and summarize amount as a total. For an open-pipeline report, group by deal owner and summarize amount as a total.

9. Preview the report and check that the totals look plausible before saving.

If the free version does not show a report builder for the view you need, start with a report template from the library. Templates can provide a usable sales view because the chart and basic deal logic are already set up.

Use filters so your report doesn’t mix unrelated deals together

Filters determine which deals count in the report. Set them around one defined sales question instead of including every deal ever created in the CRM.

For a monthly closed-sales report, filter for:

• Deal stage is Closed won or the equivalent won stage in your pipeline
• Close date is within the period you are reporting on
• Pipeline is the relevant sales pipeline

For an open-pipeline report, filter for:

• Deal stage is not closed, or select only the active stages you use
• Close date is within an upcoming planning window if you are reviewing expected pipeline
• Pipeline is the relevant pipeline

Then narrow the report if needed. Filter to one deal owner for a rep review, or use deal type to separate new business from renewals. If your team uses several pipelines, check the pipeline filter every time. Otherwise, renewals can be included in a new-business report without anyone noticing.

Exclude records that do not represent real opportunities, including training deals, test records, duplicates, and deals left open after a buyer stopped responding. If stale deals are common, clean them up before presenting pipeline totals. Mark genuinely lost opportunities as lost, and update expected close dates for opportunities that are still active.

After applying filters, open the list of deals behind the report if HubSpot provides that option. Spot-check several records. You should be able to explain why each deal appears in the chart. If you cannot, adjust the filters or correct the deal data before sharing the report.

Save the report and put it where your team will actually use it

Give the report a name that explains what it shows. For example, Won revenue by month — New Business — 2026 is clearer than Sales report 1.

Save the report after confirming the title, metric, date field, and filters. If your account offers dashboard placement, add it to the dashboard used for sales reviews. Keep related reports together: a won-revenue chart, an open-pipeline-by-owner chart, and a count of newly created deals can give a manager a quick view while keeping each chart focused on a different question.

Access depends on the report, dashboard, and user permissions in your HubSpot account. Share the saved report or dashboard only with people who should see the underlying deal information. If your business handles sensitive deal values or customer information, confirm that viewers have the appropriate CRM permissions before relying on a shared dashboard.

Check that it worked

The report is ready to use when its total agrees with the underlying deal records. Before a meeting, check the following:

• Open the report and confirm the visible date range.
• Confirm the selected pipeline and deal stages.
• Compare the total amount or deal count with the matching filtered deal view.
• Open a few included deals and verify their amount, owner, close date, and stage.
• Check that the chart label makes sense to someone who did not create it.

Reports update from current deal data. A rep changing a deal stage or amount can change the displayed total. For a recurring review, use the same filters each time and agree on when the team updates deals before the report is reviewed.

What to do if HubSpot Free won’t let you create the sales report you need

A free HubSpot account may not include every reporting feature shown in tutorials or available in a paid portal. Limits can affect custom report creation, available templates, chart configuration, dashboards, data sources, report sharing, and the ability to combine deal data with other CRM objects.

First, look for a standard report template that answers most of the question. A template for closed deals, deal revenue, or pipeline by owner may be enough if you can apply the right date and pipeline filters.

If no suitable report is available, use a saved deal view. Go to the deals index page, apply filters for pipeline, stage, owner, close date, and deal type, then save the view with a descriptive name. A filtered deal view does not replace a chart, but it gives your team a live list of the exact deals included in a number.

You can also export a filtered deal view. Export only the columns you need, such as deal name, amount, stage, owner, close date, pipeline, and deal type. Then create a pivot table or chart in a spreadsheet for a manager who needs a breakdown that HubSpot Free cannot produce.

An upgrade may be justified when reporting is a recurring operational need rather than an occasional manual task. Consider it when you need automated custom reports, more flexible dashboards, combined data sources, detailed permissions, or regular reporting that takes too long to build and verify in spreadsheets. Before changing plans, write down the exact question, fields, filters, and chart you need. That makes it easier to confirm that the subscription you are considering includes the reporting capability.

Conclusion

Build one report around one sales question, then verify it against a filtered deal view before sharing it. Closed-won revenue by month and open pipeline by owner are useful starting points for a team review. If HubSpot Free does not provide the chart you need, keep the filtered deal view in HubSpot and use an export for the additional analysis until a paid option makes sense.