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Quotes now supported in Custom Report Builder

The custom report builder now supports Quotes as a data source. This will allow you to report on quote status, value, and owner among other properties.

Quotes are an important part of the rep-assisted sale and drive growth for your business. Without reporting functionality in HubSpot, customers using our Quotes tool have been forced to report outside of HubSpot or create custom workarounds in the reporting tool. In an effort to streamline that process and better support Quotes + HubSpot payments, we are adding Quotes to custom reports.

Let's look at how it works9b1586c8-c5e5-47ea-a7b0-0a9c9ccb0fab

In the custom reports builder, you can now select Quotes as a data source under sales. From there, you will be able to select properties such as quote owner, quote amount, and payment status. This will allow you to create reports that capture important business metrics, including:

  • quote amount($) per owner(rep)
  • number of outstanding quotes that have yet to be paid by owner(rep)
  • number of quotes that have been signed but not paid

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