Superlytix.ai
#templatesSales & CRM · HubSpot

HubSpot sales pipeline report from your deals export

Export your deals from HubSpot and Superlytix builds the pipeline report your sales meeting needs: won revenue against last year, who's closing, which lead sources actually convert and what is still open in each stage.

Try it with your own file Download the sample file

Free to try · Pay only when you download your report · No card needed

What Superlytix made from the sample file hubspot-crm-exports-all-deals.csv · 1,815 rows · Jan 2025 – Nov 2026
Won revenue
$5.27M
Deals won
517
Win rate
30.5%
Open pipeline
$1.20M

Won revenue by month, vs last year

Won revenueWon revenue LY
max $460.4KJan 2025May 2025Sep 2025Jan 2026May 2026Nov 2026

Won revenue by Deal owner

Sarah Kim$1.73MMarcus Reed$1.32MPriya Shah$955.8KTom Becker$812.5KElena Ruiz$445.2K

Win rate by Original Source

Referrals44.6%Organic Search33.4%Social Media27.0%Paid Search24.3%Offline Sources23.6%Direct Traffic19.0%

Open pipeline by Deal Stage

Presentation Scheduled$317.6KQualified To Buy$290.0KContract Sent$217.7KDecision Maker Bought…$217.4KAppointment Scheduled$159.2KClosed Won$0.00Closed Lost$0.00

What the report shows

  • Won revenue, deals won, win rate and open pipeline
  • Won revenue by close month against last year
  • Won revenue by deal owner
  • Win rate by original source and open pipeline by deal stage

How to export it from HubSpot

  1. In HubSpot, go to CRM › Deals and open the All deals view.
  2. Click Export (in board view: Board options › Export view).
  3. Choose CSV, then Export. HubSpot emails you a download link.
  4. Upload the file to Superlytix and pick Close Date as the main date.

Columns in a typical export

You don't need to rename or remove anything. Superlytix works out what each column is, and you can correct it.

Record IDDeal NamePipelineDeal StageAmountClose DateCreate DateDeal ownerDeal TypeOriginal Source

Every number explained

Each number in your report comes with its definition and a worked example from your own data.

Won revenueAmount where Deal Stage is “Closed Won”
Deals wonNumber of Hubspot-crm-exports-all-deals rows where Deal Stage is “Closed Won”
Deals lostNumber of Hubspot-crm-exports-all-deals rows where Deal Stage is “Closed Lost”
Win rateDeals won ÷ (Deals won + Deals lost)
Open pipelineAmount − Won revenue − Amount where Deal Stage is “Closed Lost”

Questions

How is win rate calculated?

Deals won ÷ (deals won + deals lost). Open deals aren't counted until they close, and you can see that definition on the number itself.

Can I report by create date instead?

Yes. Your export has both dates; choose which one the report is built on, for example create date for a lead-flow view.

Will it work with a custom pipeline?

Yes. Stage names come from your file, whatever they are.

Try it with your own HubSpot export

About 10 minutes from file to report. Free until you download.

Start free

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HubSpot is a trademark of its owner. Superlytix is not affiliated with or endorsed by HubSpot; it reads the files HubSpot lets you export. The numbers above come from a made-up sample file.