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How to create line-item reports in HubSpot

DoPricer applies your company prices and discounts directly to Line Items on HubSpot deals. Create reports to track your team's progress, counting the number of new Line Items per month.

  1. In Hubspot, go to the Reports top menu and choose Reports

  2.  Create Report > Single Object > Line Items > NEXT

  3. Click the Visualization tab. Choose vertical Column chart

  4. Drag "Count of Line Items" up to the "Displaying" box

  5. Drag "Create Date" also up to the "Displaying" box

  6. Edit the Filter (at top left) to Create Date is Last 365 days. Click "Update Filter"

  7. Edit the Frequency (top right) to "Monthly"

  8. Save the Report for future use 

     

    Now viewing the chart, how many Line Items are the sales team generally creating per month?

    For example

    Example Report - New Line Iems per Month