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How to build a weekly sales review in HubSpot

Step-by-step guide covering: Click the Dashboards option; Click the Create dashboard button; Click the Sales Opportunity Review option; Click the Next button.

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·16 steps·6 views·Published
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Step-by-step Guide16 steps

  1. Click the Dashboards option

    Click the Dashboards option
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  2. Click the Create dashboard button

    Click the Create dashboard button
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  3. Click the Sales Opportunity Review option

    Click the Sales Opportunity Review option
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  4. Click the Next button

    Click the Next button
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  5. Click the Create dashboard button

    Click the Create dashboard button
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  6. Click 'Go to your dashboard' link

    Click 'Go to your dashboard' link
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  7. Click the Quick Filters option

    Click the Quick Filters option
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  8. Click here to access dynamic filters

    Click here to access dynamic filters
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  9. Click the Add button

    Click the Add button
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  10. Click the Date range control

    Click the Date range control
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  11. Click 'Select an operator'

    Click 'Select an operator'
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  12. Click the 'is between' filter option

    Click the 'is between' filter option
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  13. Click the 'Click here' link

    Click the 'Click here' link
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  14. Click the Date Range Field

    Click the Date Range Field
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  15. Click the Date Range field

    Click the Date Range field
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  16. Click the Apply button

    Click the Apply button
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