Reporting & ChartsEasy15 seconds

How to See Deals by Rep in HubSpot

Learn how to view deals grouped by sales rep in HubSpot. Monitor team performance and balance workloads.

The HubSpot Way

Multiple clicks through menus and forms:

Navigate to Deals → Group by owner → View distribution

⏱️ Takes 2-5 minutes + context switching

The Shabe Way

Just type what you need:

"Show me deals by rep"

⚡ Instant results in seconds

Why View by Rep

Rep-level visibility helps:

  • Performance tracking - individual metrics
  • Capacity management - workload balance
  • Coaching - identify who needs help
  • Forecasting - rollups by rep

The Traditional HubSpot Way

  1. Go to Deals
  2. Filter or group by Owner
  3. View distribution
  4. Or use Reports

The Shabe Way

"Show me deals by rep"

Query Examples

"List Sarah's deals"
"Show Mike's pipeline"
"Display deals for each sales rep"
"Compare rep pipelines"

Rep Performance

"Who has the most deals?"
"Show top performers by deal count"
"List reps with highest pipeline value"
"Compare win rates by rep"

Capacity Analysis

"Which reps are overloaded?"
"Show pipeline distribution across team"
"Find reps with low deal counts"
"Balance workload across reps"

Get Started

Connect HubSpot to Shabe for instant rep-level pipeline visibility.

Stop Clicking. Start Talking.

Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.

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