Forecasting & AnalyticsMedium30 seconds
How to Show Pipeline by Month in HubSpot
Learn how to view your pipeline grouped by close month in HubSpot. Forecast revenue and plan capacity by month.
The HubSpot Way
Multiple clicks through menus and forms:
Navigate to Reports → Create report → Group by close date month → Configure
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"Show me pipeline by month"
⚡ Instant results in seconds
Why View by Month
Monthly pipeline view helps:
- revenue forecasting - predictable cash flow
- Capacity planning - resource allocation
- Quota tracking - monthly targets
- Seasonality patterns - identify trends
The Traditional HubSpot Way
- Go to Reports
- Create custom report
- Group deals by close date month
- Sum deal amounts
- Configure date ranges
- Save and view
The Shabe Way
"Show me pipeline by month"
Returns pipeline distribution across months with values.
Query Examples
"Show Q1 pipeline breakdown by month"
"Display deals closing each month"
"Pipeline by month for next 6 months"
"Compare monthly pipeline Q4 vs Q3"
Monthly Metrics
"What's closing in January?"
"Show February pipeline value"
"List deals by close month"
"Which month has most pipeline?"
Forecasting
"Forecast revenue by month"
"Show weighted pipeline by month"
"Project closings for next quarter"
"Monthly forecast with probabilities"
Get Started
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