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Reporting & ChartsEasy30 seconds

How to Count Deals by Owner in HubSpot

Learn how to see deal counts and pipeline value per sales rep in HubSpot. Compare building reports with Shabe's instant rep performance breakdown.

The HubSpot Way

Multiple clicks through menus and forms:

Navigate to Reports → Create Report → Deals → Group by Owner → Select count metric → Save

⏱️ Takes 2-5 minutes + context switching

The Shabe Way

Just type what you need:

"Count deals by owner"

⚡ Instant results in seconds

Why Rep-Level Metrics Matter

Understanding deal distribution by owner helps you:

  • Identify top performers to learn from
  • Spot capacity issues before they impact quota
  • Balance territories fairly
  • Coach effectively with data

The Traditional HubSpot Way

Getting deal counts by owner:

  1. Go to Reports → Create report
  2. Select Deals as the data source
  3. Choose Group by → HubSpot owner
  4. Add Count as the metric
  5. Optionally add Amount for value
  6. Save and name the report

For ad-hoc questions, building a report takes 5+ minutes.

The Shabe Way

Just ask:

"Count deals by owner"

Instantly see:

Owner Deal Count Total Value
Sarah Kim 24 $1.2M
Mike Johnson 18 $890K
Alex Chen 15 $750K

Variations You Can Try

"How many deals does each rep have?"
"Show pipeline value by owner"
"Which rep has the most deals in Negotiation?"
"Count open deals by salesperson"
"Leaderboard by closed-won this quarter"

Adding Filters

Narrow down your analysis:

"Count deals by owner for deals over $50k"
"Show deals by owner closing this month"
"Count my team's deals by stage"
"Pipeline by rep for enterprise segment"

Visual Options

Request charts:

"Bar chart of deals by owner"
"Pie chart of pipeline by rep"
"Show deal count by owner as a chart"

What Managers Learn

From deal-by-owner analysis, you can spot:

  • Overloaded reps → Reassign or hire
  • Underperformers → Coach or adjust territory
  • Uneven distribution → Rebalance lead routing
  • Stage bottlenecks → Targeted training

Combining with Activity Data

For deeper insights:

"Show deals by owner with activity counts"
"Which reps have stale deals?"
"Compare deal count vs. activities by rep"

Get Started

Connect your HubSpot to Shabe and ask "Count deals by owner" for instant rep performance visibility.

Stop Clicking. Start Talking.

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

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