How to Show Deals Closing This Month in HubSpot

The Traditional HubSpot Way

To see deals closing this month in HubSpot, you typically need to:

1. Navigate to Sales in the top menu
2. Click on Deals
3. Click Add filter
4. Select Close date
5. Choose This month
6. Click Apply filter

This process takes about 6-8 clicks and requires you to remember where the filter options are located.

The Shabe Way

With Shabe, you simply type:

"Show me deals closing this month"

That's it. Shabe understands your intent and returns a formatted table with all deals that have close dates in the current month.

What You Get

When you ask Shabe for deals closing this month, you receive:

• Formatted table with deal name, amount, stage, and owner
• Total pipeline value for the month
• Stage breakdown showing how many deals are in each stage
• Suggested follow-ups like "Show deals at risk" or "Chart by stage"

Advanced Queries

Once you're comfortable, try these variations:

• "Show deals closing this month over $50k"
• "Show my deals closing this month" (filters to your deals only)
• "Show deals closing this month in Negotiation stage"
• "Chart deals closing this month by owner"

Why This Matters

Sales teams waste an average of 2 hours per week navigating CRM interfaces. With Shabe's conversational approach, you get instant answers and can focus on selling instead of clicking.

Try It Now

Connect your HubSpot account to Shabe and type "Show me deals closing this month" to see the difference yourself.