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Accurate reporting is the key to making informed business decisions and ensuring the success of your sales team. With the help of Hubspot's reporting and sales analytics tool, you can gain valuable insights into your sales pipeline, forecast revenue, and track the performance of your team. But with so many reports available, it can be overwhelming to determine which ones are the most crucial to your sales process.
That's why we've outlined our top four favorite sales reports that will help you get the most out of your Hubspot dashboard and drive sales success.
Deal Stage Funnel - Get a bird's-eye view of the number of deals in each stage of your sales pipeline and the conversion rates that reflect their progress. You can choose to include all deals or only those that are moving forward, but keep in mind that the latter option won't show conversions percentages.
Deal Forecast - See how much revenue your organization is likely to close from open deals. This report is calculated based on deal amounts and the deal probability in your sales pipeline. Make sure to associate an amount and close date with each deal to get the most out of this report.
Deal Closed vs Goal - Stay on top of your sales team's performance by using this report to track the success of your team compared to the goals you set. You can see the number of deals closed, the revenue they generated, and how it compares to your team's quotas.
Team Activity Totals - Keep an eye on your sales team's productivity by tracking their calls, tasks, notes, emails, and meetings. This report provides an overview of your team's activity and can be filtered by date for a more in-depth analysis.
Opportunities by Source - Track which platforms you're getting the most opportunities from. This report allows you to see which marketing channels are driving the most traffic and generating the most leads. Use this information to optimize your marketing efforts and allocate your resources more effectively. This report can also help you understand which platforms are most effective for reaching your target audience and can inform your future marketing strategies.
Customize Your Reports for Your Business Needs
Do you have unique reporting needs for your organization? Our Hubspot Architects are experts who have created custom reports for almost any scenario and are ready to help you present your data the way you want. Book a free consultation with us today and take the first step towards sales success!
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