Download the entire Ultimate Guide to HubSpot Sales Hub Deployment

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The Ultimate Guide to HubSpot Sales Hub Deployment

How To Grow Your Sales With HubSpot CRM

Download the entire Ultimate Guide to HubSpot Sales Hub Deployment

Download Now

Chapter 7-

Sales Enterprise Dashboards & Reporting

Take advantage of Sales Hub Enterprise’s cross-object reporting capabilities. Run reports that use data from a diverse selection of objects such as Contacts, Companies, Deals, Activities, Tickets, Products and more to create detailed dashboards and reports.

Create necessary benchmarks based on goals and key factors that drive the most value. With Sales Enterprise, your team will have a transparent view of performance metrics including historical performance metrics, revenue goals and forecasts, volume of leads contacted, deals created, calls made, and other metrics for success.

With Sales Enterprise, your team will have a transparent view of performance metrics including historical performance metrics, revenue goals and forecasts, volume of leads contacted, deals created, calls made, and other metrics for success.

Set automated reports based on the metrics and data that are most beneficial and valuable for your management team and reps. Upon doing so, you should work through the following tasks:

  • Set goals and quotas for your sales teams and individual sales reps
  • Build a report that includes revenue forecasting and closed revenue
  • Build a report on sales rep productivity
  • Build any additional custom reporting as needed
  • Create custom event tracking
  • Setting up Dashboards.

Configure dashboards for both your management teams and individuals. We recommend working with your designated sales point person to make sure your dashboards are setup the best way possible.

  • Setting up Custom Sales Reports.

Reports are a valuable resource from both the management and strategic standpoints. Customizing your reports prior to rollout will ensure you can get the information you need to begin mapping your progress, proactively tweak your strategies, and start creating accurate benchmarks and KPI before the platform is fully rolled out.

For other existing data outside of HubSpot that you would like to see or add to your report, there are available integrations that you can use. If integrations are out of the question, third party applications available in the app store can be great alternatives that can help you sync your data from HubSpot to another system and vice versa. At an enterprise level, using one of these third party reporting integrations are fairly common.

SALES HUB ENTERPRISE  |  Automation Tools.
Get the best result from sales enablement by observing these best practices.

  • Conversation routing

Accelerate the sales process by routing to conversations to specific reps.

  • Workflows

Create workflows with the ability to add if/then branches, delays, and simultaneous enrollment triggers

  • Aligning content and tools with the sales cycle.

Trigger a webhook to an external application. This allows your workflow to communicate with this external application. For example, webhooks can send a HubSpot company’s information (formatted in JSON) to an external CRM. Learn more about triggering webhooks.

  • Consistently training and evaluating sales teams.

Ample training and continuously reinforcing the learning through regular monitoring and evaluation of sales performance can lead to the discovery and refinement of tactics that drive successful customer interactions. It can also establish benchmarks for all stages in the sales talent management lifecycle.

  • Maintaining continuity between sales tools and marketing materials. 

According to CSO Insights, 52% of sales managers aren’t certain whether their teams are delivering consistent messages. Aligning the two departments and creating (and updating) collaborative playbooks will help prepare sales reps for a series of conversations with current and prospective customers and ensure messages are on point across the board.

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