🚨 HubSpot 101: Basic Reporting you NEED for your Sales Team 🚨
Whether you’ve never used HubSpot before or have been using it for some time now, there are basic reports that you NEED to have created for your sales team.
These reports will help your sales team see the current metrics from an outbound prospecting performance.
By being able to visually see where the overall demand generation program’s health, it will help the sales team make pivots to improve results with A/B testing.
Getting back to business, below are the following basic reports you NEED to have for a sales team.
Basic Reports EVERY Sales Team Needs:
🔹Email Metrics per HubSpot Email Sequence
🔹Call outcomes per ICP Segment
🔹Calls per week (total) w/ call outcomes
🔹Calls per month (total) w/ call outcomes
🔹Pipeline Reporting
🔹SALs per Month/Year Tracker
🔹SQLs per Month/Year Tracker
🔹Opps per Month/Year Tracker
🔹Closed Won/Closed Loss per Month/Year Tracker
Go take a look at your HubSpot to see what reports you’re missing and get them added ASAP.