Basic Sales Reporting
Dashboard to track KPIs (sales activity, pipeline volume, conversion rates, lead sources, and lead quality).
Features
Customized Sales Dashboards: We'll create a tailored sales dashboard in HubSpot that provide at-a-glance insights into your sales team's performance, lead conversion rates, and revenue generation.
Lead Conversion Analysis: Understand how effectively your leads are moving through the sales funnel with a detailed lead conversion report. Identify areas where improvements can be made.
Sales Team Activity Metrics: Track your sales team's performance with activity metrics like number of tasks, calls, and emails. Ensure that your team is working efficiently.
Deal Funnel Progression: Visualize how deals progress through your sales funnel. Identify bottlenecks or stalls in your sales pipeline and optimize your processes accordingly.
Benefits
Data-Driven Insights: Gain actionable insights into your sales performance, allowing you to make informed decisions that drive revenue growth.
Improved Efficiency: Optimize your sales processes and team performance by identifying areas that need attention.
Transparent Sales Funnel: Visualize the progression of your deals.
Sales Team Empowerment: Equip your sales team with the tools and insights they need to succeed. Focus on
Growth: Spend less time sifting through data and more time strategizing for business growth.
Deliverables
Discovery Call
1 Dashboard Setup
4 Custom Reports
Hours
5
Delivery
2-3 Days