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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

  1. Data-Driven Insights: Gain actionable insights into your sales performance, allowing you to make informed decisions that drive revenue growth. 

  2. Improved Efficiency: Optimize your sales processes and team performance by identifying areas that need attention. 

  3. Transparent Sales Funnel: Visualize the progression of your deals. 

  4. Sales Team Empowerment: Equip your sales team with the tools and insights they need to succeed. Focus on 

  5. 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

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