How to Setup and Leverage HubSpot Sales Reporting

How to Setup and Leverage HubSpot Sales Reporting

Last updated: 

September 7, 2023

Rasheed Ahamed

Rasheed Ahamed

HubSpot Sales Reporting is a powerful tool within HubSpot that provides real-time visibility into your sales performance. It allows you to track key metrics, analyze data, and gain actionable insights, all in one centralized dashboard. With HubSpot Sales Reporting, you have the ability to measure the effectiveness of your sales activities, identify trends, and make data-driven decisions to optimize your sales processes.

What is HubSpot Sales Reporting?

HubSpot Sales Reporting is a comprehensive analytics tool that provides you with a deep understanding of your sales funnel, from lead generation to deal closure. It allows you to track and measure important metrics such as conversion rates, deal velocity, and revenue attribution.

By visualizing your sales data in easy-to-understand charts and graphs, you can quickly identify bottlenecks, pinpoint areas for improvement, and take proactive steps to drive better results.

Why Setup HubSpot Sales Reporting?

Sales reporting is the lifeblood of any successful sales organization. It enables you to gain actionable insights into your sales performance, identify strengths and weaknesses, and make informed decisions to drive revenue growth. By leveraging HubSpot Sales Reporting, you can:

Track and measure your sales activities

HubSpot Sales Reporting allows you to monitor the performance of your sales team, understand what activities are driving results, and identify areas where improvement is needed. You can track important metrics such as calls made, emails sent, and meetings booked, giving you a clear picture of your team's productivity and effectiveness.

Identify trends and patterns

By analyzing your sales data over time, you can identify trends and patterns that can help you optimize your sales processes. For example, you may discover that certain types of leads convert at a higher rate or that specific sales activities have a greater impact on deal closure. Armed with this knowledge, you can focus your efforts on activities that yield the best results.

Make data-driven decisions

Gone are the days of making sales decisions based on gut instinct or intuition. With HubSpot Sales Reporting, you have access to accurate and up-to-date data that allows you to make informed decisions. Whether it's adjusting your sales strategy, reallocating resources, or prioritizing leads, having access to the right data at the right time empowers you to make smarter choices that drive revenue growth.

Improve sales forecasting

HubSpot Sales Reporting also enables you to improve your sales forecasting accuracy. By analyzing historical data and trends, you can make more accurate predictions about future sales performance. This can help you set realistic targets, allocate resources effectively, and make informed decisions about hiring and expansion.

Optimize sales processes

With HubSpot Sales Reporting, you can identify inefficiencies and bottlenecks in your sales processes. By analyzing the data, you can pinpoint areas that need improvement and take proactive steps to optimize your sales operations. This can lead to increased efficiency, shorter sales cycles, and ultimately, higher revenue.

As you can see, HubSpot Sales Reporting goes beyond just tracking numbers and metrics. It provides you with the insights and information you need to make strategic decisions that drive sales growth. 

How to Create HubSpot Sales Reports

1. Go to your HubSpot account and head to Reports > Analytics Tools.

2. Click on Sales Analytics.

3. In the left sidebar, choose the topic you want to analyze to access the available reports (more on this below).

4. Select the specific report you wish to work on.

5. The report preview is displayed in the center panel, and each report may have different tabs for different data views.

  • To learn about the chosen report and its tabs, click on the "About this report" tab in the right panel.
  • For data filtering, utilize the dropdown menus found on the "Filters" tab in the right panel. The available options may vary depending on the selected report, including date ranges, grouping by owners or teams, selecting representatives, choosing teams, and filtering by deal pipeline.
  • To further refine your data, click "Add filter" and specify your filter criteria.

6. If you want to share the report with other users in your HubSpot account who have access to sales analytics, click the "Actions" dropdown in the center panel and choose "Copy report URL."

7. Once you've customized the report to suit your analysis needs, simply click "Save report" to store it in your reports list or add it to a dashboard.

Sales Reports in HubSpot

As we mentioned above, HubSpot has plenty of sales reports related to coaching, forecasting, deals, and outcomes that you can leverage to analyze and create your own reports. Here’s a quick rundown of the available reports. 

Coach Reps & Teams

- Call Outcomes: See call details and outcomes for your users or teams.

- Chats: Track the number of chat conversations per user or team.

- Completed Activities: View completed activities, including calls, meetings, tasks, emails, and notes.

- Deals Created: Monitor the number of deals created by users or teams.

- Lead Response Time: Analyze the time between contact assignment and user interaction.

- Meeting Outcomes: Explore meeting outcomes.

- Prospecting Activities: Access various sales activities reports.

- Tasks Completed: Check the number of tasks created and their status.

- Team Activity Timeline: Chronological view of team activities.

- Time Spent in Deal Stage: Understand the average time deals spend in stages.

Forecasts & Pipelines

- Deal Change History: Track changes in deal stages, amounts, and close dates.

- Deal Funnel: Analyze the status of deals in your selected pipeline.

- Deal Pipeline Waterfall: Categorize revenue changes in the deal pipeline.

- Deal Push Rate: Monitor changes in deal close dates.

- Forecast Category: Forecasted revenue by category.

- Historical Snapshots: View deals at specific points in time.

- Quota Attainment: Measure revenue closed against goals.

- Weighted Forecast Category: Forecasted revenue using weighted amounts.

- Weighted Pipeline Forecast: Calculate forecasts based on deal stages.

Sales Outcomes

- Average Deal Size: Determine the average deal amount.

- Deal Loss Reasons: Understand why deals are closed-lost.

- Deal Revenue by Source: Track deal amounts by source.

- Deal Velocity: Analyze the time it takes for deals to close.

- Deals Won & Lost: See the number of deals won and lost.

What’s Next?

HubSpot Sales Reporting is a valuable tool for your sales team. It goes beyond mere numbers and metrics. It helps you gain important insights, make informed decisions, and boost your revenue. With HubSpot Sales Reporting, you can keep track of your sales activities, spot trends, and improve your processes. This comprehensive analytics tool also enhances your ability to predict sales accurately, streamline operations, and increase your revenue.

So, what's the next step? Access your HubSpot account, explore the available reports, and start using the power of HubSpot Sales Reporting to take your sales team to the next level. With the right data in hand, you'll be better equipped to guide your teams, make confident forecasts, and understand your sales outcomes in a whole new way. Success in sales begins with HubSpot Sales Reporting, and the possibilities it offers are boundless.

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