Creating sales reports that help your sales teams close more deals
In order to create reports that help the sales team track their progress on deals, it is important to remember that most of the information related to sales lies in the deals object or activities object. Therefore, it is important that the pipelines be set up and in use (refer to Chapter 3, Using HubSpot for Managing Sales Processes Effectively, for tips on how to do this) and that the sales team is using the many tools available within HubSpot, as discussed in Chapter 4, Empowering Your Sales Team through HubSpot.
Once the information is populated in these topics, the following reports can be useful to your managers as well as for the marketing team to understand the success of their efforts:
- Activity leaderboard
- Deal leaderboard
- Opportunities by Original Source
- Deals won by source
- Closed Lost Reasons
Let's take a look at what each of these reports represents.