The reports your management team cares the most about
Now that we understand which reports better serve marketing and sales teams, it is time to understand which reports truly matter to your management team. To know which reports they really want to see, I suggest the following two methods:
- Ask them: Yes, simply ask them which types of reports they would like to see. Most times, they won't be able to articulate the exact name of the report but a sufficient explanation of the data they are looking for is often more than enough to begin.
- Start with revenue: If in doubt, always remember that managers generally care about the bottom line. They want to see reports that show them how well they are doing financially and what's contributing to this success or failure.
After setting up hundreds of HubSpot accounts, these are the five reports most commonly requested or appreciated once they are built:
- Revenue forecast
- Deal time spent in each stage ...