Popular Use Cases: HubSpot CRM

HOW TO REPORT ON

How to report on Sales Rep Performance

You may want to report on the performance of one sales rep. This includes viewing data on "Calls," "Deals Created," "Deals Closed Won," etc. for your specified rep.

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Lifecycle Stage Metrics

You can use Basic and Custom Metrics to report on Sales Rep performance from your HubSpot portal. 

The Basic Metrics that are available are all titled "New [Lifecycle Stage]," such as "New Leads," "New Opportunities," and "New MQLs." 

To view a list of these Metrics, navigate to  Data Manager > Metrics in Databox and select HubSpot CRM from the Data Source drop-down. Type "by Owner" in the Search bar to filter out all "by Owner" Metrics. 

In order to view the performance of a single rep, you'll need to set your Datablock up in a way that prompts you to select a specific Dimension (Owner). Learn how to select a specific Owner on a Datablock here

Custom Metrics can also be created to report on the performance of Deal Owners using the Query Builder for HubSpot CRM

    Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following these steps.

To do this, it's recommended you use the Dimension "Owner" in the Dimension or Filter. This will allow you to specify the individual rep you want to sync data for. 

Pro Tip : If you don't know which Filter to put in place, use the Dimension + Data Preview to troubleshoot and get more insight into the data that is returned from your Google Analytics Account for each field. Learn more here.

If you want to report on the number of deals your rep, Tory, created split up by channel, you can build the following Custom Metric:

If you want to report on the performance of all Deal Owners, it's recommended that you use the Dimension "Owner" in the Dimension field rather than the Filter.

If you want to report on the number of deals all of your reps have created, you can build the following Custom Metric:

Lifecycle Stage Templates

Here are some Sales Rep Performance Templates to help you get started: 

How to report on Pipeline Performance

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Pipeline Performance Metrics

You can use Basic Metrics to report on the performance of open Deals in your Pipeline. Specifically, the Metrics "Open (unclosed) Deals by Stage by Pipeline" and "Open Deals Amount (by Stage/Pipeline)" will allow you to report on this data. 

To view a list of these Metrics, navigate to Data Manager > Metrics in Databox and select HubSpot CRM from the Data Source drop-down. Type "open" in the Search bar to filter out all Metrics that report on open Deals. 

From the Designer, drag-and-drop a Pipeline or Funnel visualization from the Visualization Types list. In Datablock Settings, select HubSpot CRM as the Data Source. Select Open (unclosed) Deals by Stage by Pipeline or Open Deals Amount (by Stage/Pipeline) as the Metric. 

This will expose the Dimension field, where you can select the specific Deal Stage. 

Pro Tip: To filter out a specific Pipeline, type the Pipeline Name in the Dimension drop-down. 

Click + Add Row to select the next Deal Stage to populate your Pipeline. Continue this process until you've added all open Deal Stages from your Pipeline.

Custom Metrics may also be created to report on the performance of open Deals using the Query Builder for HubSpot CRM. However, these Custom Metrics require a Date Field, which often makes it difficult to capture all open Deals. 

You can use Basic Metrics to report on the performance of closed Deals in your Pipeline. Specifically, the Metric "Deals Won by Pipeline" and "Closed Deals Amount by Stage/Pipeline" will allow you to report on this data. 

Custom Metrics can be also be created to report on the performance of closed Deals using the Query Builder for HubSpot CRM

Pipeline Performance Templates

Here are some Pipeline Performance Templates to help you get started: 

How to report on Custom Deal Properties

Custom Deal Properties are accessible using the Query Builder for HubSpot CRM. Learn more here.

How to report on Projected Closed Won Amount

You may want to report on projected revenue from your HubSpot CRM pipeline. 

Each Deal Stage in HubSpot CRM has a probability associated with it. This probability indicates the likelihood of closing Deals marked in that Deal Stage. 

In order to accurately forecast revenue, you will need to look at the current state of Deals in your pipeline along with the probability. To do this, you will need to use Data Calculations

    Data Calculations is available in Plus and Business Accounts. Agency Basic Accounts have access to Data Calculations in the Agency Account only. Request a trial of Data Calculations by following these steps.

First, you'll want to create a new Calculated Metric for each Deal Stage. To do this, start by using the HubSpot CRM Metric "Open Deals Amount by Stage by Pipeline." Select your first Deal Stage. 

Multiply this by the probability associated with the selected Deal Stage. 

This Calculated Metric now is set to show the projected Closed Won Amount for Deals in this Deal Stage. 

Repeat this process for all Deal Stages in your Pipeline. Once you have a Calculated Metric for each Deal Stage, you can add them together to create a new Calculated Metric that reports on Projected Closed Won Amount for your Pipeline.

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