Popular Use Cases: HubSpot Sales Performance

Sales Performance includes Pipelines, Sales Rep Performance, and more.

HOW TO REPORT ON

  • Pipeline Performance
  • Custom Deal Properties
  • Sales Rep Performance
  • Projected Closed Won Amount
  • Tasks
  • Meetings
  • How to report on Pipeline Performance

    You can use Basic, Custom, and Calculated Metrics to report on Pipeline Performance from your HubSpot CRM portal.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Popular Templates
  • Basic Metrics to report on Pipeline Performance

    There are a variety of Basic HubSpot CRM Metrics available in Databox that allow you to analyze your Pipeline Performance. This includes "Deals Won by Pipeline," "Deals Created by Pipeline," "Open Deals Amount (by Stage/Pipeline)," and "Open (unclosed) Deals by Stage/Pipeline." 

    To view these Metrics in Databox, navigate to  Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Pipeline" in the Search bar to view all Pipeline-specific Metrics. 

    Add any significant Pipeline Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking  + Add to my Metrics

    These Basic Metrics are best 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 by Pipeline" will allow you to report on this data. 

    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 to report on Pipeline Performance

    Custom Pipeline Performance Metrics can be built using the Query Builder for HubSpot CRM

    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. 

    Custom Metrics are best to report on New Deals or Closed Deals from your HubSpot CRM portal. To report on New Deals, you would choose Create Date as the Date Field. To report on Closed Deaals, you would choose Close Date as the Date Field

    Calculated Metrics to report on Pipeline Performance

    It's often valuable to report on conversion rates between stages when analyzing Pipeline Performance. These conversion rates are automatically calculated and displayed when using Pipeline and Funnel Visualization Types. 

    These Metrics can be manually created using 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.

    For example, to calculate the Conversion Rate between Deal Stages called "Contact Made" and "Proposal Sent" in your Sales Pipeline, you can use the equation "Open (unclosed) Deals by Stage by Pipeline" with "Proposal Sent" selected as the Dimension, divided by "Open (unclosed) Deals by Stage by Pipeline" with "Contact made" selected as the Dimension. 

    Popular Templates to report on Pipeline Performance

    How to report on Custom Deal Properties

    Custom Deal Properties can be accessed 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.

    Through this Query Builder, Custom Deal Properties that store numerical values (i.e., count, amount, etc.) are available in the Metrics drop-down and the Filter. Custom Deal Properties that store Strings (i.e., names, titles, etc.) are available in the Dimension drop-down and the Filter. Custom Deal Properties that store dates are available in the Date field

    How to report on Sales Rep Performance

    You can use Basic, Custom, and Calculated Metrics to report on Sales Rep Performance from your HubSpot CRM portal.

    IN THIS SECTION

  • Basic Metrics
  • Custom Metrics
  • Calculated Metrics
  • Popular Templates
  • Basic Metrics to report on Sales Rep Performance

    There are a variety of Basic HubSpot CRM Metrics available in Databox that allow you to analyze Sales Rep Performance. This includes "Closed Won Deals by Owner," "Calls by Owner," and "Deals Created by Owner." 

    To view these Metrics in Databox, navigate to  Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Owner" in the Search bar to view all Sales Rep Metrics. 

    Add any significant Sales Rep Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking   + Add to my Metrics

    To view the performance of a specific Sales Rep on a Databoard, set up your Datablock 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 to report on Sales Rep Performance

    Custom Metrics can be built using the Query Builder for HubSpot CRM to report on Deal Owners. This Query Builder only syncs data related to Deals, so other Performance Metrics are not accessible through the Query Builder. 

      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.

    For example, to create a Custom Metric to track the number of New Deals assigned to Owner "Tory Sher" split up by Channel, you would select Count of Deals as the Metric, Channel as the Dimension, Create Date as the Date Field, and Deal Owner contains Tory Sher as the Filter. 

    You can also create a Custom Metric to track the number of New Deals in the Sales Pipeline split up by Deal Owner. To do this, you would select Count of Deals as the Metric, Deal Owner as the Dimension, Create Date as the Date Field, and Pipeline contains Sales Pipeline as the Filter. 

    Calculated Metrics to report on Sales Rep Performance

    It's often valuable to report on close rates when analyzing Sales Rep Performance. These conversion rates are automatically calculated and displayed when using Pipeline and Funnel Visualization Types. 

    These Metrics can be manually created using 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.

    For example, to calculate the Close Rate of your entire team, you can use the equation "Deals Closed Won" divided by "Calls." 

    You may also want to report on the Close Rate for specific Sales Reps. 

    Rather than creating a new Calculated Metric for each Sales Rep, you can use the equation "Closed Won by Owner" divided by "Calls by Owner" without selecting a specific Dimension for either. 

    The resulting Calculated Metric will report on "Close Rate by Owner." 

    To view the Close Rate of a specific Sales Rep, you will then need to set up your Datablock in a way that prompts you to select a specific Dimension (Owner). Learn how to select a specific Owner on a Datablock here

    Popular Templates to report on Sales Rep Performance

    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. 

    To view the "Win Probability" of each Deal Stage in HubSpot, navigate to Settings > Sales > Deals and click Edit next to the Pipeline you'd like to view probabilities for. 

    In order to accurately forecast revenue, you will need to look at the current state of Deals in your pipeline along with the associated probabilities. 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 is now 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 full Pipeline.

    How to report on Tasks

    There are some Basic HubSpot CRM Metrics available in Databox that allow you to analyze Task data. This includes "Tasks Completed" and "Tasks Completed by Owner." 

    To view these Metrics in Databox, navigate to   Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Tasks" in the Search bar to view all Task-specific Metrics. 

    Add any significant Task Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking  + Add to my Metrics

    How to report on Meetings

    There are some Basic HubSpot CRM Metrics available in Databox that allow you to analyze Meetings data. This includes "Meetings" and "Meetings by Owner." 

    To view these Metrics in Databox, navigate to  Metrics > Metrics Library and select HubSpot CRM from the Data Source drop-down. Enter "Meetings" in the Search bar to view all Meeting-specific Metrics. 

    Using this same strategy, you can also access Metrics to report on Calls, like "Calls" and "Calls by Owner." 

    Add any significant Metrics to your Metrics screen by hovering over the logo in the top right of the Metric block and clicking  + Add to my Metrics. 

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us