logo link37 agencia marketing digital

Sales reporting evaluates sales performance and strategies, facilitated by platforms like HubSpot offering standardized and customizable reports.

Sales monitoring or reporting is essential to achieve business success. HubSpot provides both standardized and customizable reports to analyze sales performance effectively.

What Are Sales Reports For?

• Extract and study relevant data.

• Monitor effectiveness of sales strategies.

• Access dashboards to share insights with teams.

• Customize reports based on business needs and HubSpot subscription (Starter, Pro, Enterprise).

Examples of Sales Reports

1. Sales Performance Report – Tracks growth/decline, total revenue, conversion rates, and business size.

2. Business Velocity Report – Analyzes speed of sales progression:

• Initial contact → qualification

• Qualification → proposal

• Proposal → closure
  
  3. Predictions & Pipelines Report – Overview of opportunities per sales representative.

HubSpot Reports Section

• Sales Analysis: Predefined reports summarizing important sales metrics.

• Custom Reports: Flexible reporting including Single Object, Funnel, Custom Report Builder, Attribution, and Buyer’s Journey Reports.

Step by Step: How to Create a Custom Sales Report

1. Select Data Sources – Combine up to 5 sources.

2. Add Fields – Include properties, activities, and events.

3. Apply Filters – Use ALL, ANY, or custom filter rules.

4. Configure View – Choose chart type, adjust axes, colors, labels, etc.

5. Save & Export – Save to a dashboard or add to report list.

HubSpot makes it easy to create detailed, actionable sales reports to monitor performance and guide business strategies.