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The Top Sales Reports You Should Be Using in HubSpot

The Top Sales Reports You Should Be Using in HubSpot
Dani Buckley
The Top Sales Reports You Should Be Using in HubSpot

The Top Sales Reports You Should Be Using in HubSpot

As a business leader, you know that having the right data can make a world of difference in how you make business decisions day in and day out. I talk to leaders all the time who wish they had a better handle on what data matters and specific reports more readily available. This is where HubSpot comes in.  

HubSpot offers a variety of tools for sales teams, including several powerful reports that can help you track your sales forces’ progress and identify areas for improvement and optimization. The right reports will also help you better forecast and budget, as well as analyze marketing ROI, among other things.  

In this blog post, we will explore some of the top sales reports available in HubSpot and discuss why they are so important for sales leaders and sales teams. 

Why HubSpot for Sales Reporting? 

To start, let’s cover what HubSpot is exactly so we’re all on the same page.  

HubSpot is a full-fledged platform that provides a myriad of tools for marketing, sales, and overall business operations. The platform offers a CRM, marketing automation tools, sales enablement tools, and more. When it comes to the sales side of things, the tools are plentiful. Here’s just an overview of some of what HubSpot offers: 

  • Customer and prospect database management 

  • Lead intelligence 

  • Deal pipelines and automation 

  • Sales process automation (sequences) 

  • Email tracking 

  • Email templates 

  • Inbox integrations  

  • Document sharing and tracking  

  • Meetings scheduler  

  • Sales playbooks  

  • And lots and lots of reporting!  

For many businesses, HubSpot can be a one-stop shop for sales 

How to Determine if the HubSpot CRM is Right For You

The Benefits of Having Strong Analytics and Reporting for Sales  

Having strong analytics and reporting in place is crucial for sales teams as it offers a number of benefits. Firstly, it helps to identify areas of improvement in your sales process and enables you to understand how to improve it. Secondly, it tracks your performance, helping you to analyze historical performance and make data-driven decisions. Finally, it allows you to identify trends quickly, enabling you to make quick decisions in response to changes in the market or your business. 

But it’s important to remember the reports are going to only be as good as the data going in – so adoption and usage matter!  

The Top Sales Reports in HubSpot – For Leaders  

When we’re thinking about sales reporting, it’s often wise to think of two buckets: 

  • Sales Leaders 

  • Salespeople 

This is because, in most cases sales leaders need to be looking at and evaluating different data than salespeople do. When setting up your CRM, you want to be sure you’re thinking about both audiences in both the usage and the reporting elements.  

Here are some of the top reports that sales leaders should be using:  

  1. Sales Performance Report - This report shows how your sales team is performing and tracks their progress over time. It allows you to analyze sales and revenue by team member, region, and other key metrics.

  1. Sales Pipeline Report - This report offers a comprehensive view of your sales pipeline and tracks the progression of leads through each stage of the sales process. It enables you to identify bottlenecks and ensure that your sales team is properly prioritizing their leads.

  1. Sales Forecast Report - This report allows you to make data-driven decisions by predicting future sales revenue based on your existing pipeline and trends.

  1. Sales Activities Report - This report shows how many actions your sales reps are taking and tracks their engagement levels. This helps to identify which sales reps need additional support and training.

The Top Sales Reports in HubSpot – For Salespeople  

Reporting is just as important for individual sales reps as it is for sales leaders. Here are some of the best reports for salespeople inside of HubSpot:  

  1. Sales Activity Report - This report shows the number of calls, emails, and tasks that have been completed over a specific period of time. This helps sales reps understand their productivity levels.

  1. Deal Stage Funnel Report - This report offers a view of leads at different stages of the sales funnel, giving sales reps an overview of the performance of their sales pipeline.

  1. Closed-Won and Closed-Lost Report - This report helps sales reps understand why specific deals were won or lost, giving them valuable insights that they can use to improve their future sales efforts.

HubSpot's reporting tools for sales offer a range of benefits to sales teams, including improved decision-making and insights into areas of improvement – which is one of the most important things the best sales organizations are doing on a consistent basis. By regularly monitoring these reports, sales leaders can make informed decisions, and sales reps can better understand their performance and prioritize their efforts.  

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About Author

Dani Buckley

Dani is the VP/General Manager at LeadG2. She has a diverse background in both advertising sales and marketing consulting that helps her address the varying needs of our diverse client base at LeadG2. She’s especially passionate about sales enablement and the many ways that marketing tactics can contribute to achieving sales goals. Dani is a writer, speaker, facilitator, camper van enthusiast, and personal development junkie. She currently lives in Northern California.

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