B2B Sales Funnel Reporting

scannon11 — Mon, 05 Dec 2022 17:42:59 GMT

Hi there,

We're an early stage SaaS company, and are looking to build more comprehensive reporting across our entire sales funnel. It's a bit disjointed right now, with lead reporting on the contact record level and then deal reporting for the rest of the process. The focus is particularly on inbound leads.

We'd like to report on:

- How many inbound leads this time period

- How many of those leads had a discovery call or demo, and what the outcome was

- How many of those leads advanced to become an opportunity

- Standard sales reporting for those deals created

Essentially, it's better connecting from the contact level lead generation to the company level. Any suggestions are appreciated.

Thanks

Re: B2B Sales Funnel Reporting

Malcolm_Chiu — Mon, 05 Dec 2022 23:08:38 GMT

Hi Sean, I have developed some very advanced Sales Funnel Reports by exporting Hubspot data, and I would be open to share more, please feel free to message me back.

topic Re: B2B Sales Funnel Reporting in Tips, Tricks & Best Practices

B2B Sales Funnel Reporting

Re: B2B Sales Funnel Reporting