Conversion Rate By Sales Rep

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi

Has anyone created/figured out a way to report on conversion rate by sales rep within Hubspot. I know the funnel option shows conversion by stage but I want to know who in the team is converting the highest and what that % looks like.

Thanks

Simon

2

Hi @SMoore73,

Thanks for reaching out!

I would like to invite our reporting experts to this conversation to see if they have advice.

Hi @Josh, @KSenette4, @johnelmer - Do you have any recommendations for @SMoore73on how they could report on conversion rate by sales rep?

Thank you!

Best,

Kristen

3

Happy to have update on this topic.

I don’t suceed in analyzing and calculating the CVR by sales.

My difficultie is to have the split between first sales meeting that open a deal and then follow all the cohorts after these first meetings. And to link these sales acitvity to the deals and deal stage.