Daily Revenue Report

[GabrielSaleh]

Hi!

Recently I assumed a new position in Revenue Operations. I passed my last years as a CRM professional.

One of my new attributions is to create a daily revenue report. The goal is to provide a simple visualization of our current situation while identifying problems, addressing solutions, and providing insights to the Sales, CS, and Marketing teams.

Anyone else works with daily reports? If yes, how you structured yours?

Thanks!

[HFisher7]

@GabrielSaleh - I’d advise taking a look through the reports included in the Sales Analytics dashboard in HubSpot for inspiration, adding in reports from each report type:

• Coach Reps & Teams
• Forecasts & Pipelines
• Sales Outcomes

Resource: Create sales reports with the sales analytics tool.

As your daily revenue report needs to be simple yet cover Sales, CS & Marketing, some reports I’d consider adding to a daily revenue report are:

• Deal funnel
• Weighted pipeline forecast
• Forecast category
• Deal pipeline waterfall, changes from the last 24 hours
• Deal loss report
• Deal revenue by source
• Team activity timeline
• Lead response time