I and the organization I work for are very new to HubSpot and trying to expand on the current tools we use now.
One thing that we identified as a priority is something we call a lead measure. This will allow management to identify progress being made by the sales team.
Things we have identified to be prioritized for Lead Measures:
For a lot of the items on your list, there are standard reports in HubSpot report library. Navigate to Menu > Reports > Reports > Report library. For example (search for the string after the arrow):
Calls made → Calls placed totals by rep
Number of contacts added → Contact created totals by day
Deals won → Deal stage funnel with deal totals and conversion rates
Pipeline vs quota → Deals created totals vs. goal
Number of deals added → Deals created totals vs. goal
Logged emails → Activity leaderboard by rep with type breakdown
Dollar amound in deals added → Deal leaderboard - amount closed by rep
Notes, tasks and future meetings would have to be visualized in custom activity reports: Create custom reports
I don’t see chatbot mentioned in the bullet list. How can I see how many people engaged with chat, then subsequently became a lead (or entered any particular deal pipeline stage, like MQL?
I’m familiar with the “chat completion” step, but that’s just noting a handoff, no idea what happened to them after that, from the chat details screen.