Recommendations Needed for Creating Sales Reps Performance Report

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi guys,
I am in the process of creating a comprehensive report to evaluate the performance of our sales representatives. To ensure the report is both thorough and insightful, I would appreciate your suggestions on the key properties and metrics that should be included.

Could you please recommend which properties should be incorporated to create an effective and perfect performance report for our sales reps?

Thank you in advance for your assistance.

Best regards,

Ramakrishna

2

Hi @RJRao here are a few resources to help you get started with creating performance reports and dashboards for your sales reps with HubSpot:

10 Sales Dashboard Examples

best practices and default report tips shared by @karstenkoehler

sales reporting by Avidly, HubSpot’s Global Partner of the Year (5 years running)

suggestions for sales rep reports shared by @danmoyle

customize dashboards with videos and other media on youtube by HubSpot Hacks