# Tracking Sales Performance **URL:** \ **Category:** HubSpot Coaching & Success Resources\ **Tags:** best-practices\ **Created:** [November 11, 2024, 9:05pm UTC](https://community.hubspot.com/t/tracking-sales-performance/120267 "2024-11-11T21:05:58Z")\ **Posts on this page:** 3\ **Page:** 1
**Author:** ![lbaez](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lbaez/32/49593_2.png) [@lbaez](https://community.hubspot.com/u/lbaez)\ **Post date:** [November 11, 2024, 9:05pm UTC](https://community.hubspot.com/t/tracking-sales-performance/120267/1 "2024-11-11T21:05:58Z")
As a customer success manager at HubSpot, I’ve helped many sales teams track and improve their performance. When it comes to developing sales opportunities, tracking your activities is key to identifying what’s working—and what’s not. Today, I’ll share how HubSpot’s tools— **Custom Reporting, Funnel Reporting, and Conversation Intelligence** —can help you track your sales activities and optimize your pipeline. ### **Custom Reporting: Get Insights That Matter to You** [Custom reports](https://knowledge.hubspot.com/reports/create-custom-reports) help you track the metrics that are most important for your team, giving you deeper insights into your sales performance. - **Tailor your reports** to track meetings, conversions, deal size, or other key metrics. - **Spot trends** and identify which parts of your sales process are performing best. - **Focus on what matters** , helping you make smarter, data-driven decisions. ![Screenshot 2024-11-11 at 22.04.07 (1).png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/3/3e7b50bc7395c91d2d4888361cd2405999492975.png) ### **F**** unnel Reporting: Visualize Where Opportunities Are Stalling** [Funnel Reporting](https://knowledge.hubspot.com/reports/create-custom-funnel-reports?hubs_content=knowledge.hubspot.com/reports/create-custom-reports&hubs_content-cta=Funnel%20reports%3A) gives you a clear view of how deals are progressing through your pipeline, helping you quickly identify and fix bottlenecks. - **Monitor deal progress** at every stage of your pipeline. - **Identify stages** where deals are getting stuck or taking too long. - **Improve conversion rates** by addressing issues before they derail opportunities. With Funnel Reporting, you can make adjustments to your sales process in real-time—like the team that streamlined their proposal process and sped up conversions. ![Screenshot 2024-11-11 at 22.04.47.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/3/3ea5fa893d456e9e67236027f459cd5cd6b53904.png) ### **Conversation Intelligence: Turn Sales Calls into Actionable Insights** [Conversation Intelligence](https://knowledge.hubspot.com/calling/review-call-recordings-and-transcripts) analyzes your sales calls and automatically surfaces insights, helping you coach your team and improve call performance. - **Analyze call data** like talk-to-listen ratios and key themes. - **Spot customer objections** and equip your team with the right responses. - **Improve sales coaching** by using real call data to guide team development. ![Screenshot 2024-11-11 at 22.05.32.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/3X/a/5/a572161c2d39cd2adf7b0f394dcfba7f013cfc92.jpeg) ### **The Bottom Line: Data-Driven Decisions for Smarter Sales Opportunities** Tracking sales performance is about more than just numbers—it’s about using that data to refine your approach and develop better sales opportunities. HubSpot’s tools—Custom Reporting, Funnel Reporting, and Conversation Intelligence—empower you to make data-driven decisions that improve your pipeline, drive faster conversions, and help you close more deals. If you’re ready to take your sales performance to the next level, review these HubSpot Academy resources to get started! - [Building Custom Reports in HubSpot](https://academy.hubspot.com/courses/building-custom-reports-in-hubspot) - [Custom Report Builder Deep Dive](https://academy.hubspot.com/lessons/creating-custom-hubspot-reports) - [Measuring Business Success with Funnel Reports in HubSpot](https://academy.hubspot.com/lessons/hubspot-funnel-reports) - [Coach Your Sales Team to Success With Conversation Intelligence](https://academy.hubspot.com/lessons/conversation-intelligence) ---
**Author:** ![TheAdminArena](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/theadminarena/32/51950_2.png) [@TheAdminArena](https://community.hubspot.com/u/TheAdminArena)\ **Post date:** [March 21, 2025, 8:10pm UTC](https://community.hubspot.com/t/tracking-sales-performance/120267/2 "2025-03-21T20:10:49Z")
This is so good! As someone who is constantly working with new companies through a solutions partner I’m always looking to learn ways to drive adoption and success with what we build. One thing I’d also add that I’ve learned is the usage of a “zero out” dashboard. This is essentially the dashboard people DONT want to be on with things like empty properties, overdue close dates, etc. ---
**Author:** ![AdeOba](https://avatars.discourse-cdn.com/v4/letter/a/6f9a4e/32.png) [@AdeOba](https://community.hubspot.com/u/AdeOba)\ **Post date:** [March 18, 2026, 3:46pm UTC](https://community.hubspot.com/t/tracking-sales-performance/120267/3 "2026-03-18T15:46:23Z")
this is impressive and educational, lovely insight and explanatory. thanks