Dashboards & Reporting

KRitchie5
Member

Leadership view prospecting workspace

SOLVE

I would love to see a leadership View for the new Prospecting workspace. Showing things like Time in Stage , activities, sequence's, open ratres, reply rates, conversion Rates. Obviously as a sales leader I dont need to look at my own dashboard  with 0 leads on it.

1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Leadership view prospecting workspace

SOLVE

Hi @KRitchie5,

 

Great idea! I'd recommend moving this to the Ideas Forum, if you haven't already.

 

In the meantime, I'd suggest customized dashboards with all of these metrics/info on it. You may already be doing this, but it works pretty well to give executive-level views of performance and activity. 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Leadership view prospecting workspace

SOLVE

Hi @KRitchie5,

 

Great idea! I'd recommend moving this to the Ideas Forum, if you haven't already.

 

In the meantime, I'd suggest customized dashboards with all of these metrics/info on it. You may already be doing this, but it works pretty well to give executive-level views of performance and activity. 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

0 Upvotes