Dashboards & Reporting

JoeBurchard
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Report - Number Of Unique Contacts A Sales Agent Engages To Move To X Deal Stage

SOLVE

Hi all,

I'm looking for ideas/insights on how to create a report that visualizes how many unique contacts an individual sales team member must contact to create a deal. Further, the average sales activities needed to move to each stage of a deal pipeline.

Examples:

  • Sales Rep A reaches out to an average of 30 contacts before they create a deal.
  • Sales Rep B reaches out to an average of 40 contacts before they create a deal.
  • Sales Rep A conducts  an average of 10 demos to get a qualified lead.

 

Thanks in advance!

1 Accepted solution
BukunmiOdetayo
Solution
Top Contributor | Partner
Top Contributor | Partner

Report - Number Of Unique Contacts A Sales Agent Engages To Move To X Deal Stage

SOLVE

Hello @JoeBurchard  and thanks to @MiaSrebrnjak for the invite.

 

I am not sure there will be a one-way answer to your question. This is because sales activities such as the number of contacts an SDR reaches out to before creating a deal and the average number of demos they get before getting a qualified lead depends on your pipeline and sales process. 

 

If you already have data, you may gain insight from them by looking. However, if you don't have reliable data yet to get this information, you might want to look at the analytics of businesses that operate similar to yours.

 

I also attached this resource that might help you close more qualified leads with sales demos







Bukunmi (Matt) Odetayo



Discuss Your Hubspot Needs









Did my post help answer your query? Help the community by marking it as a solution.



View solution in original post

3 Replies 3
SKOOBEY1
Participant

Report - Number Of Unique Contacts A Sales Agent Engages To Move To X Deal Stage

SOLVE

Are there any updates on this? I'm even interested in simply seeing how many unique contacts were reached regardless of deal level.

 

Ex. Rep A reached 167 contacts in the specified period.

BukunmiOdetayo
Solution
Top Contributor | Partner
Top Contributor | Partner

Report - Number Of Unique Contacts A Sales Agent Engages To Move To X Deal Stage

SOLVE

Hello @JoeBurchard  and thanks to @MiaSrebrnjak for the invite.

 

I am not sure there will be a one-way answer to your question. This is because sales activities such as the number of contacts an SDR reaches out to before creating a deal and the average number of demos they get before getting a qualified lead depends on your pipeline and sales process. 

 

If you already have data, you may gain insight from them by looking. However, if you don't have reliable data yet to get this information, you might want to look at the analytics of businesses that operate similar to yours.

 

I also attached this resource that might help you close more qualified leads with sales demos







Bukunmi (Matt) Odetayo



Discuss Your Hubspot Needs









Did my post help answer your query? Help the community by marking it as a solution.



MiaSrebrnjak
Community Manager
Community Manager

Report - Number Of Unique Contacts A Sales Agent Engages To Move To X Deal Stage

SOLVE

Hi @JoeBurchard,

 

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

hi @BukunmiOdetayo@StjepanGrcic@danmoyle, do you have any advice for @JoeBurchard? Thanks! 

 

Cheers
Mia, Community Team

 

     


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


Besuche unsere DACH-Community!
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst !


Our Community is available in other languages.
Join regional conversations by changing your language settings !