Segment KPIs

[DSoetan5]

Hi,

We're planning to set up segments in HubSpot. We'd like each segment to have a revenue target and a list of contacts which our sales teams would call. I'd appreciate any help in how to go about setting this up. We'd also like to be able to track KPIs for each segment, for example number of calls, no of appointments, deal stages etc against each sales person.

How might we go about doing this?

Thanks!

[PamCotton]

Hey @DSoetan5, thank you for posting in our Community!

Setting up segments in HubSpot with revenue targets and tracking KPIs can significantly enhance your sales efforts.

To start, define your segments and create lists in HubSpot based on your criteria. Assign these lists to your sales teams, ensuring each segment has a clear revenue target.

For tracking KPIs like calls, appointments, and deal stages, create custom properties and use workflows to update these automatically. Utilize HubSpot's dashboards and reports to visualize and monitor your KPIs, allowing you to review performance regularly and make necessary adjustments.

To our top experts, @TomM2 and @Crystal_Hopper do you have any recommendations for @DSoetan5 matter?

Thank you,

Pam