Sales Hub Pro - Onboarding step 4 : Analyse Your Data

[CharlotteJ]

Hi there and welcome to step 4 of our Community-enabled onboarding program.

If you missed the last step, it is available here.

After learning how to optimize your sales processes with HubSpot tools, it is time to report on this data and analyse it. 

There are loads of reports and data that you can work with when using reports but only a few will deliver the information that you are looking for to reach your goals. 

That is why we are going to help you understand and identify how to set up goals, measure your progression towards them and ultimately visualise what success looks like.

In the video, we will review:

• 0:27 Analysing your data - 3 questions to ask yourself 
• 1:02 SMART Goals
• 1:46 OKR’s 
• 2:09 KPI 
• 2:21 Metrics 
• 2:38 further reading on the Blog and the Community

Go to your dashboards!

Links to the content mentioned in the video:

• 10 Types of Sales Analysis Reports to Manage Performance
• How to effectively set up and structure your dashboards

The next and last video about Getting your team onboard is available here.

We would love to know what are some of your most important goals and how you approach data analysis? Write them down in the comments below!