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Hello! The management team likes to get a daily recap of the sales team's activities so they could offer help and watch what the staff is encountering. We have yet to find how to implement that with HubSpot. Has anyone else experienced this and can offer advice?
The best way to accomplish this in HubSpot would be to create a dashboard, include relevant reports and have that dashboard sent to the management team on a daily basis:
As far as the reports go that would be included on that dashboard, that depends on what exactly you'd like to see there. As a starting point, I'd recommend exploring the report library under Menu > Reports > Reports > Create report. Use the search field to the left to look for reports like:
Team activity totals
Activity leaderboard by rep with type breakdown
Deal leaderboard - amount closed by rep with stake breakdown
Deals created most recently by rep with most deals
Meetings booked totals by day
Call created totals by day
Contact created totals by day
You can all filter these down to only show the previous day or keep them as trend reports over time.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The best way to accomplish this in HubSpot would be to create a dashboard, include relevant reports and have that dashboard sent to the management team on a daily basis:
As far as the reports go that would be included on that dashboard, that depends on what exactly you'd like to see there. As a starting point, I'd recommend exploring the report library under Menu > Reports > Reports > Create report. Use the search field to the left to look for reports like:
Team activity totals
Activity leaderboard by rep with type breakdown
Deal leaderboard - amount closed by rep with stake breakdown
Deals created most recently by rep with most deals
Meetings booked totals by day
Call created totals by day
Contact created totals by day
You can all filter these down to only show the previous day or keep them as trend reports over time.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer