In HubSpot, the reporting add-on is a feature that helps your team grow better through the addition of 200 customizable dashboards and 2,000 customizable reports. For a sales rep, the true power of the reporting add-on lies in the ability to create a personal dashboard.
With a personal dashboard, you have a new set of levers at your disposal.
You can be investigative. Use reports like the Leaderboard to see who’s making the most calls, sending the most emails, and booking the most meetings.
Then, look at reports like the Deal Leaderboard and the Deal Revenue Leaderboard to see how those actions are paying off.
Based on what you're seeing, what actions lead to most closed deals for your segments? Are the high performers on your team doing anything that differs from your own selling process? How could you optimize your process to better suit the preferences and needs of your prospects?
Having a personal dashboard also helps you be productive. You have the space to use reports like Incomplete Tasks, My Meetings, or My Activity Feed. Each allows you to easily manage the tasks and follow-up you need to do each day.
By keeping this information organized and easily accessible, you can stay quick on your feet. No more calls, meetings, or outreach slipping through the cracks.
Personalized dashboards help you stay organized so that administrative tasks are a breeze. Determine how many contacts are being assigned to your team and how successful your outreach is. Use pipeline and funnel reports (check out these key differences!) to understand a customer’s journey with your company and how you can better align with your marketing and services teams.
Finally, with a personal dashboard you can add predictive reporting into your day to day routine. Use revenue reports to understand if you’re on track to hit your quota. Leverage deal snapshots to understand what’s coming down your pipeline so you can plan accordingly.
Maybe you’re looking to align with your marketing team to get better, more qualified leads using sales enablement. You can gain insight by adding reports to your dashboard that focus on key areas of sales enablement.
No matter what you sell, reporting gives you insight into what's working with your process and where you can improve. Having a personal dashboard means that all the information you need is centralized and easily accessible. Rather than sifting through multiple tabs and reporting tools, the information you need to do your job well is right at your fingertips. This gives you more time to do what you do best — sell smarter, not just harder.
Want to learn more about how the reporting add-on can help you crush your quota? Check out our lesson about it here!
