Sales Dashboard Overview

Transcript

Hi, so, what I want to do today is look at, dashboards and, specifically, we're going to look at sales reporting and a dashboard that we've just put together using standard HubSpot reports. So, this is to help with, sales velocity reporting in particular. So, we'll just go into the dashboard section, and you can select your dashboards up here. The one that I'm going to look at today is, sale and deal velocity and analytics. So, we've put a bunch of reports in here which have come from HubSpot. So, these are all standard reports, and what I'm going to show you is, where to find these reports, and how to make minor adjustments to the reports, and how to add those reports into a dashboard, and how you can do filtering once you're in there. So, the starting point is that we go and have a look at reports.

So, we just click here. And each of the analytic suites, has its own set of reports. And what we're going to be looking at is the deals reports, the forecast and revenue reports. So, we can just go and check each of these to see what's included. So, I'll just start with this first one where we're looking at average deal size. so, there's a few elements here to look at. If you really want to understand what this report is about and where it's putting its data and, how it's getting the results that it's getting, this section up here, the about tab, explains where the data's coming from and how it's put together. At the moment you can see up here that we're basing this on the last month, but we can go in and we can choose a different reporting period, so we'll do it for this year. And actually, before doing that, I can also just show you here that you can put in custom date ranges or a rolling date range. But we'll just do this one for this year. This one already has, a quick filter at the top here, showing pipeline. Now this is going to be really useful for, comparing the performance of different sectors.

So, if we click on that, we can see that all of your different pipelines are available, so we'll just choose one of them, we'll choose modular building. And then you'll get the, the results for that particular pipeline. And just click here to clear all the quick filters and we go back to were. There's a few other things to look at here as well. At the moment we're showing all the totals against individuals. But we can click here, and we can do this over time so you can see that we've now got monthly totals so that may be quite useful approach to look at. we can also have the choices to, currently we've got a horizontal bar, but we can look at any of the following tables. Obviously, you need to pick one that fits the data that's being provided. But you can do that to help you to, look at the data, in a way that makes best sense of it. Worth also looking at the bottom here where we have a table of all the data that's included.

So, this is summarized data. And you can go in here and edit columns if you want a better breakdown. So, we can just go in. And so, there's none available here. Cancel out of that. So, you can go in and if there are available columns, then you can go and add those in. There's also an unsummarised data set, although that's not available for this report. But for some reports you can obviously go in and pull the raw data out. Now, when you've finished with this report, you may want to save it and add it to your dashboard. So, we'll just go up the top here and click Save Report. And you have the option to existing dashboard. And we're going to add that to our Sales and Deal Velocity and Analytics dashboard. And we'll go click Save and Add. That's been added to the dashboard.

So, looking at some of those that may be of interest to you particularly, really going through these is going to be useful. I've already picked those that I thought would be of most interest and added them to the dashboard already, but we've got Deal Velocity. I'll do that by totals. And actually, in this situation it's worth looking at here. You can see, there’s a couple of other options if you want to try and break this down by pipeline again. This one doesn't have it automatically added. So, what] we'll go is, we’ll check more, and you can see the pipelines listed there and we can choose a particular pipeline and that will show us, performance against that pipeline. Sometimes it isn't shown under the quick filters either. I'll just, reset that filter and if that's the case then you may sometimes need to add an advanced filter and by doing that, go into edit filters and we'll add a filter, and we'll type in pipeline, and we can select your pipelines, our pipeline here, and you can see that it's changed down the bottom there and then we'll just close the editor. For this I'll, delete that and we'll leave it as it is.

So, deal velocity is useful, you can have a look at deals won and lost, similar approaches to being able to filter those, we've also got sales velocity, time spent in deal stage, is quite a complex report but it might be of use to you. The other one that we found that we thought would be really useful, and this is in the dashboard, is historical snapshots. And this is showing how the deals have changed month by month. Another one that's in here is push rate. So, this identifies proportion of deals, and again, you can do it by sector, which have had the close date pushed out. Again, you can go and look in this about the report and it goes into, into more detail and, so that provides, really useful information, and particularly around, sector specific information. So best thing really for the next steps is if you go and have a look at each of these and see whether you can make use of them and if you can then add them to your dashboard and if you need h help with looking at the filters, then, just contact us and we can go through those and try and set those up for you, or if they give you some ideas about types of reports that you're looking for, then, we can go down the route of custom reporting and creating reports that provide you with the specific information that you're looking to show.

So, I'm just going to take one last look before we finish up at the dashboard that we created. And show you a quick couple of things around the dashboard. These quick filters can be used to filter all of the entire dashboard, so you could go in here and, check a specific dashboard and then apply, there we go. And so, this will make changes across the, across the dashboard, and we'll turn that off by clicking that there. So, we've got some interesting reports here, new pipeline created, win rate, we're looking at comparison of deals won and lost, we're looking at the deal journey and the stages, and deal velocity we've got there, push rate we've spoken about, sales velocity, here's the historical snapshot, looking at deals won and lost per person, we've got the historical snapshot there again, so, we'll take that Click there and delete and we can resize these and move them around.

So, just click on it and drag it to where you want it to be, if you think it's too small, too big rather, you can change the size of it, just by clicking the bottom right-hand corner, if you're still not sure that it's showing you the data that you really want to see, then you can go and click here to go and make changes and customize the report. So, click customize. You can make changes to these metrics and just save it, so, if we decide to do it quarterly, for example, it will enable you then to go and update the existing report, just go back to monthly, or you can go and customize in more detail, and it will open up the original report, and you can, you play around here with, the specific fields or properties that are being used.

And that's about it really so I hope you find that useful and if you've got any questions then get in touch and we'll do what we can to help. Thank you very much.