Sales Reporting & Insights in HubSpot | Optimize Your Sales Data

Dashboard Setup in HubSpot

Design and setup of dashboards to track sales performance.
Visualization of key figures for pipeline, conversion rates, and sales goals.
Automation of reporting for real-time insights into sales efforts.

Dataanalyse af salgsindsatser

Evaluation of sales activities based on data and trends.
Identification of bottlenecks in the sales process.
Analysis of the sales cycle to improve efficiency.

Benchmarking of Sales Activities

Comparison of sales performance across teams, markets, or products.
Identification of best practices and top performers.
Strategies to optimize sales efforts based on data.

Improvement of Quotation & Contract Processes

Analysis of the quotation and contract flow to reduce friction
Identification of improvement areas in the conversion process.
Automation of quote generation to close deals faster.

Forecasting & Growth Planning

Development of data-driven forecasting models for better decision-making.
Prediction of sales momentum and pipeline development.
Strategic planning to support growth and scaling.

Implementation & Training

Onboarding of sales teams in the use of dashboards and sales data.
Continuous optimization of the reporting structure.

Tailored Sales Reporting for Your Business

Whether you want a complete setup of sales dashboards in HubSpot, an in-depth analysis of your sales activities, or an evaluation of your quotation process, we tailor a program to match your needs.

Available Both On-Site and Online

We can either host workshops physically at your location or conduct strategic sparring sessions online—depending on what best suits your organization and workflows.

For Both Sales Teams and Management

Sales reporting and performance analysis are relevant for both sales teams looking to optimize their daily efforts and management seeking a clear overview of sales performance and pipeline status.