Tracking and Reporting for every level in HubSpot (Part 3)

Sales & CRM ANZ
Wed, Aug 17, 1:00 PM (AEST)

About this event

Tracking and reporting for every level in HubSpot (Part 3)

Diversify your key metrics that every salesperson must have on their dashboard for ongoing HubSpot Success.

This HUG is part 3 of a 3-part HUG mini-series, Sales & CRM ANZ, Developing your Sales Operating System...using HubSpot.

Each session is intended for 30 minutes but may vary based on audience participation:

Part 1 - Know your deals. (a 360-degree view) (https://www.youtube.com/watch?v=uP080HkSYUc)

Part 2 - The sales tools that organise for you. (https://www.youtube.com/watch?v=ta55dMj-UEY)

Part 3 - Sales performance tracking and reporting.


Who is this HUG best suited for?

This HubSpot User Group (HUG) is aimed at beginners and advanced users, alike, at Sales teams, all team members included; sales managers, sales reps and business development. Attend one or all of the HUG session in the 3 part series, the choice is yours and each HUG length depends on audience participation and engagement.


What is included in each HUG event over this series?

An overview

Session Part 1 - Know your deals (COMPLETED - 9th December 2021)

  • Pipeline setup and probability to close
  • Reverse engineering your numbers
  • CRM and Custom properties
  • Forecasting and tools

Session Part 2 - Organisation is key (COMPLETED - 7th June 2022)

  • Tasks tool and queues (views)
  • Logs and notes
  • The 'Today view'
  • Sequences

Session Part 3 - Tracking and reporting for every level (August 17th) [THIS SESSION] 

  • Determining data to report

    How to create Reports, Custom Report and Dashboards in HubSpot

    HubSpot Dashboard > cloning, sharing, tips, tricks, hacks and bonuses

Is there any prerequisite for attending the sessions of this HUG event?

No. You may get better value of your time attending after identifying what your sales process formally is and giving thought to your sales process stages and what you do at each step of your sales process. Plot your lead qualification process. How do you currently qualify leads? Think about Who does What currently to create and close a sale and What is taking place at each stage?

If you don't know these or are not sure how to begin or where to begin, no problem, these sessions are perfect for you, too.

These sessions will help you build or further develop your knowledge, skill and ability to grow your current pipeline and related processes.


What to expect? Never attended a virtual Hug before?

HUGs are a 'safe space', a place where any HubSpot user feels at home learning, asking questions, contributing knowledge and feeling welcome. It's an extended community of the HubSpot ecosystem for HubSpotters, HubSpot Solutions Partners, Integration partners and most importantly any and every HubSpot user. We run through compelling business and use-cases, we engage together, we thrive from collaborative involvement and participation with time to learn, time to grow, time to share and time to make friends.


For additional Q/A regarding the HUG series please visit the Lupo HUG page 

Speakers


Organizers