Not Sure Your HubSpot Is Working as Well as It Should?

Get a free 30-minute HubSpot review with honest insights and practical next steps.

DELIVERY MODULE 1 to 2 weeks

Sales Team Performance Dashboard

Build one HubSpot dashboard showing each sales rep's revenue, deals won, win rate and logged activity, so the sales manager can review the team in one place.

Delivery module

AU$800

1 to 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has one dashboard showing revenue, deals won, win rate and deals created for each sales rep.
Client has activity reports showing calls, meetings and emails logged by each rep.
Client has figures checked against their own deal and activity records.
Client's sales manager has been shown how to filter and read the dashboard.

Not included

More than 1 dashboard or more than 10 reports
More than 1 sales pipeline
Creating or changing sales goals or quotas
Sales forecasting setup
Pipeline health, service or manager overview dashboards (see Operational Dashboards)
Marketing attribution or revenue by source (see Attribution & ROI Reporting)
Connecting call, email or meeting tools so activity logs to HubSpot
Data cleanup, deal owner reassignment or historical backfill
Custom report types, calculated properties or custom objects in reports
Scheduled report emails
Live training for sales reps

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before the data check
The sales metrics your manager reviews each week, needed before Kickoff
The list of sales reps and teams to include, and the pipeline they work in, needed before Kickoff
Confirmation of your HubSpot subscription (custom reports need a Professional or Enterprise hub), needed before Kickoff
Names of the people who should see the dashboard, needed before the dashboard build

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

Let's Talk Let's Talk

SEND A MESSAGE

Got a question?
Ask away.

Got a question, an idea, or something in HubSpot that isn’t behaving? Send us a note and we’ll give you a straight answer even if the answer isn’t us.

A HubSpot Studio.

We diagnose, build, and run HubSpot for businesses that need it done properly.

Get In Touch Get In Touch

Diagnose

Launch

Improve

Apps

Resources

Company