Listening to the various members of the Sales team, it became clear a unified and uniformed dashboard needed to be created to showcase the activity of the Sales team by Vertical and/or individual.
The new dashboard is available for all to use and filter accordingly, but please do not edit any of the reports. Details on how to filter, as well as what each report provides is detailed below.
PRO TIP: Make this your default dashboard by selecting Actions in the top right corner of the dashboard and select Set as default
The benefits of everyone using the same dashboard ensure all metrics are being reported the same way across the company. Filters will allow you to only show the results you need, pertaining to you, your team, or selected individuals of your choosing.
In the left corner, above all the reports, click on the link to Filter dashboard. From here you'll have a few options to customize your view:
Each report has been assembled so all teams can report on the same metrics. Below outlines each report to help ensure everyone in on the same page.
The percentages under each number is a comparison to show how activities have progressed over the previous (rolling) 14 days.
An MQL needing to be actioned is calculated by one of two ways:
Similar to the above pie chart, this is a detailed view into the MQL's needing to be actioned. Clicking on the contacts will open a new tab with the contact record.
This number identifies how many contacts are new MQL's and have no activity logged against them since becoming an MQL. Clicking on the number will open a window to provide more detail.
This number reflects the count of MQL's that haven't recorded any activity in the system for the past 3 days and should be actioned through either further activities or moved to a nurture milestone.
This number identifies how many MQL contacts that have logged activity within the past 3 days, which we are classifying as an actively worked MQL.
The total count of contacts that have been moved to an SQL status within the last 30 days.
The total count of contacts over the last rolling 30 days that became an SQL from the Prospect stage, skipping the MQL stage altogether.
The total count of contacts over the last rolling 30 days that became an SQL where at least one sequence campaign was sent to the lead.
This report outlines the time a contact spends in each MQL milestone before becoming qualified or unqualified. This reporting has only been in place since Mid-February '21 and will continue to get stronger as time goes on.
This report shows the volume of contacts added into HubSpot at the MQL, SQL and Customer status stages in the current month.
This report will show Closed Won deals in the last 30 days against the forecasted GMV goals established for the month.
Similar to the MQL Milestone Duration report, this report outlines the time a contact spends in each stage from Prospect/Lead to MQL to SQL and to Customer.
Simplifying the report mentioned above, this report shows the average time it takes for a Prospect to become a Customer.
This report will show the deals closed won and in progress, with forecasted close date, against the projected GMV goals established for the FY.
This report will show any MQL generated over the previous 14-day period, where they've been exposed to a SmartAcre campaign. While these campaigns are geared towards Retail and Heavy Equipment, it is possible for existing Prospect belonging to another vertical to get tagged - as we protect the current owners of contacts.