Notes for HubSpot sales teams
Pipeline hygiene, funnel math, time in stage and rep activity, from the Captain Hudson team.
HubSpot stale deals report: the open deals nobody has touched, by rep and stage
The pipeline board shows where every deal sits. The question before the Monday review is which deals have had no activity in two weeks, no task coming, and how long they have sat there.
Is there an AI for HubSpot reports? What a question answers, and what a report still needs
HubSpot already answers questions about your CRM in a chat, and so do the assistants connected to it. An answer and a report that arrives every Monday, counted the same way, are different things, and most teams need both.
HubSpot sales rep activity report: calls, emails, meetings, tasks and notes, with the detail behind every count
An activity count you cannot check is a number you cannot coach from. The report lists the five activity types per rep and, under each count, the activities that make it up.
HubSpot closed lost reasons report: why deals died last month, with the money behind each reason
The closed lost reason is a dropdown on every lost deal. The report that totals it by reason, by rep and by the stage the deal died in is the one a founder asks for when the board does.
HubSpot deal stage funnel report: where the pipeline leaks, with the skipped stages counted
A funnel that drops every deal that skipped a stage understates every stage it skipped. The honest funnel counts a deal as having reached the stages it passed through, in the pipeline's own order.
HubSpot time in deal stage report: how long deals really sit, and how long a sale takes
Stage duration is in the deal's property history, one deal at a time. The report a sales manager wants is the average and the median per stage, by pipeline and by rep, with the open deals counted too.