Notes for HubSpot sales teams
Pipeline hygiene, funnel math, time in stage and rep activity, from the Captain Hudson team.
3 posts tagged pipeline
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.
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.