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