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HubSpot Reporting: Create a sales rep accountability dashboard

Here I'll show you the reports I created in HubSpot to build a sales rep accountability dashboard for the whole sales team

If you are responsible for managing a sales team and you're on a sales team and want to be able to quickly see where you are against your expected activities, this one could be for you! In this example I use:

  • Conversion rate from MQL
  • Task completion
  • Task breakdown - calls, emails, etc.
  • Push rate (close rates being pushed out)
  • Average deal size
  • Deal velocity - how quickly a deal closes
  • Weighted forecast



Author: Chris Grant

HubSpot Platform Consultant