How to Track & Visualize Close Rate by Sales Rep from HubSpot CRM
On this episode of Data Snacks, we show you how to easily track and visualize Close Rate by Sales Rep in HubSpot CRM.
Data Snacks | Mar 30
We’ve all been there––you spend months working hard to make sure your campaigns are a success and then…. you’re asked to report on the results.
Since you’re in the trenches every day doing the work, you know what’s going on. But when it comes time to share with others, we tend to overcomplicate things.
How? By compiling extensive 10-page reports that show EVERYTHING. And to your surprise, your boss/client/team doesn’t seem to get it. Why? Because there’s too much noise?
When creating reports for people outside the marketing team (especially CEOs and business owners), you have to remember to keep things simple––focus on the inputs and outputs.
In Databox, one of the best visualizations for this is the Pipeline. Here’s how you can use it to create more impactful dashboards that convey the value of your marketing campaigns.