HubSpot CRM Essentials - BDR Sales Rep Habits

This dashboard is a guide to getting your sales rep started with the right behaviors while using HubSpot CRM. You'll help your rep stay on top of their own productivity and accountability with this behavior-changing dashboard.

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Used one-click connectors:

  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot CRM, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Determine what's successful and where there is room for improvement

  • Are my sales reps performing their agreed upon sales behaviors?
  • Are they on track for the month with top-funnel activity vs. their goals?
  • Help your sales reps perform better of these metrics are tracked against individual and customizable goals.

Key Metrics

Individual Sales Rep Productivity Metrics
  • Number of email sent
  • Number of calls made
  • Number of meetings set
  • Number of notes made