HubSpot Marketing CLOSE Performance

Measure team performance, activity, and goal pace with this template. Keep track of Deal sources as you move through the closing stages.

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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).

How well are you moving deals through the pipeline?

  • Measure and track Sales Team Activities while comparing it to average time in which deals are closed
  • Track deals by source and forecast potential revenue based on how much is currently in each pipeline stage

Key Metrics

  • Deals Won vs. Deals Lost
  • Deals Won to Goal
  • Average Time to Close
  • Open Deal Amounts by Stage
  • Deals by Source
  • Emails Logged, Calls, Notes, Tasks Complete