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HubSpot CRM Yearly Sales Performance Review

IDS Growth Agency by IDS Growth Agency

This dashboard tracks the most relevant and important sales performance metrics at a yearly, quarterly and monthly level. Use this board to get high level and granular views of your sales in order to determine how to move forward.

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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).

Use this board to get insight into your entire sales performance this year, quarter and month

  • Visualize your pipeline revenue by deal stage
  • Use the heatmap to see where your most significant days, weeks, and months were
  • Track unique values and the average time to close a deal

Key Metrics

  • Pipeline Revenue
  • Deals Won, Deals Won Revenue
  • Time to Close Deal, Top Won Deals
  • New Deals, Deal Outcomes
  • Sales Leaderboard, Sales Performance

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