hubCentral Solved Reporting Dashboard Issues for Better Sales Analysis

Overview

A growing SaaS company, TechGrow Solutions, was struggling to gain actionable insights from their sales data using HubSpot. While HubSpot’s standard reporting tools provided basic information, they were insufficient for the company's complex sales pipeline and performance metrics. This lack of customized analytics hindered their ability to make data-driven decisions and impacted their revenue growth.

Challenge: TechGrow’s reporting dashboard was generic and failed to meet the unique needs of their sales team. Critical metrics like deal velocity, customer lifetime value, and sales rep performance were either absent or difficult to track, leading to a lack of visibility into their sales process.

hubCentral, a HubSpot solutions partner, stepped in to develop a customized reporting dashboard that empowered TechGrow’s team with detailed, actionable insights.

Challenges Faced by TechGrow

1. Generic Dashboards

   • Pre-built HubSpot dashboards offered limited flexibility and lacked tailored KPIs relevant to TechGrow’s sales strategy.

   • Manual data exports and external tools were often required for deeper analysis, leading to inefficiencies.

2. Insufficient Sales Metrics

   • Key sales metrics, such as deal conversion rates by stage, lost opportunity analysis, and pipeline health, were missing.

   • Sales leaders couldn’t easily identify bottlenecks or predict revenue accurately.

3. Inefficient Collaboration

   • The sales team and leadership had differing views of performance due to inconsistent reporting.

   • A lack of real-time insights made it difficult to address issues proactively.

How hubCentral Addressed the Issues

1. Needs Assessment and Strategy Development hubCentral began by collaborating with TechGrow’s sales and leadership teams to identify critical metrics and reporting needs. They created a roadmap for a tailored dashboard solution that aligned with TechGrow’s business goals.

2. Custom Dashboard Development

   • Designed and implemented custom reporting dashboards in HubSpot tailored to TechGrow’s sales cycle.

   • Added key metrics, including:

     • Deal Stage Conversion Rates: To track how leads progressed through the pipeline.

     • Sales Velocity: Measuring the average time it took to close deals.

     • Lost Deal Analysis: Identifying patterns in why deals were lost.

     • Sales Rep Performance Metrics: Providing detailed views of individual and team performance.

3. Integration and Data Cleanup

   • Integrated HubSpot with TechGrow’s CRM and accounting systems to ensure accurate and complete data.

   • Conducted a thorough data cleanup to eliminate duplicate or inconsistent entries that could skew reports.

4. Interactive and Visual Reporting Tools

   • Leveraged HubSpot’s advanced customization options to build visual, easy-to-understand dashboards.

   • Enabled drill-down capabilities for detailed analysis of specific timeframes, regions, or sales reps.

5. Training and Ongoing Support

   • Trained TechGrow’s sales and leadership teams to use the new dashboards effectively.

   • Provided ongoing support to adjust metrics and dashboards as business needs evolved.

Results

Within two months of implementing the custom dashboards, TechGrow experienced significant improvements in sales operations:

• Enhanced Sales Insights

  • Leadership gained visibility into real-time sales performance and pipeline health.

  • Deal stage conversion tracking enabled proactive adjustments to the sales process.

• Improved Revenue Forecasting

  • Accurate data integration and new metrics improved revenue forecasting accuracy by 30%.

• Increased Team Productivity

  • Sales reps focused their efforts on high-value leads, increasing their productivity by 25%.

• Better Collaboration

  • Unified dashboards ensured alignment between sales reps and leadership, fostering more effective collaboration.

Conclusion

By developing custom HubSpot reporting dashboards, hubCentral empowered TechGrow Solutions to turn their sales data into actionable insights. With a clear view of their pipeline, performance metrics, and revenue trends, TechGrow’s leadership could make informed decisions, driving growth and efficiency.

Key Takeaway: A tailored HubSpot reporting dashboard can transform raw data into a strategic advantage, ensuring teams stay aligned and focused on achieving business objectives.

Contact Us today!