29d ago in CRM
Hubspot/Other CRM Reporting
Business is all about data. Imagine driving a car with no speedometer or fuel gauge. You wouldn’t know if you're going too fast or about to run out of gas. The same goes for your CRM. Good reporting helps you keep a close eye on key metrics like sales pipeline, customer retention, and lead conversion rates. You can quickly identify bottlenecks and areas where your team is excelling.
Here is a PDF file with some basic yet SUPER effective reporting that we build out for clients on Hubspot.
Whether or not you are on Hubspot, or even need to put this into Google Spreadsheets, it is very important to have proper tracking. You will have an extremely difficult time discovering any real constraints in your business if you do not have reporting.
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Hubspot/Other CRM Reporting
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