Sales Management Dashboard Setup Service with HubSpot CRM Data

Request help setting up Sales Management Dashboards in Databox with data from HubSpot CRM

Complete the questionnaire below in preparation for a call with a Databox expert.

Question Title

* 1. Email Address?

Question Title

* 2. First Name?

Question Title

* 3. Last Name?

Question Title

* 4. Your Company Name?

Question Title

* 5. Which of the following dashboards are you interested in? (Check all that apply.)

An aggregate view of your sales team’s outputs/activities (emails, meetings booked, calls) and outcomes/results (deals closed, amount closed won).

A drill-down view of your sales people’s relative performance? (ie Compare salesperson 1’s vs salesperson 2’s vs salesperson 3’s outputs (eg calls) and outcomes (closed won deals).

A view of the number of deals and dollar values of deals in different stages of your pipeline(s).

A combined view of your marketing funnel and sales funnel that shows ratios between current traffic, leads, marketing qualified leads, deals and customers (only available if you also have HubSpot Marketing).

A dashboard for every salesperson so they and their manager can track their performance against their goals over time.

A dashboard to monitor your forecast.

Other (please specify)

Question Title

* 6. How many different pipelines do you use?

Question Title

* 7. Which best describes your sales team?

Multiple sales teams with different roles (business development reps, reps selling to market 1, reps selling to market 2, account managers, etc)

Multiple sales managers each overseeing a team of sales reps with similar activities and goals

One person overseeing a small sales team

One salesperson

Question Title

* 8. Do you use any custom fields to differentiate between different types of deals? If so, would you like to track deal volume or deal amount by any custom fields?

yes

Question Title

* 9. Which of the following metrics do you currently set numerical goals/quotas around?

Emails logged

Calls

Meetings

Deals closed won

Closed won amount

Other (please specify)

Question Title

* 10. Do you track those goals in aggregate, by sales rep, or both?

Aggregate

By sales rep

Both

Question Title

* 11. Which of the following ways will you use Databox to monitor performance?

Report activity and performance to management

Enable managers to track activities and results in real-time

Review/discuss performance with sales teams during sales meetings

Help reps track their activities and performance against goals on a daily basis

Analyze factors impacting performance and adjust strategy to ensure goal achievement

Other (please specify)

Question Title

* 12. Why are you considering using Databox instead of just using HubSpot CRM reports?

We need to view data from multiple tools.

We need a simpler way to report results to management, teams, others.

We need a better way to track performance to goals

We want to put data on a TV on our office wall and/or track more easily on mobile.

We want to put multiple dashboards together in a sequence like a slide deck, so we can review in meetings.

We need to archive performance reports on a regular basis.

We want to receive Scorecards and Alerts when performance is off.

Other (please specify)

Question Title

* 13. If you have a slidedeck or report you create that you'd like us to recreate in Databox, please upload it here.

PDF, DOC, DOCX, PNG, JPG, JPEG, GIF file types only.

Choose File

Question Title

* 1. Email Address?

Question Title

* 2. First Name?

Question Title

* 3. Last Name?

Question Title

* 4. Your Company Name?

Question Title

* 5. Which of the following dashboards are you interested in? (Check all that apply.)

Question Title

* 6. How many different pipelines do you use?

Question Title

* 7. Which best describes your sales team?

Question Title

* 8. Do you use any custom fields to differentiate between different types of deals? If so, would you like to track deal volume or deal amount by any custom fields?

Question Title

* 9. Which of the following metrics do you currently set numerical goals/quotas around?

Question Title

* 10. Do you track those goals in aggregate, by sales rep, or both?

Question Title

* 11. Which of the following ways will you use Databox to monitor performance?

Question Title

* 12. Why are you considering using Databox instead of just using HubSpot CRM reports?

Question Title

* 13. If you have a slidedeck or report you create that you'd like us to recreate in Databox, please upload it here.

Question Title

* 14. Do you have any other requests or information you'd like to share?