Choose to receive updates on stagnant leads, deal changes, deal velocity and more. We make it easy for sales managers to get the data they need to grow their sales teams in the ways they know how.
HubSpot List Report
Quite simply, this report takes contacts from a HubSpot List and sends them as an email as often as you need. You decide:
- Which contact fields are in the report,
- When it is sent,
- If all contacts in the list or only new ones should be included,
- Who it goes to (even outside your company)
If you need more than 11 fields emailed then a spreadsheet will be attached to the email with the requested information.
Sales Pipeline Change Report
In case you still need to dive into the data deeper, we also attach the spreadsheet in the email. This is a tabular report of the sales pipeline broken down by quarter or month, in order to help sales leaders report their progress. We understand that each sales leader is unique, so we created a highly flexible report builder to reflect your individual method of management.
The Sales Pipeline Activity report shows changes since the last time it was received, as well as a list of deals which have had no activity within a given timeframe. This tactical report eliminates the need for sales managers to manipulate spreadsheets to get the data they need. Sales managers can stop spending hours each week preparing data and instead use that time to coach and build up their team’s pipelines.
Pipeline Deal Velocity Report
Our Pipeline Deal Velocity Report sends a regular email showing the top 10 deals with the highest velocity through the pipeline and the bottom 10 Deals with the slowest velocity through the Pipeline. Each deal is compared to the average for all the deals. Gain the knowledge you need to quickly step in and help reps pick up the speed of their deals so that you can hit your revenue targets.
Pipeline Deal Stage Velocity Report
Similar to our Pipeline Deal Velocity Report, our Pipeline Deal Stage Velocity Report sends a regular email showing the top 3 deals with the highest velocity through every stage of the pipeline and the bottom 3 deals with the slowest velocity through every stage of the pipeline. Each deal stage is compared to the average for all the deals for that stage.
Contact Engagement Report
See how engaged your HubSpot users are with your Contacts by tracking tasks, calls, emails, and more.
Overdue Deal Report
Have a look at all your overdue deals within the number of days you choose (Up to 30 days) as well as all the deals closing within the number of days you choose (Up to 30 days forward) with this email report.