The New Reporting & Analytics Tools In HubSpot Sales Hub [INBOUND 2023]

Nick walks through HubSpot Sales Hub's new reporting and analytics tools, including deal visualizations, AI forecasting for enterprise users, and conversation intelligence. The features track lead funnels, prospecting activity, and rep performance to improve close rates and sales-marketing alignment.
Questions this video answers
Sales teams that use HubSpot reporting see 3 times higher deal close rates.
Chapters
You hey sales leaders, It's Nick from HubSpot Academy. I'm here to bring you a sigh of relief because right now you're doing a lot. You need to maintain total visibility into the overall health of the business while also maintaining and growing your current customer base. But to do that, you need to gain visibility into your sales and find tools that boost productivity while improving the customer experience. The the list goes on. SalesHub is here to help with its reporting features. You can accurately set, predict and hit your revenue goals as well as unlock the insights you need to scale your team's performance effectively. The best part? Sales teams that use HubSpot reporting see 3 times higher deal close rates. But that's not all. What if it was easier to align your marketing and sales teams around a powerful prospecting strategy? Well, with HubSpot's brand new lead Funnel report, you can track each step from lead generation all the way to revenue and gain real insights into how your inbound, outbound or product qualified leads are converting. This makes it easy to rally your marketing and sales teams around unified goals. But we're not stopping at lead reporting alone. You can now stay on track and optimize your prospecting activities with the Prospecting Activities Report. This lets you look closer at your sales reps prospecting activities and gain a holistic view of conversion rates, activities per contact and and activities per day. You can quickly identify opportunities for improvement and develop effective strategies to increase conversion rates and optimize your outreach performance. And let's not forget about deal analytics. Deals often don't move across all stages in order, which has an impact on your conversion and time in stage metrics. It's crucial for sales teams to make data driven decisions and continuously improve their targeted sales strategy to increase conversions. That's why we've added deals to our funnel reporting. Now you can track skips, conversions and time in stage for all your deals across all stages and easily visualize them into a Sankey or funnel chart. And if you're on Sales Hub Enterprise, you can even customize these reports in Journey Analytics. Now while forecasting may be one of the most important but complicated sales activities, it can be made easier with the help of AI with Sales Hub Enterprises AI Forecasting. You can improve your forecasting accuracy through AI driven predictive technology that that uses historical data to project future sales. The tool is an easy way to embrace AI, enabling you to make well informed decisions and work towards improving your pipeline. But the list doesn't end there. Conversation Intelligence is a convenient way for sales leaders to review call audio and transcripts and provide feedback to sales reps in the comments that then notifies them and helps develop their skills. And Playbooks are a great way to standardize your call strategy through interactive elements like question prompts that sales reps can use for note taking. Even better, the Prospecting Workspace can recommend Playbooks based on where a lead is in the journey. How cool is that? But if you need more, you can create a custom report that gives you the flexibility to analyze objects and activities right from your HubSpot account. Sales Hub is filled with tons of great new features. Be sure to check it out and start crafting more relevant reporting, making coaching your reps and scaling your business to new heights even easier.










