Sales Performance & Reporting in HubSpot

Our Approach

Sales Data as a Basis for Decision-Making

Most sales organizations have more data than they use. The numbers are there, but they’re scattered, and they rarely answer the questions that management is actually asking. We consolidate your sales data in one place in HubSpot and build a reporting structure that shows trends in your pipeline, conversion rates, and forecasts in a format you can act on.

Specifically, you’ll get:

a single data source that everyone uses
forecasts based on pipeline data
automated, real-time reporting

Data Analysis of Sales Initiatives

Evaluation of sales activities based on data and trends.
Identifying bottlenecks in the sales process.
Analysis of the sales cycle to improve efficiency.

Forecasting and Growth Planning

Development of data-driven forecasting models to improve decision-making.
Forecasting sales momentum and pipeline development.
Strategic planning to support growth and scaling.

Building Dashboards in HubSpot

Design and setup of dashboards for tracking sales performance.
Visualization of key metrics for the pipeline, conversion rates, and sales targets.
Automating reporting to provide real-time insights into sales efforts.

KPIs and Management by Objectives

We define the KPIs that provide insight into the pipeline, conversion, and sales performance so that the entire organization is working toward the same goals.

Benchmarking of Sales Activities

Comparison of sales performance across teams, markets, or products.
Identification of best practices and top performers.
Strategies for optimizing sales efforts based on data.

Implementation & Training

Onboarding sales teams on how to use dashboards and sales data.
Ongoing optimization of the reporting structure.

Sales & Revenue

Part of your growth platform

At Itch, we don’t view sales reporting as an isolated dashboard. We see it as the layer that makes the rest of your commercial work measurable, and that draws its strength from the data already available in your marketing, sales, and service departments.

The forecast is only as accurate as the pipeline it’s based on, and the dashboard is only as reliable as the data it draws from. When we set up reporting in HubSpot, we link it to the same data that drives lead qualification, pipeline management, and customer insights.

This way, the numbers become a common language for management and teams, and decisions are based on the same foundation.

Business Objectives

We start by understanding which decisions the reporting is actually intended to support. Together with you, we identify what management and the sales team need to see, and which questions you are currently unable to answer based on the existing data.

Kickoff Meeting

Needs Assessment

Data Model

We map out your pipeline, fields, KPIs, and data quality so we know exactly what data is already available and where structure is lacking. This gives us a solid foundation on which to build our reporting, rather than having to guess.

Identifying Bottlenecks

Definition of KPIs

Dashboards

We build reporting and forecasting directly within HubSpot, tailored to the decisions you need to make. Dashboards for management and sales provide a shared overview, while automated reporting ensures that the numbers are always up to date.

Dashboards for Management and Sales

Automated Reporting

Forecast

Optimization

Reporting is not static. We continuously monitor and refine it as the company grows and your needs change, ensuring that dashboards and KPIs remain relevant to both management and sales.

Ongoing Optimization

Coaching in Sales and Management

Book a meeting

1 Business Objectives

2 Data Model

3 Dashboards

4 Optimization

a common basis for decision-making

accurate forecasts

dashboards for management and sales

insight into bottlenecks

KPIs that can be acted upon

ongoing performance analysis

Our Prices

We start with your business

No two companies are alike, and the same goes for the solutions they need. Some companies already have processes, systems, and activities in place that need to be optimized and built upon. Others are starting from scratch and need to establish a more structured approach from the very beginning.

That’s why we always set our price based on a detailed discussion of your needs. Book a meeting with us, and we’ll provide you with an estimate tailored to your specific situation.

Sales Performance

Sales Data as a Basis for Decision-Making

Here's how we help you

Data Analysis of Sales Initiatives

Forecasting and Growth Planning

Building Dashboards in HubSpot

KPIs and Management by Objectives

Benchmarking of Sales Activities

Implementation & Training

Part of your growth platform

Companies We've Helped with B2B Sales

Obton

Versalift

Master Danmark

Mindweiss

How does our process for sales performance work?