Sales Reporting Made Easy with CRM

I met a sales team that tracks 27 different metrics. But none of them matter. They measure: - Calls made - Emails sent - Meetings booked - Demos delivered - Talk-to-listen ratio - Response time - Pipeline coverage But they all miss the most important number: How often prospects share your content with others. This hit me yesterday. We analyzed our last 200 deals: Won deals: Champion shared content with 5+ stakeholders Lost deals: Champion shared with fewer than 2 people It wasn't about our: - Product demos - Discovery questions - Pricing strategy - Negotiation skills It was about whether our champion could effectively sell for us. Think about your current pipeline: Do you know how many people have seen your proposal? Do you know which slides your champion shared internally? Do you know who viewed your pricing? Most sales leaders have no idea. They're optimizing metrics that don't drive decisions. Look at your CRM right now. I bet it tracks: ✅ When YOU last emailed a prospect ❌ When THEY last shared your content ✅ How many calls YOU made ❌ How many stakeholders viewed your materials ✅ When YOU sent a proposal ❌ How much time they spent reviewing it We've built dashboards to measure everything except what actually matters. The real sales metric that predicts closed deals: Internal Sharing Velocity (ISV) How quickly and widely your champion distributes your content to other stakeholders. High ISV = Deals close Low ISV = Deals stall We completely rebuilt our sales process around this insight: - Redesigned all content to be shareable, not just readable - Created spaces where champions could easily distribute information - Built analytics to measure exactly who engaged with what - Trained reps to optimize for sharing, not for responses Result? Win rates up 35%. Sales cycles shortened by 42%. Forecasting accuracy improved by 60%. Stop obsessing over your activity metrics. Start measuring how effectively your champions sell for you. If your CRM can't tell you how often your content is shared internally, you're operating in the dark. And that's why your forecasts are always wrong. Your move.

If you need to see the performance of your entire sales and marketing funnel in one spot, what's the best visualization you could come up with? This isn't a hypothetical question. If you're a marketing or sales leader trying to understand what happened last month, last quarter, year to date, etc, it's not easy. So, what's your go-to view for analyzing or reporting out performance concisely, yet thoroughly? Cameron Collins, RevOps Strategist RevPartners thought long and hard about this question During his Quarterly Business Review (QBR) the execs at his clients wanted the full story -- from sessions to leads,  MQLs, deals and revenue, plus conversion rates in between each step. But, that's not easy to pull off. He tried building it in HubSpot.  But, he couldn't quite get it all in one spot in a way that showed the full story over time. He explained, “These cross-object reports are really hard to not only create, but also to display, even with the capabilities you do have in your native CRM.” That’s why Cameron built a new kind of QBR dashboard. “Typically… you’re going to have to create four or five or six reports in order to create the number of sessions, the number of leads, the number of MQLs, the amount of closed-won deals, the amount of revenue… And yes, they can all go on one dashboard. But now you have four or five, six charts that have to be looked at by an executive team.” Instead, his dashboard maps the full customer journey in a single view and over time, with the metrics that actually matter: • Marketing metrics (leads, MQLs, etc) • Sales metrics (Deals, Average deal size, Revenue) • Funnel conversion rates Most importantly, based on the way he's presenting the data, it provides a clear view into 𝘸𝘩𝘢𝘵 𝘤𝘩𝘢𝘯𝘨𝘦𝘥 and what may need to be addressed. "That’s really the power of this visualization… we’re able to aggregate all of this cross-object reporting into one place.” ⚒️Cameron’s QBR dashboard is now available as a plug-and-play template in Databox. You can grab it in a click and for free here inside your account (or a free trial): https://lnkd.in/e3ukNqzJ 🔗 Not sure how to use it best? Watch Cameron’s walkthrough on YouTube: https://lnkd.in/epKP-nCF

Most companies are flying blind when it comes to revenue 📊 "Some months we're closing deals left and right, other months it's crickets. I never know what's coming next month." Every month I meet with business owners who tell me exactly this. Revenue unpredictability kills everything. You can't plan hiring, you can't forecast growth, and you definitely can't sleep well at night wondering where next month's revenue is coming from. Well here's the thing...it doesn't have to be this way. ➡️ THE SOLUTION: PIPELINE DRIVEN FORECASTING Stop guessing at your revenue and start building forecasts based on actual pipeline data. Think about that difference. Instead of hoping deals close, you're working with real data from real prospects. STEP 1️⃣ → STRUCTURE YOUR CRM Track each deal by stage, amount, and expected close date in your CRM system. See every deal needs to move through defined stages that actually reflect how your sales process works. You can't just throw deals in there and hope for the best. STEP 2️⃣ → EXPORT PIPELINE DATA Export your CRM data to Excel for revenue forecasting and analysis. You know what's amazing about this? You get complete control over how you manipulate and model your data. Plus Excel gives you that flexibility that most CRM reporting just can't match. STEP 3️⃣ → FORECAST REVENUE Use weighted pipeline data to predict future revenue with confidence. Apply probability percentages to each stage and calculate realistic monthly projections. That's pretty powerful when you think about it. ➡️ RECOMMENDED CRM TOOLS 🔵 Salesforce → Enterprise grade pipeline management for larger companies 🔴 HubSpot → All in one sales & marketing platform ⚫ Pipedrive → Simple, visual pipeline management for smaller teams Now you may be thinking which one should I choose? Well that depends on your company size and complexity, but any of these will work better than spreadsheets alone. ➡️ BEST PRACTICES FOR PIPELINE MANAGEMENT 📅 Keep data updated weekly 📊 Track conversion rates by stage 📋 Define clear stage criteria 📝 Review forecasts monthly ⚙️ Set up CRM automations 🗓️ Set realistic close dates The key is to export pipeline data monthly to maintain accurate revenue forecasts. This monthly ritual will completely change how you plan and operate your business. === I've seen this transform companies from reactive revenue planning to predictable growth patterns. Instead of crossing your fingers each month, you'll know exactly what's coming and can make strategic decisions accordingly. What's your experience been with pipeline management? Are you still flying blind or do you have a system that works?