Reporting Rebuild for Remote Sales Team

Short Description:
We overhauled reporting inside HubSpot for a fully remote sales team—customizing dashboards to match leadership KPIs and automating weekly pipeline snapshots for cleaner, faster decision-making.

Full Scenario:
A fully remote sales team was struggling with inconsistent reporting. Leadership lacked visibility into rep performance, forecast accuracy was off, and weekly pipeline reviews were tedious—relying on manual exports and back-and-forth Slack messages. HubSpot’s default reports didn’t reflect the company’s actual goals or sales process.

We stepped in to rebuild their reporting framework from the ground up:

• Mapped leadership KPIs and translated them into HubSpot custom properties and calculated fields.

• Built custom reports tracking pipeline velocity, average deal size, activity by rep, and deal stage progression.

• Created a central dashboard with weekly, monthly, and quarterly snapshots.

• Set up automated email digests to send tailored reports to executives and team leads.

• Introduced pipeline health scoring to flag stalled or neglected deals automatically.
  
  
  

Results within 30 days:

• Managers spent 75% less time preparing for pipeline reviews.

• Weekly team check-ins became focused on strategy instead of data hunting.

• Reps received real-time performance feedback, leading to a 20% increase in CRM usage and better stage accuracy.

• Forecasting improved with a 36% reduction in close-date slippage.
  
  

This reporting overhaul gave leadership the clarity they needed—and gave the sales team a system they could finally trust.

Want these kind of results for your companies HubSpot CRM? Book a free strategy call today!