Click the Dashboards section
This action opens the Dashboards view, allowing you to access and visualize data reports and metrics essential for performance tracking.
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Update HubSpot reports to reflect daily and weekly sales trends
Update your HubSpot reports to reflect daily and weekly sales trends, enabling you to visualize performance metrics, track lead progress, and analyze traffic sources effectively.
viktoriaUpdate your HubSpot reports to reflect daily and weekly sales trends, enabling you to visualize performance metrics, track lead progress, and analyze traffic sources effectively.
Step-by-step Guide11 steps
Click the Campaign Performance section
This will open the dashboard for analyzing campaign performance metrics, including active campaigns and email response rates.
Loading screenshot…100%Click the Sales Overview link
This action will open the Sales Overview dashboard, providing insights into sales performance metrics and trends.
Loading screenshot…100%Click the New Lead stage in the Deal Funnel
This action opens the details for the 'New Lead' stage in the DocuFast Sales Pipeline, allowing you to view insights and metrics related to the count of deals in that stage.
Loading screenshot…100%Click the Total Contacts (by source) chart
This action will display the data visualization of contacts generated in the last 30 days, categorized by their original traffic sources, allowing you to analyze trends in contact acquisition.
Loading screenshot…100%Click the Open Deals Funnel chart
This action displays the bar chart representing the count of deals for different stages in the sales funnel. You can analyze the performance of deals across various stages at a glance.
Loading screenshot…100%Click the Company first conversions by day link
This action will display a detailed breakdown of the company's initial conversions on a daily basis, allowing you to review specific conversion names and associated metrics.
Loading screenshot…100%Click the Daily frequency option
Selecting the 'Daily' frequency will configure the report to display first conversions on a daily basis. This allows for a more granular view of conversion data over time.
Loading screenshot…100%Click the Weekly option
This action sets the frequency of your report to display data on a weekly basis, allowing for a summarized view of conversions per week.
Loading screenshot…100%Click the Save button
By clicking the Save button, your current report settings will be preserved, ensuring that all filters and configurations are stored for future access.
Loading screenshot…100%Click the Update existing report option
This action updates the current report with any changes made to the report parameters. You will see the revised data reflected in the report summary and charts.
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