Hi,
Is anyone here a hubspot data whizz?
need to pull some stats on win rate, sales cycle, etc.
thank you!!
hubspot data expert
4
Kosta_Konfucius
Politicker
5
Sales Rep
According to chatgpt,
To pull win rate and sales cycle data in HubSpot, you can follow these general steps:
Access HubSpot Reporting:
Log in to your HubSpot account and navigate to the Reporting section.
Create or Customize a Report: Depending on your specific needs, you can either create a new report or customize an existing one.
Click on "Create Report" or "Customize Report" to proceed.
Select Report Type: Choose the appropriate report type for win rate and sales cycle. For win rate, you might want to select a "Deal" report, and for sales cycle, you can choose a "Deal Duration" report. HubSpot provides various pre-built report templates that you can use as a starting point.
Configure Report Criteria: Set the criteria for the report. This includes selecting the relevant properties, filters, and time range. For win rate, you can filter deals by their close status (e.g., won or lost) and the time frame you're interested in. For sales cycle, you can specify the date range and deal properties related to the start and end dates of the sales cycle.
Customize Metrics: Configure the specific metrics you want to include in the report. For win rate, you might want to include the count of won and lost deals and calculate the win rate percentage. For sales cycle, you can include average duration, maximum duration, and other relevant metrics.
Apply Grouping and Sorting: Group and sort the data to provide meaningful insights. For example, you can group deals by sales rep, deal size, or any other relevant criteria.
Save and Run the Report: Once you've customized the report to your requirements, save it and run it to generate the data.
To pull win rate and sales cycle data in HubSpot, you can follow these general steps:
Access HubSpot Reporting:
Log in to your HubSpot account and navigate to the Reporting section.
Create or Customize a Report: Depending on your specific needs, you can either create a new report or customize an existing one.
Click on "Create Report" or "Customize Report" to proceed.
Select Report Type: Choose the appropriate report type for win rate and sales cycle. For win rate, you might want to select a "Deal" report, and for sales cycle, you can choose a "Deal Duration" report. HubSpot provides various pre-built report templates that you can use as a starting point.
Configure Report Criteria: Set the criteria for the report. This includes selecting the relevant properties, filters, and time range. For win rate, you can filter deals by their close status (e.g., won or lost) and the time frame you're interested in. For sales cycle, you can specify the date range and deal properties related to the start and end dates of the sales cycle.
Customize Metrics: Configure the specific metrics you want to include in the report. For win rate, you might want to include the count of won and lost deals and calculate the win rate percentage. For sales cycle, you can include average duration, maximum duration, and other relevant metrics.
Apply Grouping and Sorting: Group and sort the data to provide meaningful insights. For example, you can group deals by sales rep, deal size, or any other relevant criteria.
Save and Run the Report: Once you've customized the report to your requirements, save it and run it to generate the data.
Filth
Politicker
6
Live Filthy or Die Clean
Talk about thorough way to AI.@Kosta_Konfuciusthis is for you:
CuriousFox
WR Officer
1
๐ฆ
๐ฅ gif
poweredbycaffeine
WR Lieutenant
4
โ๏ธ
Honestly, the hubspot support article would be more effective.
oldcloser
Arsonist
1
๐
Iโd translate it for $17.
Maximas
Tycoon
-1
Senior Sales Executive
And that is how SalesGPT responded:
According to some Bravado members, the average sales cycle ranges from 0-3 months (18%), 3-6 months (30%), 6-12 months (24%), Less than a month (16%), and over a year (12%). However, it's important to note that some companies have run afoul of data and assumed that their cycle is the entirety of the process, from education through close, which can lead to incorrect assumptions about total greenfield companies. As for win rates, low-20s% win rates early on are common, climbing to 35%+ as time goes on as the team grows. But below 15% something is probably wrong with product/market fit or the sales process, and above 40% may indicate pricing is too low. For more in-depth benchmarks and analysis on win rates and sales cycles by revenue, company size, and ACV, you can reference the Bridge Group SaaS Sales Annual Report. Ultimately, it's important to closely monitor the levers that drive your own close rate outcomes and continually strive to improve them through qualitative interviews, customer feedback, and hypotheses-driven experiments.
According to some Bravado members, the average sales cycle ranges from 0-3 months (18%), 3-6 months (30%), 6-12 months (24%), Less than a month (16%), and over a year (12%). However, it's important to note that some companies have run afoul of data and assumed that their cycle is the entirety of the process, from education through close, which can lead to incorrect assumptions about total greenfield companies. As for win rates, low-20s% win rates early on are common, climbing to 35%+ as time goes on as the team grows. But below 15% something is probably wrong with product/market fit or the sales process, and above 40% may indicate pricing is too low. For more in-depth benchmarks and analysis on win rates and sales cycles by revenue, company size, and ACV, you can reference the Bridge Group SaaS Sales Annual Report. Ultimately, it's important to closely monitor the levers that drive your own close rate outcomes and continually strive to improve them through qualitative interviews, customer feedback, and hypotheses-driven experiments.
braintank
Politicker
2
Enterprise Account Executive
@poweredbycaffeineis your man
poweredbycaffeine
WR Lieutenant
3
โ๏ธ
Whatup
roftheyear
Opinionated
1
Account Executive
Dmed you
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