Gut Feelings or Hard Data: What’s Driving Your Decisions? Part 2: HubSpot Sales Reports

In our previous blog post, we explored how to unlock the powerful insights that HubSpot marketing reports provide. Now, let’s shift gears and talk about the other side of the equation, sales. Sales success isn’t just about having a firm handshake and a gut instinct that says, “this one’s going to close.” It’s about backing up that gut feeling with hard data to drive informed decisions. HubSpot’s sales reporting tools provide sales teams with the insights they need to optimize their processes, improve conversions, and ultimately close more deals. Let’s dive deeper into how you can turn your hunches into measurable actions that can actually move the needle.

Why HubSpot Sales Reports Are Game-Changers

Have you ever wondered why deals suddenly go quiet or leads seem to disappear? Is it timing? Pricing? With HubSpot’s sales reports, you don’t have to guess. You can gain a clear view of pipeline performance, deal progression, and sales rep efficiency. These insights help you work smarter (not just harder) and make decisions driven by more than your intuition.

Below are a few must-have HubSpot sales reports worth exploring. Keep in mind, every sales team operates differently, so your reporting needs may vary. HubSpot offers powerful tools that let you track nearly any metric you’re interested in. Chances are, if there’s a report you want to see, HubSpot can create it.

Key HubSpot Sales Reports Every Business Should Use

1. Sales Funnel Report

Understanding where prospects drop off in the sales process is critical for improving conversions. It’s like finding a leak in your boat; you can’t fix what you can’t see. This report highlights each stage of your pipeline, showing how leads move through and where they might be getting stuck. By pinpointing weak spots, sales teams can refine follow-up strategies and nurture leads more effectively.

• Pay special attention to the Deal Funnel Report. View the journey your deals take, from creation to closing. Track conversion rates and measure how often your deals skip a stage. View all your deals, and how long on average it takes from the beginning to the end of the journey. (see example below)

2. Deal Forecasting Report

Predicting future revenue is essential for strategic planning. Think of it like a weather app, you can plan ahead by using this tool, not just react. This report enables you to view expected revenue based on open deals and their corresponding probability of closure. Realize better resource allocation and goal-setting to stay ahead of the curve.

• Check out the Deal Revenue Forecast by Stages Report, which shows how much revenue sits in each deal stage. You’ll see the weighted forecast (deal amount multiplied by probability) and how it stacks up against your team’s quota. (see example below)

3. Sales Activity Report

How productive is your sales team? This report tracks calls, emails, meetings, and overall engagement with prospects. This helps managers see who’s crushing it and who might need a nudge.

• Take note of the Activity Leaderboard by Rep with Type Breakdown Report. This report is a snapshot of your sales team’s productivity and outreach patterns. It’s a great tool for sales performance tracking and accountability. (see example below)
  • Pro Tip: Not sure how to interpret your report? Click on the AI report summary above your dashboard to get a very detailed breakdown. 

4. Win/Loss Analysis Report

Why are deals closing or not closing? This report shines a light on that mystery and provides insights into successful and failed deals, helping sales teams refine their strategies and overcome common objections in future interactions.

• Pay attention to the Deals Won & Lost Report. It helps you quickly see your win rate, identify trends in lost deals, and understand how overall performance is tracking against goals. It’s a clear snapshot of your team’s sales outcomes and success rate over time. (see example below)

Taking Action with HubSpot Sales Reports

At the end of the day, data doesn’t replace intuition; it enhances it! Your gut might tell you one thing, but HubSpot data can tell you why. By reviewing these reports regularly, you can make data-backed decisions and move from reactive to proactive planning. Replicate what top performers are doing and turn trends into growth strategies. Next time you’re faced with a decision, ask yourself, am I going with my gut or am I listening to the data?

Interested in learning more about HubSpot reporting? Our team is here to help you make sense of your metrics and use them to drive results. Let’s chat!