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Hubspot Template

This template offers a range of dimensions and metrics that allow you to monitor and analyze your Hubspot’s contacts, companies and deals at every stage of the sales cycle. From visualizing your deal pipeline to evaluating deal performance, this template allows you to build BI reports to identify trends, spot opportunities, and address challenges.

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Description

This template offers the following list of models, each with its own unique perspective, to help you make informed decisions based on Hubspot dataset.

Model Description
fct__hubspot__email_campaigns Each record represents an email campaign in Hubspot.
Provide insights on campaign performance via metrics on email activities
fct__hubspot__contacts Each record represents a contact in Hubspot.
Provide insights on behavioral characteristics of each contact via metrics on email and engagement activities.
fct__hubspot__contacts_list Each record represents a contact list in Hubspot.
Provide insights on behavioral characteristics each contact list via metrics on email and engagement activities.
fct__hubspot__deal_stage Each record represents a deal stage in Hubspot, enriched with metrics deal activities.
fct__hubspot__deal Each record represents a deal in Hubspot, enriched with metrics about engagement activities.
dim__hubspot__companies Each record represents a company in Hubspot.
Provide insights on engagement level of each company via metrics on engagement activities.
Na Nguyen Thi
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Requirements

Na Nguyen Thi
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Usage

1. Top Engaged and High Winning Probability Deals

  • Top Engaged: The following table highlights the deals that have received the highest level of engagement. By identifying these top engaged deals, users can gain insights into the specific deals that are generating the most interest and activity. This information can help prioritize resources and efforts towards these high-potential deals, increasing the chances of successful outcomes.

  • High Winning Probability: The following table focuses on identifying deals that have a high likelihood of closing successfully, allows sales teams to prioritize their efforts and allocate resources to deals that have a higher chance of success.

2. High-performant Engagement Type and Deal Stage

  • Engagement Type: The following chart helps identify the most common types of engagements that lead to closed deals, such as email, phone call, meeting, or social media interaction. Users can understand which channels are most effective in driving successful deals.

  • Deal Stage: The following charts indicates the deal stage that receives the most engagement from prospects or customers. This insights can guide sales teams in optimizing their strategies and resources at each stage of the deal lifecycle.

3. Best Sources for Closed Deals

By analyzing the sources of closed deals, users can determine which channels are driving the most valuable leads. This information can guide marketing efforts and budget allocation towards the most effective lead generation sources.

4. Top deal owners

The following table highlights the top-performing deal owners or sales representatives who have achieved significant success in closing deals. By identifying these top deal owners, users can learn from their strategies and tactics, and potentially replicate their success across the sales team.

Na Nguyen Thi
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