Dashboard

Report on team productivity

Last updated: September 14, 2018

free

Depending on your HubSpot subscription, you can track your team's performance using the default productivity report on your sales dashboard or using the sales team and service team productivity reports in your analytics tools. 

Use the default productivity report

This report counts the number of calls placed, emails sent, meetings held, notes created, and tasks completed for the timeframe and user(s) selected.

  • Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
  • Use the dropdown menus at the top of the dashboard to filter by team member and timeframe. 

  • Locate the Productivity report on the dashboard. Hover over one of the statistics and click Quick view to see a list of the specific activities in that category.

Please note: if there has been no activity in one of these categories (call, email, meeting, note, or task) during the selected timeframe, the category will not appear in the Productivity report.

Use the sales team and service team productivity reports (Sales Hub Professional and Enterprise or Service Hub Professional and Enterprise only)

If you are a Sales Hub Professional or Enterprise user or a Service Hub Professional or Enterprise user, use the team productivity reports in your account's analytics tools to track your team's performance.

In the sales team productivity report, track your sales team's performance across deals, meetings, and calls. 

  • In your HubSpot account, navigate to Reports > Analytics Tools. 
  • Select Sales Team Productivity
  • Use the Date range and Frequency dropdown menus to filter your data for a particular time period. sales-team-productivity-date-time-filters
  • On the Deals tab, you can report on your team's performance across deals:
    • Click the dropdown menu in the top-left corner of the report to filter your data using the following metrics:
      • Count of deals 
      • Forecast amount
      • Closed amount
      • Average number of sales activities
      • Average days to close
      • Amountfitler-report-by-metric
    • Use the Team and Pipeline dropdown menus to drill down into a specific team or pipeline's metrics. 
    • Click the Split by dropdown menu to see the data split by owner or team.
    • On the chart visualization, select the Split by won and lost checkbox to see a breakdown of deals that were closed won or closed lost during the specified time range. split-by-won-and-lost
  • On the Meetings and Calls tabs, use the Team dropdown menu to filter the count of meetings booked or calls made by a specific team. 

In the service team productivity report, you can report on your service team's performance across tickets. 

  • In your HubSpot account, navigate to Reports > Analytics Tools. 
  • Select Service Team Productivity
  • Use the Date range and Frequency dropdown menus to filter your data for a particular time period. 
  • Click the dropdown menu in the top-left corner of the chart visualization and select one of the following ticket-based metrics: 
    • Tickets closed
    • Average time to first agent reply 
    • Average time to close
  • Use the Team and Pipeline dropdown menu to drill down into a specific team or pipeline's metrics.

Both the sales team productivity report and the service team productivity report can be added to your dashboard and shared with your other team members. In the top-right corner of the report, click Add to dashboard add-productivity-report-to-dashboard

Below the data visualization for each report, view a breakdown of your data in a table. Click Edit columns in the top-right corner to edit which metrics are displayed. Select the box next to the metric to include, then click Save

sales-team-productivity-table

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