The last 3 months have been a time of intensive testing and development here at MethodData. Companies testing our products and our internal development team in Baltimore have been working closely together daily.
As result of all the great feedback we received, we are excited to announce that we have significantly expanded our report offering. MethodData now provides users with detailed dashboards and email reports which can be run over a long-time horizon.
As a result of all the testing and your feedback, we now offer 5 email reports:
- HubSpot List Report takes Contacts from a HubSpot List and sends them as an email as often as required.
- Sales Pipeline Change Report shows changes since the last time it was received and a list of deals which have had no activity within a given timeframe. In addition, we attach a quarterly forecast of all deals for the next 4 quarters.
- Pipeline Deal Velocity Report sends a regular email showing the top 10 Deals with the highest Velocity through the Pipeline and the bottom 10 Deals with the slowest Velocity through the Pipeline.
- Pipeline Deal Stage Velocity Report sends a regular email showing the top 3 Deals with the highest Velocity through every stage of the Pipeline and the bottom 3 Deals with the slowest Velocity through every Stage of the Pipeline.
- Contact Engagement Report provides Sales Representatives and Sales Leaders at a quick glance, a detailed break-down of how their Sales Representatives are interacting with their HubSpot CRM Contacts. All Notes, Emails, Calls and Tasks are shown that have been added over a specified timeframe or since the last report was generated.
As a result of all the testing and your feedback, we now offer 3 Dashboards:
- Historical Pipeline Dashboard shows the total value of any or all of your Pipelines over the last 3, 12 or 36 months in a real-time easy to read dashboard.
- Actual vs Forecasted Revenue shows actual Pipeline value for each Sales Representative for current quarter versus Forecasted Revenue forthe next four quarters.
- Sales Representative Information shows detailed real time information per Sales Representative. Information that is available includes:
- % Deals closed this quarter
- % total Pipeline activity
- % overall Pipeline activity
- 24-hour Pipeline activity
- Pipeline totals per quarter
- Breakdown of Deals closing this and next quarter
- Weighed value of Deals worked and not worked this quarter
- # of Deals worked and not worked this quarter
In addition to our industry leading Reports and Dashboards, we also design bespoke email Reports and Dashboards for HubSpot Sales users. If the data exists in HubSpot, there is almost no report or dashboard that we cannot build.
We’d love to discuss this further with you and to offer a live demo from our team. Please don’t hesitate to reach out.
Thanks for all your support and I look forward to connecting with you soon.
With warm regards,