HubSpot CRM Setup Service Request help setting up Sales Management Dashboards in Databox with data from HubSpot CRM Question Title * 1. Email Address Question Title * 2. First Name Question Title * 3. Last Name Question Title * 4. Your Company Name Question Title * 5. Which of the following dashboards are you interested in? (Check all that apply.) An aggregate view of your sales team’s outputs/ activities (emails, meetings booked, calls) and outcomes/ results (deals closed, amount closed won). A drill-down view of your sales people’s relative performance (ie Compare salesperson 1’s vs salesperson 2’s vs salesperson 3’s outputs (eg calls) and outcomes (closed won deals). A dashboard for every salesperson so they and their manager can track their outputs/ activities and outcomes/ results against their goals over time. A combined view of your marketing funnel and sales funnel that shows ratios between current traffic, leads, marketing qualified leads, deals and customers (only available if you also have HubSpot Marketing). A view of the number of deals and dollar values of deals in different stages of your pipeline(s). A dashboard to monitor your forecast. Other (please specify) Question Title * 6. Which best describes your sales team? Multiple sales teams with different roles (business development reps, reps selling to market 1, reps selling to market 2, account managers, etc) Multiple sales managers each overseeing a team of sales reps with similar activities and goals One person overseeing a small sales team One salesperson Question Title * 7. Please list the names of your sales manager(s) and sales rep(s). Question Title * 8. Please share the name(s) of the pipeline(s) you'd like to report on in Databox. Question Title * 9. Please list the Stages of your Pipeline(s) in order. Question Title * 10. Do you use any custom properties to differentiate between different types of deals? No Yes. Please list the name(s) below. Question Title * 11. Can you create Active Lists in HubSpot Marketing if needed? Yes No Question Title * 12. Which of the following metrics do you currently set numerical goals/quotas around? Emails logged Calls Meetings Deals closed won Closed won amount Other (please specify) Question Title * 13. Why are you considering using Databox instead of just using HubSpot CRM reports? We need to view data from multiple tools. We need a simpler way to report results to management, teams, others. We need a better way to track performance to goals We want to put data on a TV on our office wall and/or track more easily on mobile. We want to put multiple dashboards together in a sequence like a slide deck, so we can review in meetings. We need to archive performance reports on a regular basis. We want to receive Scorecards and Alerts when performance is off. Other (please specify) Question Title * 14. If you have a slidedeck or report you create that you'd like us to recreate in Databox, please upload it here. PDF, DOC, DOCX, PNG, JPG, JPEG, GIF file types only. Choose File Choose File No file chosen Remove File If you have a slidedeck or report you create that you'd like us to recreate in Databox, please upload it here. Question Title * 15. Do you have any other requests or information you'd like to share? Question Title * 16. If you have an Agency Databox Account, would you like these dashboards built in your Agency Account, or in a Client Account? NOTE: If the dashboards are built in your Agency Account, they can be saved and used in Client Accounts. Agency Account Client Account (please specify) Question Title * 17. I give Databox permission to start a free trial of a paid subscription if it is necessary to provide this free setup assistance. No obligation to purchase or credit card required. Agree Disagree Done
