If you’re still creating reports and performing manual data analyses in spreadsheets, then prepare to have your mind blown with Google Sheets add-ons. Google Sheets has gone beyond...
A sales rep scorecard is a great tool to keep your sales team accountable, encourage healthy competition, assess your sales process, and identify top performers.
The longer you wait to follow up on your leads, the harder it gets to close them as customers. That’s why you should never let the trail grow...
If you want to obtain insights about your user app engagement, the people who visit your website repeatedly, or why (and when) they lose interest, then you need...
Google Sheets is one of the handiest and most popular tools for creating reports and dashboards because of its familiarity and usability. However, it can be challenging and...
Do you want to shorten your long-winded Salesforce data export and import processes? We’re here to help you. When you’re done reading this guide, you’ll have actionable tips...
Do you export data from HubSpot to Google Sheets regularly?You’re not alone. Let’s face it: while HubSpot is a great platform, it has its limitations. In fact, some...
In an earlier post, we discussed how to produce a dashboard or report using Google Sheets. Using Google Sheets (or any other spreadsheet software) is pretty useful but...
Are your sales operations reporting an absolute nightmare? If you answered “Yes,” then you are not alone. Many companies struggle with building meaningful sales ops reports due to...
Are you looking to track your lead to opportunity conversion rate using Google Sheets? It’s not as complicated or as tedious as you might think. In this guide,...
Overview: Weekly Sales Report If you want to integrate more data-based decisions and strategies into your sales process, start exporting data from your Salesforce or HubSpot account to...
Overview If you want to predict a sales forecast effectively, you need to use your historical data to build reliable and comprehensive forecasting models. However, sales can fluctuate...