In a world where sales teams are constantly striving to be faster and more efficient, HubSpot innovates once again with its Sales Performance Workspace.
This new feature, available in private beta, transforms the way managers track performance and coach their teams to achieve their goals.
It's a centralized space for sales managers, enabling them to view the performance of their team and individual sales reps in real time. It consists of two key tabs:
Summary: AI-powered insights to quickly spot wins, risks, coaching opportunities and trends.
My Team: Detailed tracking of each rep's performance, including deals created, pipelines opened and goals achieved.
Save time, make data-driven decisions and optimize your team's coaching.
The Sales Performance workspace meets several key needs of managers:
- Real-time tracking of sales targets
- Early identification of risks
- Automatic detection of coaching opportunities
- Reduced manual analysis time
- Better visibility of individual and team performance
With intuitive visualizations and intelligent filters, this new tool makes sales reviews far more effective.
Access requirements:
HubSpot Sales Pro or Enterprise license
Access to sales tools
Define the manager in the hierarchy
Configuration steps:
Assign a Sales Pro/Enterprise license
Activate workspace access via settings
Define direct reports in the hierarchy
The Summary tab displays :
Number of deals at risk per pipeline
Stages where deals are blocked
Performance by region or representative
The My Team tab displays :
Number of deals created
Success rate against objectives
Deals open or overdue
This feature is ideal for :
Sales managers
Sales representatives looking for greater visibility
RevOps teams who want to optimize performance management
The Sales Performance workspace transforms the way you manage your sales team on HubSpot. If you're already using HubSpot Sales Pro or Enterprise, now's the time to take advantage.
Contact Parkour3 for personalized support!