Sales Hub Analytics & ROI

The Analytics and ROI tabs provide deep visibility into team performance, revenue trends, conversion funnels, and return on marketing spend.

Sections:

- Morning Briefing: Yesterday's close, today's objective, path to quota

- Work Schedule: Shift planning calendar by rep

- Team Comparison: Side-by-side rep performance (leads, calls, contracts, revenue, KPI, payout)

- Department Analytics: Detailed 22-row metrics table with per-rep breakdown

- Revenue Velocity: Actual vs target chart with deal size, sales cycle, quota attainment

- Conversion Funnel: 7-stage funnel from impressions to closed revenue with drop-off analysis

- Predictive Revenue: Forecast chart with confidence bands

- Performance Heatmap: 7x24 hourly activity grid per rep

- Coaching Suggestions: AI-generated focus areas per rep

Sections:

- Overall ROI trend (6-month chart)

- Leads by Source (pie chart: Google Ads, GMB, Yelp, Website, Reactivation)

- Cost Per Lead by Source (bar chart)

- Manager Performance table (leads assigned, deals closed, conversion rate, avg deal value)

- Custom Report builder: choose report type and date range, generate downloadable reports

The ROI tab includes:

- Share: Generate a shareable link

- Download PDF: Export the current view as a PDF report

- Custom Report: Build reports by type (ROI, Lead Source, Sales Performance, Campaign) and date range