HubSpot 101: Sales Tasks & Analytics
Italo Leiva
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31 steps
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2 minutes
HubSpot
Tip! In this tutorial we will be going over: 1. How to use Tasks in HubSpot 2. How to use the Sales Analytics reporting functions to track sales team emails, calls, tasks, notes and meeting outcomes!
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Sign into [HubSpot.com](http://HubSpot.com) and go to "Sales > Tasks" in the nav menu
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Click "Sales"
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Click assignee
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Choose "Me" to see your tasks or click the "X" to see all tasks
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To filter tasks choose "More Filters"
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Here you can choose to view tasks by status
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You can update filter or go back to add different filters
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Click "AND" to add additional filters
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Choose any additional filters you would like to add
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Click "Enter value"
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Click "Apply filter"
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Click "Close"
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On the top tabs you can choose to view tasks by due date. Click "Due today" to see tasks due today, remember to use the "Assignee" tab to adjust for different team members.
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Click "Overdue"
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Click "Upcoming"
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Click "Has this deal been renewed?" - This is an automated task list created when deals are within 30 days of their end date. Once a deal is renewed, update the deal property "Is deal renewed?"
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Click "Most engaged" - This is a list of your most engaged contacts from email sequences
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Now let's take a look at reporting and how all of this shows up in the Sales Analytics Dashboard
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Click "Reports"
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Click "Analytics Tools"
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Click "Sales Analytics"
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Here you can see all the tasks completed by team member. If you click "Kevin Zall, 1,196 Tasks" it'll pull up a list of all the tasks in a detailed table view
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Table view. You can save this report or export it of needed
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Click "Close"
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Click here for sales outcomes
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Click "Forecasts & Pipelines" to see your Forecasts
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Click "Weighted pipeline forecast" for Weighted forecast
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On the right hand side you can filter by reps, teams or pipelines
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Click "Actions"
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You can copy the URL for this report or export it here, also.
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You can also save the report to add to one of your dashboards
