Weekly Deal Summary

[Fexxi]

Hi everyone,

I'm looking for a simple way to have our salesreps submit a weekly deal summary so we get an overview on what's been happening in the previous week. We're already using target accounts & tiers so these will be the foundation for which updates should be submitted on a weekly basis. Unfortuantely, not everything (e. g. calls & notes) is logged in Hubspot so just relying on "last activity" isn't feasible. Any ideas? I want to keep it as simple as possible and avoid that our salesreps are spending an hour on this every week.

[karstenkoehler]

Hi @Fexxi,

I would solve this through a deal filtered view: https://knowledge.hubspot.com/records/create-and-manage-saved-views

Deal filtered views can by dynamically filtered by "Deal owner is Me" and then saved - this means that whoever looks at it will see their own opportunities only.

You can then adjust columns so that only the fields are displayed that should be checked and updated. You would also filter the view further by close date, so that only the relevant deals are in view and updated by the rep.

The filtered view visualization you should choose is table - so that reps can edit values right within the table.

Lastly, I'd recommend using deal tags here: https://knowledge.hubspot.com/object-settings/color-coded-object-tags

You can use the tags to flag deals that are overdue, have no amount, have no next activity date etc. After creating deal tags, you can add a column for "Deal tags" in your view. This would be a great visual helper for sales reps as to what they should update (e.g. deal tag for "Overdue" is showing > sales rep updates close date or deal stage).

Best regards!

[Fexxi]

Hi @karstenkoehler ,

Thanks for your input. It may have been unclear from my OP but what I'm looking for is a form/medium where our salesreps submit a weekly update of what's been happening in the previous week/what they've achieved (e. g. a text field that can be updated every week which could say "Had a meeting with the client, will get the signed contract next week"). This could be done in a power point or MS forms but I'm looking for a way to do this in Hubspot directly without a lot of admin workload for our reps. The idea is that our Head of Sales goes through this list with his employees and sees the progress at first glance.

I'm aware that using the activity summary would be best but with our current setup, logging every call and note is probably not practical.

[karstenkoehler · Accepted solution]

@Fexxi what does that weekly update entail?

In general, reps could log a note with a weekly update to all relevant deals - and then in that review meeting, the head of sales could go through this list of notes, logged to the deals (from the notes index page: Menu > CRM > Contacts > switch dropdown in top left from Contacts to Notes).