Databox can help you automate the process of putting together manual weekly reports to track your sales team’s productivity. Automating this will help you save time and give you more consistent, up-to-date insights.
In this post we'll be using HubSpot CRM but you can achieve the same with any other supported CRM integration (full list here). Once you have your Data Source connected to Databox, you can start reporting on key productivity metrics with either native metrics or custom-built metrics tailored to your team’s process.
How to set up your sales productivity report
1. Use native HubSpot CRM metrics
Databox includes a variety of pre-built metrics you can add to your dashboards or reports, including:
Deals by Channel
Deals by Stage
Closed Won Deals by Pipeline
New Contacts by Owner
And many more
These give you a fast way to monitor team performance, pipeline health, and sales outcomes. Check out the full list here: Databox Metric Library.
2. Use custom metrics for deeper insight
Alternatively, you can use the Metric Builder for HubSpot CRM to:
Access custom properties like custom dates, custom lifecycle stages, etc.
Add filters for things like deal stage, owner, source, pipeline, etc.
Access a longer list of metrics and dimensions to drill deeper into your data
Automate your reporting process
To eliminate manual work and keep your sales team and leadership aligned, here are three key ways sales executives can automate reporting in Databox:
1. Create automated weekly or monthly performance reports
Build a Pageless Report or a Slides presentation to build structured sales reports that automatically update with your latest data from any supported source. These reports can be shared via live links or exported as PDFs for meetings and stakeholder reviews.
2. Set goals and get notified on progress
Track key metrics like revenue, deals closed, or activities completed by setting up Goals in Databox. Pair them with Alerts to get automatic updates when you're ahead or falling behind, helping your team stay focused and responsive in real time.
3. Keep stakeholders informed without manual updates
Use Scheduled Snapshots to automatically email dashboards or reports to yourself, your team, or company leadership on a recurring basis. It’s an easy way to keep everyone aligned without needing to log in to Databox.