For information on how to connect ScaleXP to Hubspot or Salesforce and map sales pipelines and pipeline stages, see this article.
Once your CRM sales pipelines and stages have been configured in ScaleXP, this information will be available in pre-configured reports as well as for your own customised uses.
On the Customers page, you will see Deals Won and Deals Lost, detailing deals won and lost for the month.
On the Reports page, you can add Pipeline and Stage detail to any report including (but not limited to) the information listed under Dashboards below.
On the Dashboards page, you can select pre-configured visualisations of sales and renewal data such as the following:
- Sales Funnel: Contract Value in Progress
- Sales Funnel: Deals in Progress
- Sales Funnel: Contract Value Won & Lost
- Sales Funnel: Deals Won & Lost
- Renewals: Deals Won & Lost
- Deals Won: Contract Value
- Renewal Retention Rate % (ACV of deals)
- Renewal Retention Rate % (# of deals)
You can also create your own reports using any combination of CRM, Customer page and financial data as well as any defined metrics.
See: