Sales room impact reports and dashboard

This article will guide you through setting up 7 recommended HubSpot reports so you can understand the impact of your Arrows Sales Rooms.

These 7 HubSpot reports will help you get a sense of the impact your Arrows sales rooms are having on your sales process.

Set them up and add them to a dashboard so you can understand how your rooms impact your deals, plus use the information to optimize your process!

Start by creating a dashboard.

Then create and add each report to your dashboard so it looks something like this:

The following reports are contingent on these data points synced from Arrows into HubSpot, they will appear as these properties on your HubSpot record used for sales rooms…

• Arrows room URL

• Arrows room total views

• Arrows room last viewed timestamp

NOTE: most commonly this is the deal record/object in HubSpot. We will use the deal record in the following examples but you can use the record of your choice.

An Arrows admin will need to sync the data here - https://app.arrows.to/settings/hubspot/synced_room_properties

When syncing the data points, they’ll be labeled respectively as…

• URL

• Total opens

• Last opened

All 7 of these report types are custom reports created from scratch in HubSpot. For each report below, you’ll need to create a new report with these conditions…

 The report type will be Single object:

 And the data source for each report type will be Deals:

This report will help you understand the average days to close for deals with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Days to close as a property

3. Select advanced filters

4. Add a filter for Arrows room URL is known

5. Add a filter for Is Open is equal to “0”

6. Adjust your time range

7. Select Visualization to continue setup

From the Visualization tab…

1. Select the Summary chart type

2. Add Days to close as the displaying property

3. Change the display type to Average

4. Save your report

When you save each report, you’ll get the option to add it directly to your newly created dashboard.

You can adjust the size of each report on the dashboard to make it appear how you’d like. 

This report will help you understand the average revenue from closed deals with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Amount as a property

3. Select advanced filters

4. Add a filter for Arrows room URL is known

5. Add a filter for Is Open is equal to “0”

6. Adjust your time range

7. Select Visualization to continue setup

 From the Visualization tab…

1. Select the Summary chart type

2. Add Amount as the displaying property

3. Change the display type to Average

4. Save your report and add it to your dashboard

This report will help you understand the total revenue from closed deals with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Amount as a property

3. Select advanced filters

4. Add a filter for Arrows room URL is known

5. Add a filter for Is Open is equal to “0”

6. Adjust your time range

7. Select Visualization to continue setup

From the Visualization tab…

1. Select the Summary chart type

2. Add Amount as the displaying property

3. Change the display type to Total

4. Save your report and add it to your dashboard

This report will help you understand the number of total views for each room based on each deal with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Deal Name as a property (blurred out in this example)

3. Add Arrows room total views as a property

4. Select advanced filters

5. Add a filter for Arrows room URL is known

6. Add a filter for Is Open is equal to “1”

7. Adjust your time range

8. Select Visualization to continue setup

From the Visualization tab…

1. Select the Horizontal graph chart type

2. Add Deal Name as the displaying property

3. Add Arrows room total views as the measured by property

4. Change the measured by type to Total

5. Save your report and add it to your dashboard

This report will help you understand the total views each room has based on sales rep for deals with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Deal owner as a property

3. Add Arrows room total views as a property

4. Select advanced filters

5. Add a filter for Arrows room URL is known

6. Add a filter for Is Open is equal to “1”

7. Adjust your time range

8. Select Visualization to continue setup

From the Visualization tab…

1. Select the Horizontal graph chart type

2. Add Deal owner as the displaying property

3. Add Arrows room total views as the measured by property

4. Change the measured by type to Total

5. Save your report and add it to your dashboard

This report will help you understand the total room views based on pipeline stage for deals with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Deal Stage as a property

3. Add Arrows room total views as a property

4. Select advanced filters

5. Add a filter for Arrows room URL is known

6. Add a filter for Is Open is equal to “1”

7. Add a filter for Pipeline to filter down to just your sales pipeline

8. Adjust your time range

9. Select Visualization to continue setup

From the Visualization tab…

1. Select the Vertical graph chart type

2. Add Deal Stage as the displaying property

3. Add Arrows room total views as the measured by property

4. Change the measured by type to Total

5. Save your report and add it to your dashboard

This report will help you compare the last time there was a recorded HubSpot activity (meeting, call, etc.) compared to the last time the sales room itself had a view for deals with an attached Arrows room.

After you create the report, start by…

1. naming your report

2. Add Deal name as a property

3. Add Last Activity Date as a property

4. Add Arrows room last viewed timestamp as a property

5. Select advanced filters

6. Add a filter for Arrows room URL is known

7. Add a filter for Is Open is equal to “1”

8. Adjust your time range

9. Select Visualization to continue setup

From the Visualization tab…

1. Select the Table chart type

2. Configure the table to be an Unsummarized data table

3. Add Deal Name as a displaying property

4. Add Last Activity Date as a displaying property

5. Add Arrows room last viewed timestamp as a displaying property

6. Save your report and add it to your dashboard