We have worked with dozens and dozens of Pipedrive customers to design sales and revenue reports, recurring revenue insights, and revenue projections. In this post, we cover our best tips for Pipedrive sales and revenue reporting.
How To Track Recurring Revenue (ARR & MRR) With Salesforce?
How to Create an Inbound Sales Strategy for Your Business
What are the best practices of inbound selling? The blog features actionable tips that you can apply on your next sales call. Whether you're selling on a daily basis or coaching someone who is, this information can be applied right away. A guest blog by Kyle Jepson, The Senior Inbound Sales Professor at HubSpot Academy.
How to Track Recurring Revenue with HubSpot and Dear Lucy Dashboards - With Your Current HubSpot Plan!
Managing your SaaS sales or revenue operations with HubSpot? Struggling to build the right sales and revenue dashboards in HubSpot to accurately monitor your ARR or MRR figures? You’ve come to the right place. This blog post outlines how you can stay on top of your key recurring revenue metrics with HubSpot and Dear Lucy dashboards - also if you’re using the free HubSpot CRM.
Healthy Sales Pipeline is Vital To Growth: Introducing New Metrics for Sales Pipeline Management
Having a large enough, constantly growing pipeline of identified sales opportunities is crucial for sales success and absolutely vital, if you’re looking to grow. We are happy to introduce a collection of new pipeline development metrics to help you get a full picture of your pipeline and its development over time.
Succeed with Dear Lucy: 5 things to do to prepare for 2020
"Growth company, invest in reporting!" - Investors view on growth company reporting
Ken Liebkind, an investor and a board professional at the Swedish Alfvén & Didrikson, encourages growth companies to implement transparent and real-time reporting practices to keep both the team and investors up-to-date. We had a chance to talk with Ken and discuss growth company reporting and how it has changed in recent years. Ken also provides his list of top 5 metrics for a SaaS company.
Top 3 Lessons From 2018
Year 2018 is drawing to a close. As often, the approaching holiday season is a good time to look back, reflect upon the customer projects and development of the past 12 months, and draw some conclusions. A lot has happened over the year - our team grew, we gained dozens of new customers, expanded our geographical footprint and are looking to double the size of our office in Helsinki right after the holidays. Here are our top three themes in 2018 that shaped our year, and that will carry over to the next year.
Data driven management urges companies to develop their KPI management practices
Data driven management is a big trend. Leaders these days need accurate KPI data in real time and transparently enough to be easily communicated to the organization and interest groups. Yet efficient KPI management is easier said than done. We have developed a four-stage KPI management maturity model that lays out the typical stages that companies go through when improving their KPI management.
KPI Management Maturity Model
With the increasing possibilities to accurately measure company performance, KPI tracking and data-driven management are gaining popularity. We developed a framework, “the Dear Lucy KPI management maturity model”, that describes the typical stages of maturity in managing businesses with KPIs. The framework also lays out a roadmap for those who want to take their organization to the next level in smooth and efficient KPI management.