Learn how to unlock powerful sales reporting in HubSpot — including forecasting, goal tracking, MRR dashboards, and CRM hygiene insights. Built for sales leaders and RevOps teams using HubSpot CRM.
How to Forecast Sales in Pipedrive: From Pipeline to Revenue
Pipedrive Dashboards: Better Sales Insights Without Spreadsheets
The Complete Guide to Pipedrive Goals
Setting Sales Targets in Salesforce: Two Competing Approaches to Managing Goals
Data-driven B2B sales leaders know that their teams can’t score if they don’t have a goal. In this blog post, we discuss what effective goal setting and tracking looks like in Salesforce, and how data-driven sales teams can overcome the limitations of Salesforce’s native goal and target tracking functionality.
Best Salesforce Reporting Tools for B2B Sales Teams in 2025
We can probably all agree that Salesforce is an amazing CRM with severely limited reporting capabilities. To overcome these challenges, businesses often turn to third-party integrations or advanced analytics tools. That’s why in this article, we introduce five Salesforce reporting tools and walk through each of their benefits and drawbacks. This way, you can quickly choose the solution that’s right for your sales organization’s needs.
Video Solutions Provider Videoly Brings Structure to Its Rapidly Growing Sales Team with Dear Lucy
Nordic market leader Videoly is a product video hub for online retailers and brands. The rapidly growing sales team was looking to extend the reporting capabilities of HubSpot and present sales KPIs in a clear and visual way. “Our sales meetings are a lot more meaningful now as we are looking at relevant numbers and can focus on discussing conclusions and actions,” comments Patric Lindström, Head of International Sales.
Integrated Sales Dashboards for Salesforce and HubSpot - Apiture Creates a Unified and Shared Source of Truth with Dear Lucy
Digital banking solutions provider Apiture needed a way to get a unified view of sales. The company serves over 400 customers across the United States and uses both Salesforce and HubSpot to manage its revenue operations. “Dear Lucy synthesizes and analyzes the data into widgets that are easy for our CEO and board to consume,” summarizes Matt Ellis, CRO of Apiture.
Simplify Sales Commission Tracking by Integrating Netsuite with HubSpot/Salesforce
Sales teams often struggle when they can’t see the invoicing data that determines their commissions. Many sales organizations base commissions on actual invoicing to ensure that sales are tied directly to revenue. However, when this data is locked in Netsuite and not accessible in CRMs like HubSpot or Salesforce, it creates challenges.
