New from HubSpot: discover the Sales Performance workspace (private beta)

In a world where sales teams are constantly striving to be faster and more efficient, HubSpot innovates once again with its Sales Performance Workspace.

This new feature, available in private beta, transforms the way managers track performance and coach their teams to achieve their goals.

What is the Sales Performance Workspace?

It's a centralized space for sales managers, enabling them to view the performance of their team and individual sales reps in real time. It consists of two key tabs:

Summary: AI-powered insights to quickly spot wins, risks, coaching opportunities and trends.

My Team: Detailed tracking of each rep's performance, including deals created, pipelines opened and goals achieved.

Objective

Save time, make data-driven decisions and optimize your team's coaching.

Why it's important for your sales team

The Sales Performance workspace meets several key needs of managers:

- Real-time tracking of sales targets

- Early identification of risks

- Automatic detection of coaching opportunities

- Reduced manual analysis time

- Better visibility of individual and team performance

With intuitive visualizations and intelligent filters, this new tool makes sales reviews far more effective.

How to activate the Sales Performance workspace

Access requirements:

• HubSpot Sales Pro or Enterprise license

• Access to sales tools

• Define the manager in the hierarchy

Configuration steps:

1. Assign a Sales Pro/Enterprise license

2. Activate workspace access via settings

3. Define direct reports in the hierarchy

Examples of use

The Summary tab displays :

• Number of deals at risk per pipeline

• Stages where deals are blocked

• Performance by region or representative

The My Team tab displays :

• Number of deals created

• Success rate against objectives

• Deals open or overdue

Who is it for?

This feature is ideal for :

• Sales managers

• Sales representatives looking for greater visibility

• RevOps teams who want to optimize performance management

In a nutshell

The Sales Performance workspace transforms the way you manage your sales team on HubSpot. If you're already using HubSpot Sales Pro or Enterprise, now's the time to take advantage.

Contact Parkour3 for personalized support!