Sales Pulse
3CX calls, Apollo and HubSpot emails, HubSpot meetings and deals. Data through .
Outcomes HubSpot Sales Pipeline. New business and renewals are reported separately. Upsell and Ecommerce orders are excluded. Sparkline is the last four weeks.
Funnel
Meetings and deals come from HubSpot and only count when logged there. Every rep is instructed to log in HubSpot, so a gap between conversations and meetings is either a real conversion problem or a logging miss, and both need the same conversation.
Action list Up to five items, generated from rules over this period's data. Sequence rules apply to active sequences only; paused and inactive ones never raise an item. Resolved items drop off on the next build.
Team
| Phone (3CX) | Email (Apollo + HubSpot 1-to-1) | Outcomes (HubSpot) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Arslan's Apollo sends run under Shabahat's seat and are credited to him. Ansar has no Apollo seat, so his email column is HubSpot 1-to-1 only. Qadeer and Roy have Apollo seats with no Apollo sequence activity through this cutoff; Qadeer has two HubSpot 1-to-1 emails in August and September. Non-roster staff are excluded from every figure on this page.
Active sequences
Data health