---
title: Analyze your sales team's productivity
description: Learn how to use the sale team productivity analytics tool to analyze your sale team's performance.
---

[HubSpot Knowledge Base ](https://knowledgeqa.hs-sites.com)

# [Analyze your sales team's productivity](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs)

 Written by [HubSpot Support](https://knowledgeqa.hs-sites.com/author/hubspot-support) | Oct 23, 2019 4:00:00 AM

Analyze your sales team productivity in the analytics tools to track your team's performance by their deals, meetings, calls, tasks, and emails. You can also consider using the [default productivity report in your sales dashboard](https://knowledgeqa.hs-sites.com/dashboard/understand-your-sales-dashboard#productivity).

If you're looking to analyze your service team's productivity, learn how to [use the service team productivity analytics tool ](https://knowledgeqa.hs-sites.com/reports/analyze-your-service-team-productivity)instead.

- In your HubSpot account, navigate to **Reports** > **Analytics Tools**.
- Click **Sales Team Productivity**.
- Use the **Date range **and **Frequency **dropdown menus to filter the data to a specific time range. 
    - This will filter the data in all tabs in the analytics tool.
    - A week starts on Sunday, when the date range is set to *This week* or *Last week*, or when the frequency is set to *Weekly*.

- Click the **tab** you want to analyze: 
    - [Deals](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs?hs_amp=true#analyze-your-sales-team-s-deals)
    - [Meetings](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs?hs_amp=true#analyze-your-sales-team-s-meetings)
    - [Calls](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs?hs_amp=true#analyze-your-sales-team-s-calls)
    - [Tasks](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs?hs_amp=true#analyze-your-sales-team-s-tasks)
    - [Emails](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs?hs_amp=true#analyze-your-sales-team-s-emails)
    - [All Activities](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs?hs_amp=true#analyze-all-sales-activities)

## Analyze your sales team's deals

You can analyze your sales team's productivity by the deals they've worked in a certain date range.

- By default, *Owner* will be selected and your deal data will be segmented by your HubSpot users. To view your deal data based on the HubSpot team, select **Team**.
- By default, the chart will show your deal data *Over time*. You can click the **dropdown menu** and select **Summary** to view the data by owner or team.
- Click the **Currency** dropdown menu and select the **currency** you want the chart and table to display.
- Click the **Pipeline** dropdown menu and select the **pipeline** you want to filter your data.

### *Deals* chart

The chart shows the deal data based on a metric in the date range you've selected.

- In the upper left of the chart, click the **dropdown menu** and select the **metric **you want to view in the chart. You can select: 
    - Count of deals (default)
    - Forecast amount
    - Closed amount
    - Average number of sales activities
    - Average days to close
    - Amount
- In the upper right of the chart, select the **Split by won and lost** checkbox to split the data in the chart into *Won*, *Open*, and *Lost *categories.
- In the upper right of the chart, click the **Style **dropdown menu and select the **type** of chart you want to use for analysis. You can select an area chart, column, line, or a combination of an area and line chart to visualize the data.

### *Deals* table

The table shows you the deal data per team or owner, for each metric.

- To customize the metrics that appear in the table: 
    - In the upper right of the table, click **Edit columns**.
    - In the dialog box, select the checkbox for each **metric** you want to display.
    - Click the **X** next to a property in the *Selected columns* section to remove it from the table.
    - Click **Save** to apply these changes.
- Click a **column header** to sort the owners or teams by that metric.
- Click the **value** in the *Count of deals* column to view the deals in the right panel. 
    - Click the **deal name** to access the deal record.
    - Click **Go to Deals** in the right panel to view all the deals in [a saved filter](https://knowledgeqa.hs-sites.com/contacts/create-saved-filters).

## Analyze your sales team's meetings

You can analyze your sales team's productivity by the meetings they had in a certain date range. By default, *Owner* will be selected and your meeting data will be segmented by your HubSpot users.

- If *Owner* is selected, click the **Team** dropdown menu and select the **team** whose data you want displayed.
- To view your meeting data based on the HubSpot team, select **Team**.
- To view your meeting data based on their types, select **Meeting** **type**.

### *Meetings* chart

The chart shows the meetings data based on a metric in the date range you've selected. In the upper right of the chart, click the **Style **dropdown menu and select the **type** of chart you want to use for analysis. You can select an area chart, column, line, or a combination of an area and line chart to visualize the data.

### *Meetings* table

The table shows you the meeting data per team or owner, for each metric.

- Click a **column header** to sort the owners or teams by the count of activities.
- Click the **value** to view the meetings in the right panel. You can click the **activity** in the right panel to access the associated record.
- To view only certain owner's or team's activities in the chart, select the **checkbox** next to the owner or team. You can select **multiple owners or teams **to compare their impact.
- When viewing team metrics, click a **team** to view a breakdown of the users in that team.

## Analyze your sales team's calls

You can analyze your sales team's productivity by the calls they had in a certain date range. By default, *Owner* will be selected and your call data will be segmented by your HubSpot users.

- If *Owner* is selected, click the **Team** dropdown menu and select a **team** to filter the data to.
- To view your call data based on the HubSpot team, select **Team**.
- To view your call data based on their types, select **Call** **type**.
- To view your call data based on their outcome, select **Call outcome**.

### *Calls* chart

The chart shows the call data based on a metric in the date range you've selected. In the upper right of the chart, click the **Style **dropdown menu and select the **type** of chart you want to use for analysis. You can select an area chart, column, line, or a combination of an area and line chart to visualize the data.

### *Calls* table

The table shows you the call data per team or owner, for each metric.

- Click a **column header** to sort the owners or teams by the count of activities.
- Click the **value** to view the call activities in the right panel. You can click the **activity** in the right panel to access the associated record.
- To view only certain owner's or team's activities in the chart, select the **checkbox** next to the owner or team. You can select **multiple owners or teams **to compare their impact.
- When viewing team metrics, click a **team** to view a breakdown of the users in that team.

## Analyze your sales team's tasks

You can analyze your sales team's productivity by the tasks they had in a certain date range. By default, *Owner* will be selected and your task data will be segmented by your HubSpot users.

- If *Owner* is selected, click the **Team** dropdown menu and select a **team** to filter the data to.
- To view your task data based on the HubSpot team, select **Team**.

### *Tasks* chart

The chart shows the task data based on a metric in the date range you've selected. In the upper right of the chart, click the **Style **dropdown menu and select the **type** of chart you want to use for analysis. You can select an area chart, column, line, or a combination of an area and line chart to visualize the data.

### *Tasks* table

The table shows you the task data per team or owner, for each metric.

- Click a **column header** to sort the owners or teams by the count of activities.
- Click the **value** to view the tasks in the right panel. You can click the **task** in the right panel to access the associated record.
- To view only certain owner's or team's activities in the chart, select the **checkbox** next to the owner or team. You can select **multiple owners or teams **to compare their impact.

- When viewing team metrics, click a **team** to view a breakdown of the users in that team.

## Analyze your sales team's emails

You can analyze your sales team's productivity by the emails they sent in a certain date range. By default, *Owner* will be selected and your email data will be segmented by your HubSpot users.

- If *Owner* is selected, click the **Team** dropdown menu and select a **team** to filter the data to.
- To view your email data based on the HubSpot team, select **Team**.

### *Emails *chart

The chart shows the email data based on a metric in the date range you've selected. In the upper right of the chart, click the **Style **dropdown menu and select the **type** of chart you want to use for analysis. You can select an area chart, column, line, or a combination of an area and line chart to visualize the data.

### *Emails* table

The table shows you the email data per team or owner, for each metric.

- Click a **column header** to sort the owners or teams by the count of activities.
- Click the **value** to view the emails in the right panel. You can click the **activity** in the right panel to access the associated record.
- To view only certain owner's or team's tasks in the chart, select the **checkbox** next to the owner or team. You can select **multiple owners or teams **to compare their impact.

- When viewing team metrics, click a **team** to view a breakdown of the users in that team.

## Analyze all sales activities

You can analyze your sales team's productivity by all the different activities they had in a certain date range. By default, *Owner* will be selected and your calls data will be segmented by your HubSpot users.

- If *Owner* is selected, you can click the **Team** dropdown menu and select a **team** to filter the data to. You can also click the **Filter by** dropdown menu and select to only show a certain number of assignees.
- To view your sales activity data based on the HubSpot team, select **Team**.

- The chart shows the count of each type of activity.

- The table shows you the activity owners and their related activities. 
    - Click a **value** to view the type of activities by owner in the right panel. You can click the **activity** in the right panel to access the associated record.
    - To view only certain owner's or team's activities in the chart, select the **checkbox** next to the owner or team. You can select **multiple owners or teams **to compare their impact.
    - When viewing team metrics, click a **team** to view a breakdown of the users in that team.

## Export or save the data as a report

In each tab, you can export the data:

- On the right, click **Export**.
- In the dialog box, enter the **Name** of your file and click the **File format** dropdown menu to select a **format**. Click **Export**.
- The export file will be sent to your email address and can be downloaded in your notification center, accessed by clicking the notification icon in the top right.

You can also save the chart as [a report in your reports list](https://knowledge.hubspot.com/articles/kcs_article/reports/manage-reports-in-your-reports-list):

- On the right, click **Save as report**.
- In the dialog box, enter the **Report name**.
- To add the report to a dashboard, click the **Add to dashboard** dropdown menu and select if you want to add it to an **existing dashboard** or [create a **new custom dashboard**](https://knowledge.hubspot.com/articles/kcs_article/reports/create-clone-and-delete-dashboards). 
    - If you select **Existing dashboard**, click the **Select existing dashboard** dropdown menu and select the dashboard to add the report to.
    - If you select **New custom dashboard**, enter the **Custom dashboard** name and click the **Visibility** dropdown menu to select if the dashboard should be shared, shared but read only to others, or private to your own user.
- Click **Save & add**.

[View full post](https://knowledgeqa.hs-sites.com/reports/analyze-your-sales-team-productivityhubs_sourcegcs)

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