As an Official Senior Affiliate, you will have to monitor your own organization's performance to know your current progress and to reach your target. To track and enhance your organization's revenue performance and work towards achieving your goals in HubSpot, follow these steps:
1. Access Dashboards:
Navigate to the "Reporting" or "Dashboard" section in HubSpot.
2. Please select the dashboard "Official Partner/Official Senior Affiliate - own report"
3. In this own report, you will see the number of purchased referrals; the total number of direct revenue, the remaining targe and the % target reached.
4. You will need to Choose 2 filters in order to ensure getting the correct report:
- Filter 1: Choose Contact owner -> Choose Me
- Filter 2: Choose Period -> You can choose this month/this week/... based on your need.
Therefore, you can gain a comprehensive understanding of the situation and streamline order processing to maximize profits. If you haven't yet reached your objectives, it's crucial to devise a strategy to propel your team towards success.