Video Playbook: Territories, Households and Fees in your Sales Pipeline

Use HubSpot to the track and report on Territories in your Sales Pipeline

In This Playbook:

HubSpot can help you track and report on territories, the households they represent, and the Franchise Fee revenue in your pipeline. This Video Playbook walks you through the best approach for most franchises. Plus, a few extras and automations that make it even more useful.

Why this matters

How many Deals are in your pipeline is important. But so is how many total territories are. How many potential new Territories do the leads coming to Discovery Day represent? Which states have the most Territories in the Pipeline? How much new Franchise Fee Revenue does that represent? Deals or leads don’t give you enough visibility, but you also don’t want to make things too complicated.

The FranDev Lab solution follows the 90/10 rule: three simple properties give you 90% of the value and visibility executives need without the complexity that burdens your Reps.

This playbook contains 4 videos:

• Video 1: Introduction

• Video 2: The Approach and Properties

• Video 3: Visibility on Records and in Reports

• Video 4: Automations and Extras