EIL Sales and Marketing Tab User Guide
Where the data comes from
- All figures come from HubSpot, our CRM. No manual data entry is needed.
- On the Sales view, the badge in the top-right corner shows when data last synced, for example “Synced 5 minutes ago.”
- If the badge turns amber and says the data is stale, the figures may be out of date.
This tab has no date picker. Each card or chart uses its stated period: this month, the last 30 days, or all time.
Switch between Sales and Marketing
| View | What it shows |
|---|---|
| Sales | Applications, Scale Sessions, closed deals, and sales charts. This is the default view. |
| Marketing | Marketing email and form performance. Use the Marketing email and Forms buttons to switch between them. |
Use the Sales and Marketing buttons at the top of the page to change views.
What the Sales cards show
The four top cards cover this month.
| Card | What it counts |
|---|---|
| Total Application | Unique contacts whose first interaction with us came through a paid source, such as paid ads. |
| Qualified Applications | Applicants who are business owners with $750K or more in revenue, from Meta or with no recorded source. |
| Total Scale Sessions | Unique deals created in the Scale Session pipeline. |
| Closed Won Deals | Scale Session deals that reached the Closed Won stage. |
Read the cards from left to right as a funnel: applications, qualified applicants, Scale Sessions, and closed customers. Each card uses its own counting rules, so the figures should be interpreted using the definitions above.
What the Sales charts show
- Sales Team Live Calls For the Month: Scale Session live calls completed by each sales rep this month.
- Total Scale Sessions by stage: this month’s Scale Session deals, grouped by their current pipeline stage.
- Live Call Report: the all-time count of deals by live call outcome. This is the only Sales chart that covers all time rather than this month.
- Total Applications by created source: this month’s applicants grouped by their first channel, such as Facebook, external, or webinar.
- Qualified Applications by created source: the same source breakdown for qualified applicants only.
Hover over a bar to see its exact value. Compare the two application-source charts to see which channels bring in good-fit applicants, not just volume.
What Marketing email shows
The Marketing email view covers the last 30 days.
| Measure | Meaning |
|---|---|
| Clicks | Total clicks across all marketing emails. |
| Emails Clicked | Number of different emails that received at least one click. |
| Top Email | The email with the most clicks, with its name displayed underneath. |
| Marketing email performance chart | Clicks for each email. Hover over a bar to see its exact number. |
If email data is not available yet, the page displays a message explaining why.
What Forms shows
The Forms view covers submissions over the last 30 days.
| Measure | Meaning |
|---|---|
| Submissions | Total submissions across all forms. |
| Daily Average | Submissions per day. |
| Busiest Day | The highest number of submissions in one day, with the date. |
| Form performance chart | Submissions for each day. Hover over a bar to see that day’s total. |
FAQ'S
Why are the numbers different from another HubSpot report?
The dashboard uses fixed counting rules, including paid first-touch contacts for Total Applications and unique deals for Scale Sessions. A report with different filters, counting rules, or dates will not match.
Why did a number change from yesterday?
Most Sales cards count the current month and reset on the first of the month. Marketing email and Forms cover the last 30 days, while the Live Call Report covers all time. Check the relevant label before comparing figures.
What does “Failed to load HubSpot data” mean?
The dashboard could not reach HubSpot. The message provides a reason. Share it with an admin, who may need to reconnect HubSpot.
Why does the page ask me to connect HubSpot?
HubSpot is not connected yet. Ask an admin to set it up on the EIL Integrations page.
Why can’t I see this tab?
Access requires the Marketing permission. Ask an admin to enable it for your account.