Step one, free
Your own won deals, measured against themselves. No industry benchmark exists for this, because nobody has measured it. So the comparison is your fastest handovers against your slowest, same company, same year, same product, same market.
From Salesforce or HubSpot, following the guide below. Won deals of the last twelve months, and the activities on those accounts.
They are read in this tab and nowhere else. If you cannot export, answer five questions from memory instead.
Your fastest quarter against your slowest, per measure, one named case, and a straight answer on whether there is a case here.
An example, not a customer. Every number below is made up to show the form. Yours replaces it in step three, computed from your own files, in this tab.
Your slowest quarter of handovers takes at least twice as long as your fastest, on a measure with a short causal distance. Same company, same year, same product, same market. Whatever separates your best handovers from your worst is execution, and execution is the part that can be changed.
The verdict rule is ours and it is stated on the result: wide means the slowest quarter takes at least twice as long as the fastest. What a gap is worth is never on this page. That is your arithmetic on your own contract values.
Read only, standard objects, nothing installed. You need the export permission your admin gives to reporting users; a VP Sales or a Sales Operations lead usually has it. If you do not, the fallback in step two works without any file.
If Export is greyed out, the Export Reports permission is missing on your profile. It cannot be switched on for the standard user profile; an administrator has to add it. Ask, or use the fallback below.
Emails, meetings, notes and tasks cannot be exported from the table view in HubSpot. On Free, only the last thirty days of activity are visible. With calls alone the baseline still computes the deal-side measures and approximates the activity ones, and it tells you which is which.
We matched these columns. Correct any that are wrong, then compute.
Three numbers each: your fastest case, your typical case, your slowest. That gives the same spread the file would, only from your recollection rather than from the record.
What the gap between your fastest and slowest quarter is worth is your arithmetic, on your own contract values. This page does not supply that figure and would not be believed if it did.
The PDF is produced by your browser from this page. Nothing is sent, unless you use the form below or the email link, and both carry only the aggregate numbers above, never a file and never an account name.
Step two, if the baseline says so: the first handover, one or two won accounts that have just crossed, three sessions, two documents, run with the founder inside ten working days. Start here.