We’re halfway through the year—can you believe it?
Whether the first six months have been record-breaking or frustratingly quiet, now is the perfect moment for a mid-year business review—a pause to reflect on what’s working, what’s not, and what needs to shift if you’re serious about hitting your goals by December.
This isn’t about pressure. It’s about perspective. And it could be the difference between spinning your wheels for another six months or gaining serious momentum.
What is a Mid-Year Sales Review?
A mid-year sales review is a simple but powerful checkpoint. It’s a chance to assess your sales and revenue performance so far—and decide how to course-correct (or double down) for the second half of the year.
Ask yourself:
What was my revenue goal for the first half of the year?
Did I exceed it, meet it, or fall short?
What specific actions led to those results?
What can I learn—and do differently—from here?
This process works whether you’re a one-person business or managing a small team. The key is honest reflection and intentional action.
Why a Sales Review Matters for Small Business Owners
🎯 Clarity on what’s working – When you know what’s driving your best results, you can do more of it.
📉 Early identification of gaps – Catch issues now before they snowball into missed annual targets.
🔄 Strategic reset – Stop reacting and start leading your business with purpose.
📈 Better B2B sales results – Mid-year planning helps service-based businesses build a stronger second half.
How to Conduct Your Half-Year Sales Review
No fancy dashboards required—just a bit of time, a notebook or spreadsheet, and a willingness to be honest.
1. Review your revenue
Look at what you’ve actually earned so far this year. Compare it with your original goal—are you ahead, behind, or on track?
2. Track the source of each sale
Where did your clients come from? Was it LinkedIn? Referrals? Past relationships? Email? This tells you where to focus your energy.
3. Examine your habits
Were you consistently marketing and following up—or just responding when leads came in? Strategy beats luck, every time.
4. Spot patterns
Look at the months where sales were strong—what were you doing then? What changed in the slower months?
5. Plan your focus
Based on what you’ve learned, choose one marketing or sales habit to strengthen in the second half of the year.
How HubSpot Can Support a Strong Second Half
If you’re using HubSpot Free or Starter, your mid-year review becomes even more insightful:
📊 Use the Deal Dashboard to assess revenue by source, status, or close rate
📥 Review contact properties to see where your leads came from
📈 Set up basic Reports to track sales activity or marketing conversions
🔁 Use Tasks and Workflows to create consistent follow-up and engagement habits
HubSpot gives you the visibility you need to grow more strategically—with less guesswork.
Not Using HubSpot Yet? Here’s How to Do It Manually
🧾 Open your accounting system or client list from Jan–June
🔍 Note where each sale came from (referral, email, website, etc.)
📆 Review your calendar or social posts to spot consistent marketing activity
🖊️ Write down one key learning and one key action to take forward
Even without a CRM, this kind of reflection creates clarity and confidence—and gives you a game plan for growth.
Your Half-Year Challenge: Reflect and Reset
Set aside 30 minutes this week and work through these four questions:
1. What was your revenue goal for the first 6 months?
2. What did you actually achieve?
3. What helped—or hindered—you in hitting your target?
4. What’s one thing you’ll double down on (or improve) between now and December?
It doesn’t need to be dramatic. It just needs to be deliberate.
Final Thought
Whether you’re thrilled with your progress or feeling behind, what you do next *matters more* than what you’ve done so far.
Mid-year reviews aren’t about looking back with regret—they’re about moving forward with intention.
This is your chance to refocus, realign, and take control of your next six months.
Let’s make it count.