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The HubSpot sales dashboard will show you everything you need to gain complete visibility into your sales process. This is where you can organize various reports and create a visual representation of your entire marketing and sales funnel.
Want to know how many meetings were booked this month? There’s a report for that.
Want to know how much revenue is in your pipeline and how much of that revenue you are likely to close? There’s a report for that.
Just like many things in HubSpot, creating a sales dashboard can be as simple or complex as it needs to be. You can choose to rely on the pre-built reports that come standard in any HubSpot portal, or you can create your custom reports if you need something more specific.
This post will tell you everything you need to know about getting started with HubSpot sales dashboards and provide you with some examples of dashboards you might want to create for yourself. Keep reading to learn more.
What is a HubSpot sales dashboard?
HubSpot allows you to create up to 300 different dashboards to share within your organization. A dashboard is a central place in your HubSpot portal where you can organize different reports to create a visual representation of the data you are collecting.
A HubSpot sales dashboard contains relevant sales data such as deal pipelines, deal forecasting, sales activity, and much more. You can use the existing reports that come standard with HubSpot or generate custom reports relevant to the KPIs you want to track. This information can be used to track progress towards existing sales goals and create new plans based on historical data.
How To Create a Dashboard in HubSpot
Creating a HubSpot dashboard is easy. Just follow the steps:
- In the top navigation bar, select Reports > Dashboards
- In the top right corner, click on the “create dashboard” button
- Select a pre-made dashboard or create a blank dashboard to customize later on
- Name your dashboard
- Set user access. You can make your dashboard private, public, or available to specific teams or users.
- Click “create dashboard.”
- Start adding and customizing reports to your dashboard
Building Sales Dashboards in HubSpot
Now that you know how to create a dashboard, it’s time to think about what reports to include.
Dashboards should tell a story. Think about how you will use your dashboard and who it’s for. There is currently a limit of 20 reports you can include in a single dashboard, so make sure you track the right KPIs to tell that story.
If your goal is to get a general sense of how your sales pipeline is performing, you’ll want to include reports such as deals created, deals closed, and time spent in deal stage.
If you want to create a sales leaderboard, you can include reports such as meetings booked by rep, call outcomes by rep, and call and meeting totals by rep.
Reports can be added or removed later if you want to see different data sets. You can also create custom reports if your HubSpot library doesn’t have what you are looking for.
6 Examples of Effective HubSpot Sales Dashboards
Current Sales Performance
If you want to view how your sales team is progressing toward weekly, monthly, or quarterly goals, this dashboard will provide that. You can identify which KPIs are more important and then organize your reports in a top-down fashion that tells a story from the number of calls made to the number of deals created and ultimately revenue closed within a given period.
Here are some examples of reports you can include in this dashboard:
- Calls made vs. goal
- Deal leaderboard
- Meetings booked by rep
- Deals open by the close date of this month
- Deals in sales pipeline stages by rep
- Closed revenue per day vs. goal
Sales Leaderboards
Sales leaderboards are relatively common in most organizations. They let you track which reps are the most productive, which reps are closing the most deals, and they can also create a sense of healthy competition among members of your sales team.
Here are some examples of reports you might want to include in your sales leaderboard:
- Meetings booked by rep
- Deals created most recently by rep with most deals
- Deal amount average by rep
- Deals closed-won all time by rep
- Deal leaderboard – all-time amount closed by rep
Individual Sales Rep Performance
In addition to setting a sales leaderboard, you might also want to have unique dashboards to share with individual reps. This can help you and your team members get a better idea of their productivity and contribute to overall team success. They can also be restricted and available only to the individual reps and relevant team leaders.
Some examples of these reports can be:
- Email conversation totals by rep
- Meetings booked by rep
- Deals in sales pipeline stages by rep
- Deals closed lost all-time by rep
- Deals closed-won all time by rep
- Call outcome totals by rep
Pipeline Analysis
Keeping a birds-eye view of your sales pipeline is crucial for leadership and executive teams. Knowing how many active deals you have in the works, how likely they are to close, and how much revenue is in the pipeline can help create some predictability.
You can start creating a pipeline analysis with the following reports:
- Company revenue by close date with source breakdown
- Deal stage funnel with deal totals and conversion rates
- Closed revenue by month with deal total and closed revenue breakdown
- Deal average time spent in each stage
- Deals open by current stage
- Deal revenue forecast by owner with stage breakdown
Win/Loss Dashboard
Another valuable data set you might want to keep on hand is a win/loss dashboard that will help you determine which channels, teams, and activities have the most impact on your revenue goals. Knowing which reps are closing the most deals and which marketing channels are producing the best leads will help you focus your time and attention on the things that matter most.
Here are some examples of reports you can include:
- Deals created by traffic source over time
- Closed revenue by source
- Deals closed-won all time by rep
- Deals closed-won all time by rep
- Call outcome totals by rep
- Contacts created and worked totals with deals created and won totals
Sales Activity
Creating a sales activity dashboard in HubSpot will visually represent how many tasks are being completed, how many calls are being made, etc. This kind of data will help you understand where time is spent and set realistic goals.
Some relevant reports you might want to consider could be:
- Contacts most recently assigned
- Email conversation totals by rep
- Meetings booked by rep
- Call duration average by rep
- Call and meeting totals by rep
- Team activity totals
How do I get to my HubSpot dashboard?
You can easily navigate back to your HubSpot sales dashboard from anywhere in your portal. Just click on the HubSpot icon in the top left corner of your browser window, and you will be redirected to your main dashboard screen.
Right below the main navigation menu on the left-hand side of your screen, you will see a drop-down menu that contains all of your HubSpot dashboards. Click on that menu and select whichever dashboard you want to view.
How To Restrict Dashboards in HubSpot
There may be cases where you want your dashboard to be private or hidden from specific teams or users. Fortunately, restricting or granting access to a HubSpot dashboard can be done in a few simple clicks:
- Navigate to the dashboard you want to restrict
- In the top right corner, under the “create dashboard” button, you’ll see a line of text that reads “Assigned.” Click on it, and a pop-up will appear.
- Select “Edit access”
You can then make changes to which users and teams can view and edit your HubSpot sales dashboard.
Getting Started with HubSpot Sales Dashboards
HubSpot sales dashboards are an easy and convenient way to obtain the sales metrics you need. If you’re just getting started on the platform, I recommend starting small and using HubSpot’s pre-built reports until you get more comfortable. Once you have a better idea of what you want to accomplish, you can add new dashboards to your portal and build custom reports showing more specific data sets.
Download your free Growth Stack guide below to learn more about what you can do with HubSpot. If you have any more questions about HubSpot sales dashboards, you can ask our chatbot or contact us today.
