I need to construct a detailed sales dashboard in HubSpot that presents our team’s daily activities and tracks new opportunities coming into the pipeline. My goal is for sales representatives to easily view their performance metrics and identify which deals they should pay attention to. However, I feel lost regarding how to utilize HubSpot’s dashboard capabilities effectively, including which widgets are ideal for sales teams. I’ve attempted to create some basic reports, but they don’t provide the comprehensive insights we require. Has anyone else developed a similar dashboard? What metrics did you incorporate, and how did you structure it? Additionally, I’d like advice on the optimal way to showcase deal stages and track activities. I would be willing to compensate someone who can assist me in this setup or provide guidance.
hubspot’s custom reports r so helpful! i made smth like that too - deal funnel reports + activity dashboards r a must. track conversion rates between stages n set alerts for deals that are stuck. but dont overload it, too many widgets just mess things up.
Dashboard organization is crucial for effectiveness. After multiple attempts, I found that separating sections works best. I feature overall metrics at the top, followed by individual rep performance, and then pipeline health at the bottom.
An effective change was incorporating deal age widgets alongside standard pipeline reports. This method highlights opportunities that are stagnant and require attention.
Additionally, I merge activity tracking metrics (calls, emails, meetings) with deal stage monitoring. This combination ensures that activities lead to tangible progress rather than just busyness.
Another useful tactic is applying filters to the deal forecast widget by probability ranges for a more accurate sales outlook rather than solely relying on close dates.
Lastly, take note that the load times of your dashboard are significant, especially when reps access them frequently throughout the day. Aim for a reasonable number of widgets and avoid overly complex reports that slow down loading.
the default hubspot dashboard templates r solid starting points. just clone one n customize it - way faster than building from scratch. don’t forget to add goal tracking widgets so ur reps can see how they’re doin against targets every day. really helps with motivation.
I spent way too much time building our sales dashboard last year - lots of trial and error. Here’s what I learned: focus on metrics you can actually act on, not vanity numbers. Deal velocity tracking was a game changer - it shows how long deals sit in each stage, so reps know which opportunities are stalling. For daily stuff, I’d use the activities by rep widget with pipeline value by owner. The funnel report works great for deal stages, but don’t use HubSpot’s default stages - customize them to match how you actually sell. Big mistake I made: creating different dashboards for different people. Use filters instead - everyone gets the same view but can customize what they see. Oh, and set up automated alerts for deals hitting close dates. Our follow-up got so much better.
Skip the pretty visuals - focus on data your reps can actually use. I’ve built these for our team, and you’ve got to start with what decisions your salespeople make every day. Use the deal probability weighted pipeline widget with activity completion rates. This combo shows potential revenue AND whether reps are working their deals. Here’s what crushed it for us: we made a dashboard section for deal health using custom properties to flag deals with no activity for 7+ days. The pipeline performance widget by source is gold - shows you which lead channels actually convert. Add a widget for upcoming tasks and follow-ups. Sounds boring but keeps everyone moving. Most important tip: get your actual sales team involved in building this. They’ll tell you what metrics matter, not what management thinks matters.
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