Data is important - but the right data is critical. With the overwhelming number of options for data tracking in HubSpot, it's hard to know where to even start.
We've got you covered- if you're a sales rep or a sales manager looking for valuable data reporting, you'll want to try these 5 HubSpot sales dashboard templates.
Every dashboard below only includes reports that come with HubSpot in the reports library. No custom reporting needed! Make your new dashboard, plug in the reports listed in each template and bam - you've got a high-value, easy-to-read sales dashboard ready to go.
This template is designed for sales reps who need an overview of the Target Accounts owned by them. It lets them get a quick view of which target accounts last took an action (and what they did), last touch base with a salesperson and who the decision maker is at each target account.
This template is designed for sales managers and management who want a high-level overview of sales activities, open deals, timelines for closing deals and deal values. It will give you a nice look at your overall sales performance so you can compare it against your goals.
This template is designed for sales reps, sales managers and management to track the completion of deals and tasks. This goes more in-depth than the previous report, for more detailed data and performance tracking. Our template is based on a 2-week cycle, but you can use any timeline you want for this data.
This template is designed for sales reps and organizations who are using account-based marketing. This is similar to the target accounts overview dashboard, but with additional reports that provide insight into contacts within a target organization and their activities.
This template is designed for sales reps and sales managers to look at forecasting and opportunities. Most of the other reports focus on what's been done - this report looks at what needs to be done yet to reach goals.
Data is critical, but you don't want to get bogged down in reporting paralysis at the overwhelming amount of data available in HubSpot. Instead, use these sales dashboard templates to get started with intelligent tracking and reporting.
But what happens if you start with these reports and find that you need more custom options? What if you have a large sales team, a longer sales cycle or custom deal stages that aren't covered in HubSpot's default reporting options? Then you need to partner with a HubSpot partner.
HubSpot is a significant investment. If not implemented and used properly, you're not getting the most out of this powerful tool. You can go it alone, but working with a HubSpot partner agency means that you don't need to become an expert in HubSpot to get up and running.
Plus, we are the only agency in Minnesota with a Platform Enablement Accreditation from HubSpot!