HubSpot CRM Deals Performance Dashboard Template

Template created by Databox Databox

Use this free, easy-to-use, and customizable HubSpot CRM Deals Performance Dashboard to get a visual snapshot of monthly performance by the sales team. This dashboard tracks key metrics such as Deals, Sales Team Performance KPIs, Closed Deals, Closed Deals Amount, New Deals Leaderboard, Won Deals Leaderboard, and Deals Performance Summary.

By integrating with HubSpot CRM, this dashboard ensures seamless data tracking and analysis, helping you make data-driven decisions and optimize your sales performance.

Uses one-click integrations:

  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot CRM, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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HubSpot CRM HubSpot CRM metrics included in this template
  • New Deals Created Amount by Owner
  • Closed Won Deals
  • Deals Closed Lost

    Deals Closed Lost is a metric that measures the number of deals that have been fully progressed through the sales cycle but ultimately did not result in a sale or were lost to a competitor.

  • Deals Created by Owner

    Deals Created by Owner is a metric that measures the number of deals that were created by a specific owner within a given time period, providing insight into individual team member's sales performance.

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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