Must-Have HubSpot CRM Dashboard Examples and Templates
All HubSpot CRM dashboard templates come pre-built with some of the most commonly tracked HubSpot CRM metrics from the most popular tools. You can customize your templates at any time.
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HubSpot CRM templates
Track some of the most common HubSpot CRM metrics and KPIs and analyze your performance with just a few clicks.
HubSpot CRM Sales Rep Activity
The HubSpot Sales Activity dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each rep.
SaaS Financial Dashboard (Profitwell + QuickBooks + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by ProfitWell and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
SaaS Financial Dashboard (Stripe + QuickBooks + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
HubSpot CRM - Sales Analytics Overview
This databoard tracks different components of closed won deals in order to gauge success and predict future growth.
SaaS Customer Acquisition (GA4 + ChartMogul)
A streamlined overview of the SaaS customer acquisition funnel, tracking key stages from websites to lead generation and conversion, providing insights into customer acquisition rates, engagement, and overall funnel performance.
SaaS Financial Dashboard (Stripe + Xero + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
You can quickly gain insight into how your marketing and sales team is working together. See exactly where your leads are getting held up in the process, and develop a plan of attack to get them unstuck from your funnel.
Sales and marketing funnel performance and conversion rate optimization effectiveness.
SaaS Acquisition Funnel (GA4 + HubSpot + Stripe)
Seamlessly integrating GA4, Mixpanel, and Stripe. Gain insights into every stage of customer acquisition, from awareness to conversion. Elevate decision-making for strategic growth with comprehensive analytics at your fingertips.
Marketing & Sales Deals Overview
Marketing & Sales dashboard template uses the Hubspot Marketing and Hubspot CRM products to give you a full view of both the top and bottom of your funnel.
This template aims to display the most relevant metrics for a sales manager's to track in order to ensure their team is hitting their goals.
SaaS Acquisition Funnel (GA4 + HubSpot + Profitwell)
Seamlessly integrating GA4, Mixpanel, and Profitwell. Gain insights into every stage of customer acquisition, from awareness to conversion. Elevate decision-making for strategic growth with comprehensive analytics at your fingertips.
QuickBooks + HubSpot CRM: Financial Performance
This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.
A visual snapshot of monthly performance by the sales team.
HubSpot CRM Overview Performance
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
SaaS Financial Dashboard (ChartMogul + QuickBooks + HubSpot)
Lead with confidence using our "SaaS Leadership Dashboard" powered by ChartMogul and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
Transform sales strategy with our "SaaS Sales Dashboard (CSO)." Tailored for Chief Sales Officers, it offers real-time insights for data-driven decisions. Elevate your sales game effortlessly and drive SaaS success.
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
You don't use HubSpot CRM templates?
You can build a dashboard with any data using our 130+ one-click integrations, incl. Zapier, Make, Google Sheets, or a SQL database.
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Frequently asked questions
What Is a HubSpot CRM Dashboard?
A HubSpot CRM dashboard provides businesses with a powerful toolset for managing customer relationships, streamlining sales and marketing processes, and driving business growth through data-driven insights and automation. It allows you to track, visualize and monitor all of your most important metrics in real-time and enables on-the-spot informed decision-making.
What Should Be Included in a HubSpot CRM Dashboard?
A HubSpot CRM dashboard should include a range of metrics and KPIs that can help businesses monitor and effectively manage their customer relationships, streamline sales and marketing processes, and drive growth. Metrics like Companies, Deals by Stage, Closed/Won amount by Owner and more provide valuable insights into the overall health of your business strategies.