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
  • All Deals

    The All Deals metric in HubspotCRM provides a comprehensive overview of all deals in the sales pipeline, including the total number of deals, their total value, and their current stage.

  • Companies

    The Companies metric in HubSpot CRM tracks the total number of companies in your database, providing valuable insights into the size and growth of your company's customer base.

  • Contacts (Marketing)

    The Contacts (Marketing) metric in Hubspot CRM refers to the total number of leads or contacts that have been added to the marketing database, through various channels such as website forms, landing pages, social media, email campaigns, etc. This metric helps evaluate the effectiveness of marketing efforts and indicates the potential customer base.

  • New Deals Created Amount by Owner
  • Deals Created

    Deals Created is a sales metric in HubSpot CRM that measures the total number of new deals created within a specified time period. It helps teams track their sales performance and evaluate the effectiveness of their sales strategies.

  • 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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