Hubspot CRM (BDR Sales Rep Habits) Dashboard Template

Template created by ClosedWon ClosedWon
This free dashboard template is a guide to getting your sales rep started with the right behaviors while using HubSpot CRM. By using this template, you’ll be able to help your rep stay productive, make accurate sales forecasts, and generate in-depth sales reports.

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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What you’ll learn from this Hubspot CRM (BDR Sales Rep Habits) Dashboard Template:

Connect your HubSpot CRM account and learn:

  • How do we track the number of tasks a sales rep completed this month? Track how many tasks each sales rep actually completes against their set goal in a month. This information is useful for identifying top performers based on their actual results.
  • How many sales calls do our sales representatives make monthly? View the total number of sales calls made by individual sales reps in a given month, see how their actual results compare to the set goal. By tracking this metric, you’ll be able to determine if a specific sales rep needs to increase sales calls volume or manage their time better.
  • How many emails were sent to the mailing list this month? Track the total number of emails that were sent by your sales representatives to both prospective and current customers in a given month. This data lets you know if your sales rep needs to increase his/her daily email output to keep your sales funnel full.
  • How many meetings were conducted this month? Analyze the performance of your sales rep by the total number of meetings they conducted in a given month. The more meetings a sales rep sets with a sales qualified lead the higher the probability of closing.

Pull additional data using our deep integration with HubSpot CRM.

What else can you track and visualize with our deep integration with HubSpot CRM? When it comes to leads, sales & revenue, almost anything:

  • Sales pipeline and leaderboards
  • Calls and meetings booked
  • Meetings by owner
  • Deals by stage
  • Closed Won (and lost) deals
  • Sales activity by sales rep, and more.

There are many, many different metrics and metric combinations you can track using HubSpot marketing and CRM. And in Databox, you can quickly visualize 100s of HubSpot metrics in a variety of different ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s HubSpot CRM integration to learn more.

HubSpot CRM HubSpot CRM metrics included in this template
  • Tasks Completed by Owner

    Number of Completed Tasks during the specified Date Range split up by HubSpot Owner.

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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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