Use this free, easy-to-use, and customizable HubSpot CRM Overview Performance Dashboard to gain insights into deals and sales pipelines, helping you track and grow your pipelines effectively. This dashboard tracks key metrics such as Contacts, New Deals, New Deals Amount, Sales Performance, Closed Won Amount, Open Deals by Stage, and Account Engagement.
By integrating with HubSpot CRM, this dashboard ensures seamless data tracking and analysis, helping you make data-driven decisions and optimize your sales performance.
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.
The Calls metric in HubspotCRM tracks the number of phone calls made between contacts and users in your account, allowing you to measure communication and outreach efforts and gather insights on potential sales opportunities.
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.
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.
The New Deals Created Amount metric measures the total revenue generated from newly created deals in a given period of time. It helps businesses track the effectiveness of their sales efforts and identify areas for improvement.
This metric shows the total monetary value of open deals in each stage of the sales pipeline, categorized by different sales processes.
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.
This metric allows you to track the number of open deals that have not been closed yet, categorized by their current stage in the pipeline.
The Emails Logged metric in HubSpot CRM tracks the number of emails sent and received by your team within the CRM, providing insights into communication activity and engagement with contacts.
The Meetings metric in HubSpot CRM measures the number of scheduled and completed meetings with your contacts. It helps to track the effectiveness of your sales and marketing tactics and optimize your outreach strategy.
The Notes metric in HubspotCRM refers to the number of notes added to a particular contact, company or deal record. It helps to keep track of communication and relevant information related to a record.
The Tasks Completed metric in Hubspot CRM shows the number of tasks that have been marked as completed by team members within the specified time period. This provides insight into individual and team productivity and helps track progress towards goals and deadlines.
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
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.
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.
A visual snapshot of monthly performance by the sales team.
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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