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HubSpot CRM Overview Performance Dashboard Template

Template created by Databox Databox

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.

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
  • Closed Lost Deals Amount
  • Closed Won Deal Amount
  • 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.

  • Open (Unclosed) Deals by Stage by Pipeline

    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.

  • Tasks Completed

    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.

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Explore all of Databox’s functionalities:

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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