HubSpot (Sales Activity) Dashboard Template

Template created by Databox Databox
Use this free HubSpot (Sales Activity) Dashboard Template to track each stage of your sales funnel, and to identify and fix leaks. Get an Instant snapshot of your top-of-funnel sales goals, activities conducted by your sales reps, and so much more.

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 (Sales Activity) Dashboard Template

  • How do I track the email productivity of my sales reps? Track and compare side-by-side the number of emails sent, received, and responded to by each sales rep during a given time period. Measure their actual results against the set targets/goals for the week/month/quarter. Tracking this data lets you know as a manager who both your top and underperforming sales reps are when it comes to emails. Also, you can consider if specific strategies and motivators need to be set in place to boost performance.
  • How many calls did my sales reps make and receive last week? Track the number of calls made and received by each of your sales reps within a given time. Compare the productivity and performance of your sales reps for the current day/week/month/quarter to the previous time period. Tracking business calls is crucial as your business cannot generate revenue and increase profits if calls are not being made.
  • Which sales rep had the highest number of prospect and client-facing meetings last month? Find out how many meetings each of your sales reps has daily. Are your sales reps getting enough meetings booked and held? If not, dig in to understand why. With this data, you can then take a step further to measure the quality of these meetings and if they ultimately lead to leads moving down the sales funnel faster.
  • How many meetings have your team had with prospects this week? View the total number of meetings booked and held with your sales representatives within a specified time period. Monitor this data daily to ensure your sales reps are hitting and exceeding their targets. Take a step further to gauge if these meetings actually result in conversions or if your marketing team needs to do better in generating better-qualified leads.
  • How many emails did your sales team send and receive last week? See how many emails your sales representatives send, receive, and respond to daily, weekly, or monthly. By tracking this data, you’ll be able to identify which day(s) your team receives the most emails and if these emails actually help your prospects move to the next stage of the sales funnel.
  • Do my sales representatives take notes during a call? It is good practice for your sales representatives to take notes during calls as it helps retain information, enhances collaboration, and helps your team stay on top of deals. Bearing this in mind, use this dashboard to track the total number of notes taken by your sales team combined and by each of your sales reps.

Pull additional data using our deep integration with HubSpot.

What else can you track and visualize with our 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

In Databox, you can quickly visualize 100s of HubSpot metrics in various ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s HubSpot CRM integration.

HubSpot CRM HubSpot CRM metrics included in this template
  • Calls by Owner

    Number of Calls Logged, Overall, regardless of outcome during the specified Date Range split up by HubSpot Owner.

  • Meetings by Owner

    Number of Meetings Booked, Overall, regardless of outcome during the specified Date Range split up by up HubSpot Owner.

  • Notes

    Number of Notes Logged, Overall, regardless of outcome during the specified Date Range.

  • Notes by Owner

    Number of Notes Logged, Overall, regardless of outcome 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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