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HubSpot CRM Sales Manager Deals KPIs Dashboard Template

Template created by Databox Databox
The HubSpot Sales Manager KPIs Dashboard Template allows you to monitor your sales team’s output and outcomes including average deal size, the number of deals won, new deals created, amount closed, and 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 CRM Sales Manager Deals KPIs Dashboard Template:

By connecting your HubSpot account, you’ll be able to measure and report on the following:

  • What’s our average deal size? Track your average deal size month-over-month and forecast whether your current volume will allow you to hit your sales goals. Compare previous periods and track your team’s ability to close bigger deals.
  • How many open, closed, and lost deals did we see this month? Track the number of deals created by your sales team and their outcomes, including the number of deals closed, lost, and won so you can measure progress toward goals and prioritize support.
  • How much revenue can we expect to close from new deals created? Measure the potential revenue your sales team can close from newly created deals in a given time period. This is useful for forecasting and sustaining a healthy sales pipeline.
  • What’s our current progress toward our sales goals? Measure the number of closed won deals this month, or over previous time periods, and monitor whether you’re on track to hit your quarterly or even yearly sales goals.

Pull additional data using our deep integration with HubSpot CRM.

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 managing your sales pipeline, almost anything:

  • Emails logged
  • Calls and meetings
  • Deals created
  • Deals closed won and lost
  • Activity by sales rep
  • The conversion rate(s) throughout your marketing and sales funnel(s)
  • Customer interactions and behavior
  • Sales revenue, and more

There are many different metrics and metric combinations you can track using HubSpot 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.

Explore more HubSpot CRM dashboards.

HubSpot CRM HubSpot CRM metrics included in this template
  • Deals Closed Won Amount Goal

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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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