Basic HubSpot Marketing Funnel

Template created by Grou Grou
Download this dashboard template to get a holistic view of your marketing funnel and a detailed analysis of what happens at each stage of the funnel daily.

Uses one-click integrations:

  • HubSpot Marketing HubSpot Marketing

If you don’t use HubSpot Marketing, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this Basic HubSpot Marketing Funnel Dashboard template

Connect your HubSpot Marketing account and learn:

  • How do I monitor how prospects move through the funnel? See how many prospective customers were generated by your marketing team. Visually monitor how these prospects move through the different stages of the pipeline and their recorded conversion rates from visitors to contacts to sales opportunities and ultimately into customers.
  • How many new contacts have we made this month? See the total number of contacts in your pipeline at any given time. View how many of those contacts are new with no corresponding deals.
  • How do I track my Marketing Qualified Leads? See how many qualified leads in your pipeline have expressed interest in your product or service but still need to undergo further nurturing in order for them to become “sales-ready.” Track how many contacts convert to MQLS daily.
  • How do I track my Sales Qualified Leads? See how many qualified leads in your pipeline have expressed sufficient interest in your product or service, have been scored based on set criteria, and are ready to talk to your sales team.
  • How many opportunities do I have in the pipeline? See how many prospective deals are in your pipeline at any given time. The more opportunities you have, the higher the likelihood of you meeting and exceeding your revenue targets.

Pull additional data using our deep integration with HubSpot Marketing

What else can you track and visualize with our deep integration with HubSpot Marketing? When it comes to traffic and conversions, almost anything:

    • Website traffic and conversions
    • Traffic and lead demographics
    • Landing page performance
    • The conversion rate(s) throughout your marketing and sales funnel(s)
    • Track and compare the efficiency of your marketing campaigns
    • Monitor campaign improvements and growth over time

There are many, many different metrics and metric combinations you can track using HubSpot Marketing. With 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 Marketing integration.

HubSpot Marketing HubSpot Marketing metrics included in this template
  • New Contacts (w/o Offline Source)

    New Contacts Created during the specified Date Range (does not include Offline Source).

  • Contacts Goal

  • New Customers (w/o Offline Source)

    New Customers Created during the specified Date Range (does not include Offline Source).

  • New MQLs

    New MQLs Created during the specified Date Range (include Offline Source).

  • New MQLs (w/o Offline Source)

    New MQLs Created during the specified Date Range (does not include Offline Source).

  • New SQLs

    New SQLs Created during the specified Date Range (include Offline Source).

  • New SQLs (w/o Offline Source)

    New SQLs Created during the specified Date Range (does not include Offline Source).

  • Sessions

    Number of times the Site was Visited during the specified Date Range.

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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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