HubSpot Mktg & CRM System Health Dashboard

This SLA-inspired template will give you an overall snapshot of team performance for Sales & Marketing. Track lifecycle stage conversion rates along with Marketing & Sales team activities within the HubSpot Marketing & HubSpot CRM systems.

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Used one-click connectors:

  • HubSpot Marketing HubSpot Marketing
  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot Marketing or HubSpot CRM, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Measure the effectiveness of your Service Level Agreement

  • Monitor conversion of leads to MQLs & SQLs versus your goal
  • Measure your Sales performance through deals created, closed won, and average time to close.
  • Identify, at a glance, which areas need improvement if you are falling short on your goals.
    • Example: if conversions to MQLs are down for the month, you can see if Marketing is performing according to your SLA by looking at blogs published, emails sent, and emails clicked.

Key Metrics

  • Blogs Published, Blog Subscribers
  • Emails Created, Emails Sent, Emails Clicked
  • Page CTA Views, Page CTA Clicks
  • Deals Created, Deals Closed Won, Average Close Time
  • MQLs, SQLs
  • Calls, Emails Logged, Tasks Completed, Notes, Meetings