HubSpot CRM Sales Funnel Overview Dashboard Template

Template created by IMPACT IMPACT
Use this free dashboard template to track the overall health of your sales organization. Quickly measure your sales pipeline, revenue in the funnel, deals won vs. lost, your top sales performers, 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 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this HubSpot CRM Sales Funnel Overview Dashboard Template

Connect your HubSpot CRM account and learn:

  • What are the conversion rates throughout our sales pipeline? See how deals progress in your sales pipeline and the dollar amount currently associated with each stage. Compare your current pipeline to month’s past to see where you’ve improved and where the potential opportunities for removing bottlenecks are.
  • How much revenue is currently in our sales funnel? Easily track the amount of revenue currently in your sales funnel. Use this information to more accurately forecast your sales numbers at the end of the week, month, and quarter. Make adjustments to your sales strategy when it matters most.
  • Who are our top sales performers? Get a quick look at your top sales performers in any given month by the number of deals and revenue they’ve closed. Use this information to prioritize your support and ensure growth and productivity is increasing across the board.
  • How many new deals did our sales team create this month? See how many new deals are created by your sales team and how much in revenue these new deals are worth. Compare the number of new deals created in the current month to deals created in the previous month and track overall growth and make adjustments when needed.
  • How many deals have we closed won (and lost) this month? Track deals closed won vs. lost (as well as open deals) in any given time period and better understand the overall effectiveness of your sales team and approach. Use this information to make adjustments to your sales process.

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 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

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

HubSpot CRM HubSpot CRM metrics included in this template
  • Average Time to Close Deal

    Average amount of Time it takes to Close a Deal during the specified Date Range.

  • All deals

    Number of Deals (Open and Closed) during the specified Date Range.

  • Companies

    Number of Companies Created during the specified Date Range.

  • Deals Created

    Number of Deals Created during the specified Date Range.

  • Open Deals Amount by Stage by Pipeline

    Total Amount of Open Deals by Stage by Pipeline. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from the initial connection.

  • Deals Closed Lost

    Number of Deals Closed Lost during the specified Date Range.

  • Open (unclosed) Deals

    Number of Unclosed Deals during specifed Date Range.

  • Deals Closed Won

    Number of Deals Closed Won during the specified Date Range.

  • Deals Closed Won Amount

    Revenue from Deals Closed Won during the specified Date Range.

  • Closed Won Amount by Owner

    Closed Won Deal Revenue Amount by specified HubSpot Owner during the specified Date Range.

  • Closed Won by Owner

    Number of Deals Closed Won by specified HubSpot Owner during the specified Date Range.

  • Closed Won Deals by Deal Name

    Total number of Closed Won Deals split up by Deal Name. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from the initial connection.

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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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