Marketing & Sales Overview

Databox by Databox

Marketing & Sales dashboard template uses the Hubspot Marketing and Hubspot CRM products to give you a full view of both the top and bottom of your funnel.

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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).

What does your sales funnel look like?

Instant snapshot of dealflow and progress towards monthly sales goals

  • Get a live funnel with Visitors, Contacts, Opportunities and Deals
  • See where you are losing contacts in your funnel
  • Compare this month’s activity to last month
  • Ensure you are generating enough opportunities for the sales team
  • See progress towards monthly sales goals

Key Metrics

  • Leads Per Day
  • Opportunities Per Day
  • Conversion Rate Through Funnel
  • Top of Funnel Additions
  • Top Sources of Traffic
  • Deals this Month