Hubspot Sales Rep Performance Dashboard Template

Template created by Unbound Growth Unbound Growth
Use this free dashboard template to track your Sales Reps’ actual performance against their personalized goals. Get a holistic view of all activities and tasks carried out by each sales representative to ensure your team members are hitting their goals.

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.

Get this dashboard for free

What you’ll learn from this Hubspot Sales Rep Performance Dashboard Template:

Connect your HubSpot CRM account and learn:

  • Are my sales reps hitting their weekly targets/goals? Closely monitor your sales rep performance against their weekly set goals. Track how many emails your sales reps have sent from the beginning of the week till date, how many meetings they’ve had, and see how much progress they’ve made in closing sales deals and how many deals they lost.
  • How many calls does my sales rep make every week? See how many opportunities were successfully closed and won by your sales rep in a given week. Measure and analyze their actual results against their set goals for closed-won deals. This is important to know as it lets you know if your sales strategy is effective or not.
  • How many emails are my sales reps sending out this week? Monitor your sales reps’ progress towards achieving their email outreach goal. See how many emails have actually gone out since the beginning of the week to date. Are they on track to hit their goal? Based on this information, you can initiate activities to boost their productivity.
  • How many deals were closed this week? See how many opportunities were successfully closed and won by your sales rep in a given week. Measure and analyze their actual results against their set goals for closed-won deals. This is important to know as it lets you know if your sales strategy is effective or not.
  • How do I keep track of our won and lost deals? View how many deals have been won and lost by your sales reps from the beginning of the week till date. Keep an eye on these numbers to help you assess and manage the health of your sales pipeline and the effectiveness of your sales strategy.
  • How much are my closed deals worth? See the total amount of money your sales rep generated from all closed-won deals in a week. Use this data to determine how many more deals need to be closed for your sales rep to hit their weekly target.

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, 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 Databox’s HubSpot integration.

HubSpot CRM HubSpot CRM metrics included in this template
  • Calls by Owner

    Number of Calls Logged, Overall, regardless of outcome, split up by HubSpot Owner.

  • Goal

  • Closed Won Amount by Owner

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

  • Closed Won Amount by Hubspot Owner Goal

  • Closed Lost by Owner

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

  • Closed Lost by Hubspot Owner Goal

  • Closed Won by Owner

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

  • Closed Won by Hubspot Owner Goal

  • Emails logged by Owner

    Number of Emails Logged, Overall, regardless of outcome, split up by HubSpot Owner.

  • Emails by Assignee Goal

  • Meetings by Owner

    Number of Meetings Logged, Overall, regardless of outcome, split up by up HubSpot Owner.

  • Meetings by Assignee Goal

  • Notes by Owner

    Number of Notes Logged, Overall, regardless of outcome, split up by HubSpot Owner.

  • Goal

  • Tasks Completed by Owner

    Number of Completed Tasks during the specified Date Range split up by HubSpot Owner.

  • Tasks by Assignee Goal

Customize dashboard
Explore all of Databox’s functionalities:

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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