HubSpot dashboards are one of the most powerful tools available to sales teams, providing a comprehensive, customizable view of your most important metrics and data. But beyond simply tracking numbers, dashboards in HubSpot can be used creatively to improve productivity, streamline workflows, and ultimately drive better sales performance. If you’re not already using your HubSpot dashboards to their full potential, you’re missing out on a tool that can truly transform your team’s approach to sales and management.
What is a Sales Dashboard?
A sales dashboard is an essential tool that compiles critical data into easy-to-read visuals—think graphs, charts, and reports that provide insights at a glance. For a sales team, dashboards can be used to track various metrics, including individual sales rep performance, pipeline activity, and progress toward goals. By using dashboards effectively, sales teams can easily identify strengths and areas for improvement, track important KPIs, and make data-driven decisions without digging through endless reports.
Why do you need a sales dashboard? In short, it’s all about visibility and control. Without a dashboard, it’s easy to miss key trends, lose sight of essential tasks, or lack alignment across the team. Dashboards ensure that everyone stays on track and can monitor performance in real time, making it easier to manage progress, hit targets, and achieve overall business goals.
We’ll explore some of the most effective and creative ways to use HubSpot dashboards to improve sales performance and enhance your team’s daily workflow. But before we dive into the creative ideas, let’s review some best practices for setting up your dashboards.
Best Practices for HubSpot Dashboards
When setting up dashboards in HubSpot, there are a few things to keep in mind that will ensure you’re maximizing their potential:
Start with Pre-made Reports: HubSpot’s reporting library includes a variety of pre-made reports for sales, marketing, and website metrics. These pre-made reports are a great starting point and can easily be customized to meet your team’s needs. Whether you’re looking to track sales activity, meetings booked, or deals closed, HubSpot has a wealth of pre-made reports to help you get started quickly.
Tell a Story with Your Data: Dashboards should tell a story about your team’s progress. Organize your dashboard in a way that flows logically—perhaps starting with high-level yearly goals and then drilling down into quarterly, monthly, and weekly insights. This structure makes the data more digestible and helps you identify trends over time.
Don’t Overload the Dashboard: Clarity is the key to an effective dashboard. Too many graphs, charts, and metrics can quickly overwhelm your team. Focus on the most critical data points—what will help your team move the needle and stay on track with their goals. Avoid clutter and ensure that the most relevant information is easily accessible.
Use Integrations for Enhanced Functionality: HubSpot allows you to integrate external tools such as Google Sheets, YouTube, Google Slides, and more into your dashboards. Leverage these integrations to display live, interactive charts or tutorial videos alongside your HubSpot reports. This can enhance the user experience and keep everything you need in one place.
Sales Dashboard Examples
1. Individual Sales Rep Dashboards
One of the most powerful ways to use HubSpot dashboards is by creating personalized dashboards for each sales rep. This allows them to track their performance, compare their activity to their goals, and stay motivated with real-time insights into their progress. By tailoring a dashboard to the individual, you empower your team to take ownership of their performance and provide them with the tools they need to succeed.
On a sales rep’s dashboard, you can include metrics like:
- Meetings booked
- Calls made
- Emails sent
- Deals in progress
- Sales quota and goal tracking
Each rep can see their own performance metrics in relation to their goals, giving them a visual way to gauge success and identify areas for improvement.
2. Sales Manager Dashboards
While individual dashboards are critical for sales reps, sales managers need a high-level view of their entire team’s performance. A sales manager’s dashboard provides insight into how each rep is performing, how deals are progressing, and where bottlenecks may exist in the sales pipeline. These dashboards allow managers to stay on top of their team’s performance and identify areas that need attention or additional support.
In a sales manager’s dashboard, you’ll want to include:
- Team-wide goals and performance
- Deal pipeline status
- Lead-to-deal conversion rates
- Team productivity insights
This dashboard allows sales managers to quickly identify areas for support and ensure that everyone is on track to meet their targets.
4. The “Don’t Be On It” Dashboard
Inspired by a concept from BabelQuest, the “Don’t Be On It” dashboard is designed to help your team stay focused on what matters most. This dashboard shows overdue tasks, pending follow-ups, and any deals that need immediate attention. By visualizing these “red flags,” the goal is to prevent important tasks from falling through the cracks and to keep your team on top of what’s urgent.
This dashboard typically includes:
- Open deals with no activity in the last week
- Open deals with close dates that are in the past
- Deals with an unknown deal amount
The “Don’t Be On It” dashboard highlights items that need attention before they become problems. It ensures your team stays proactive rather than reactive.
5. HubSpot Learning Center Dashboards
Sometimes, the best way to help your team succeed is to give them the resources they need—right in front of them. HubSpot allows you to create a learning center dashboard where you can embed training resources like knowledge articles, tutorial videos, and best practice guides directly within the platform. This gives your sales reps easy access to all the information they need to learn, grow, and solve problems without leaving the platform.
On a learning center dashboard, you could include:
- Links to knowledge articles and help guides
- Embedded YouTube tutorials
- Links to internal documents or training materials
- Videos on HubSpot features or sales strategies
This is a great way to make learning resources more accessible and reduce friction, especially if your team needs to troubleshoot or learn on the fly.
Unlock the Full Potential of HubSpot Dashboards
HubSpot dashboards can be game-changers for sales teams. They allow them to monitor performance, stay on track, and easily access the insights they need to succeed. By thinking outside the box and creating customized dashboards that fit your team’s specific needs, you can drive productivity, improve sales, and provide the clarity your team needs to make informed decisions.
At Holland Adhaus, we can help you set up customized dashboards in HubSpot to optimize your sales performance. Whether you need a dashboard for your reps or a manager’s overview, we’re here to help you make the most of HubSpot’s powerful reporting features.
Sarah Ganote
HubSpot Specialist, Holland Adhaus
Empowering Your Business with HubSpot Mastery and Marketing Finesse!
