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HubSpot Reporting: How to Build a Company Update Dashboard

Build a HubSpot dashboard with key reports to give your whole company a visual overview of performance.

This guide will walk you through creating a comprehensive dashboard in HubSpot that displays all the key company figures for your entire team, fostering transparency and remote-work visibility.

Benefits of a company-wide dashboard:

  • Real-time visibility: Monitor progress and keep everyone informed with a live dashboard.
  • Remote-rriendly: Allow remote workers to stay connected and informed of company performance.
  • Actionable insights: Identify areas for improvement based on data visualisation.

Building your dashboard:

HubSpot offers pre-built reports that make creating your dashboard a breeze. Here's a breakdown of key reports to include:

  1. Overall performance:

    • Use a gauge report to showcase "Closed Won Deals" against a target (e.g., monthly revenue target).
    • Customise the gauge with colour bands and reference lines for previous year's performance.
  2. Employee satisfaction:

    • Leverage HubSpot's employee satisfaction surveys to populate reports.
    • Filter by specific questions and visualise results using charts like pie charts or line graphs.
  3. Customer Satisfaction (CSAT):

    • Similar to employee satisfaction, use survey data to represent CSAT scores visually.
    • Experiment with different visualisations to enhance data clarity.
  4. Financial updates:

    • Create a report on "Deals" to track progress against monthly forecasts.
    • Display the data in a table format with clear filters.
  5. New Deals:

    • Use a report on "Deals" to showcase new deals created within a specific timeframe (e.g., current month).
    • Filter based on deal stages ("New" or "Open") within a chosen pipeline.
  6. Marketing performance:

    • Include key marketing metrics like MQLs (Marketing Qualified Leads).
    • Consider adding filters by source to see where leads originate (e.g., website forms, social media).

By incorporating these reports into your dashboard, you create a valuable tool for fostering transparency, data-driven decision making, and a strong sense of team unity, regardless of location. Remember, the key is to keep the data visual and easy to digest for all users