Build a crystal-clear HubSpot Sales Dashboard to streamline operations and empower your sales team.
Is your sales pipeline a mess? Are you constantly chasing down missing information and wondering where deals stand? Imagine a crystal-clear view of your sales process, highlighting exactly where attention is needed. Well, that's what you get with this hack.
Keep reading to find out how to craft a powerful HubSpot Sales Dashboard that empowers your team and streamlines operations.
Top tip: dress up your dashboard. Don't underestimate the power of a little visual appeal. Add a title and a clear explanation of the dashboard's purpose. You can even include images or videos to make it more engaging. A user-friendly interface makes all the difference in user adoption.
- Log in to HubSpot and navigate to the Dashboard section
- Identify the key reports needed (e.g., deals with no closed date, deals with no amount).
- Navigate to "Reports" and select "Create Report."
- Choose "Single Object Report" and select "Deals" as the object.
- Start with visualization:
- Select a relevant KPI (e.g., count of deals).
- Configure to show breakdown by user for accountability.
- Define filters to focus on specific data subsets (e.g., deals with no close date):
- Add filters like "Close Date is unknown."
- Apply filters to refine the report data.
- Save the report and add it to your existing dashboard
- Keep going with all the different reports you need, for example:
- Deals with no close date
- Deals with close date in the past
- Deals with no amount
- Deals with no activity for 7 days
- Deals with no next activity planned
And that's all there is to it! While including valuable information is key, information overload is a pitfall. Limit the number of reports on your dashboard to avoid overwhelming your team. Focus on the most critical KPIs (Key Performance Indicators) for optimal impact.
With this powerful dashboard in place, your sales team will have the information they need to close deals faster and with greater efficiency.