This guide walks you through the various options available when customizing HubSpot widgets.
With Geckoboard you can connect to multiple HubSpot accounts. To do this, open the Connection menu and click Add connection.
The metric picker allows you to select any of the HubSpot metrics Geckoboard supports.
Line charts, Column charts and Tables allow plotting a second metric on the same widget. To do this, click Add second metric.
The visualization picker allows you to choose between plotting your data as:
The options available depends on how you've configured your widget. See our guide to choosing the right visualization for your data.
If you want to group by a certain dimension you need to select a visualization that supports grouping:
Column chart (under Horizontal Axis)
Bar chart (Labels)
Table (Group by)
For example, you could try the Bar chart visualization configured to show Opportunities by Account name.
You could also try the Leaderboard visualization configured to show Closed won deals by Owner.
If you're creating a Line or Column chart and haven't chosen additional metrics to compare, you can Split by a chosen dimension.
The time picker allows you to select timeframe for your data. You can also create a Custom period from the bottom of the select menu.
Compare to previous period
If you're creating a Number or Line chart, you can compare to a previous period.
For example, you could try comparing Today to the Same day last week.
The Gauge visualization supports setting minimum and maximum values. If left blank, these values are automatically calculated.
Filters allow you to dial in to the exact value you care about. Filter options available include:
Is: show only those values that the data is
Is not: show only those values that the data is not
When filtering your HubSpot widgets by property (like Hubspot Team) you'll be prompted to enter the internal value for the property. To find an internal value for a property in HubSpot, see our article.
Set a goal
On the Number, Line, Column and Bar charts visualizations it's possible to show your progress towards a chosen target by setting a goal. For example, you could track your Closed won deals for the year to date.
Setting a Starting from value on Number visualizations also enables you to set more meaningful goals.
The Formatting menu allows you to overrule the automatically set number of decimal places used, or add additional information about the values on your widget. For more information, see our guide to using the data formatting options.