The HubSpot data source allows you to broadcast KPIs and leaderboards so your sales team can monitor their metrics in real time, keeping them motivated and in sync. In this guide, we'll show you how to build an effective HubSpot dashboard to help you monitor your sales pipelines, track activities, visualize deals performance, sales goals, lead creation, and more.
We'll also cover more advanced features that allow you to drill down into your HubSpot metrics, highlight and set alerts if metrics are performing above or below expectations, and, of course, share your HubSpot dashboards to keep your team informed.
Get connected
To begin, we’ll start by connecting HubSpot to import your data with these steps:
Click the + Add widget button on your dashboard.
Search for HubSpot and select it.
Choose the Start from scratch option or select a pre-built widget.
Follow the prompts to create the connection and begin importing your data.
Once connected, we'll begin importing the past 90 days of data. Depending on the volume of data in your account, the initial import process may take some time to complete.
Customize your widgets
With your data source connected, you can start configuring your widgets:
Hover over the top right of your widget, click the ellipsis, then click Edit.
In the panel that opens, make any necessary changes to the configuration options:
Display field to pick a metric
Choose a pipeline
Change visualization
Adjust time period
Add a comparison
Add filters to refine the scope of your data
Split data by different dimensions when available
Show a target value on your visualization
Fine-tune number formatting
Add a title to the top of your widget.
Click Save to add the widget to your dashboard.
Expand your dashboard
Duplicate widgets to quickly build more
Now that your first widget is built, continue adding more widgets for the same data source easily with the Duplicate feature:
Hover over the top right of an existing widget, click the ellipsis, then click Duplicate.
On the new copy that appears, hover over the top right of your widget, click the ellipsis, then click Edit.
Make any necessary changes to the configuration.
Click Save to add the widget to your dashboard.
Arrange the layout of your widgets
To change the layout of widgets on the dashboard, we can move and resize widgets or group them together to make the relationship between data clearer. For instance, we can create a group of widgets specific for satisfaction metrics using the widgets built earlier with these steps:
Move widgets with drag-and-drop; a box will appear indicating where you can drop the widget.
Resize widgets by hovering, then clicking and dragging one of the sides to change the height or width.
Group widgets by dragging and dropping a widget onto another to create a group.
Learn more about designing your dashboard layout.
Explore advanced features
Set goals to track progress
If you have a clear target, you will likely want to track progress toward that value. Configure goals on your number visualization to show a progress bar and percentage of completion as you work toward the target value.
Create visual alerts and receive notifications when changes occur
Status indicators are a great way to call attention to a specific metric when it’s performing above or below expectations.
Taking this one step further, you can also set up KPI notifications and be alerted in Slack when your metric hits your warning or success value.
Compare metrics on the same visualization
The Compare metric feature allows you to add multiple metrics to a single chart to showcase the relationship between metrics and surface trends.
Compare against data from previous periods
On the Number and Line chart visualizations in HubSpot, you can compare the current period to the previous period and display the change as an exact value or percentage. This may be useful if you want to compare Today vs the Same day last week or Yesterday.
Bucket your data with Split by
With the Split by functionality on line and column charts, you can break data out into groups of your choice. This could be useful if you have multiple teams and want to segment data by team to better understand their performance.
Use the Interactive view to investigate the data behind your widgets
Drill down and access the source data using Interactive view to see what’s driving your metrics. Quickly review the root cause behind changes in your data so you can take action.
Next steps
Invite users to build or view dashboards.
Share your dashboard with Share links, Snapshots for Slack, or email.
Use Send to TV to pair a display to Geckoboard and showcase your dashboard.