In this article, we'll show you how to display information from your HubSpot account on your Geckoboard dashboard.
The HubSpot data source has been designed for the HubSpot product. Adding this data to a dashboard allows you and your team to keep track of leads, see how your funnel looks and, above all, stay on track.
To connect your HubSpot data to Geckoboard, you must be on a Pro plan.
Important note
Our current HubSpot data source is marked beta. As this data source is currently being developed, you may see additions and improvements to it over time. If you discover any bugs, would like to share any feedback or feature requests, please email us at support@geckoboard.com.
Create a new HubSpot widget
To create a HubSpot widget, follow these steps:
- Hover your cursor over the empty dashboard square you would like to position your widget and click the + button.
Alternatively, click , located in the top right of your dashboard. - Search for HubSpot using the Search sources field.
Alternatively, you can also scroll down the alphabetical list of data sources until you reach the HubSpot data sources. - Click on the HubSpot data sources.
- Choose an option from the list of preset visualizations or select the option to from the bottom left of the list.
Note
Is this is your first HubSpot widget? You'll need to connect your HubSpot account to Geckoboard.
If not, you can skip to configuring your HubSpot Support widget.
Create a connection with HubSpot
To connect your HubSpot account with Geckoboard, follow these steps:
- Add a name for the connection. This will allow you to keep track of which account the connection uses or to distinguish between multiple connections.
- Click on the button.
Our HubSpot data source uses oAuth to connect to HubSpot, so if you're already logged into HubSpot on your browser, you will jump straight to the widget configuration screen after a few seconds.
If you're not logged in to HubSpot, a popup window will appear and allow you to log in for account authorization. - You're now ready to configure your first HubSpot widget!
- You're now ready to configure your first HubSpot Support widget!
Creating multiple HubSpot connections
You may need to create HubSpot widgets using a different account to the one you used to create your first HubSpot widget.
Example
If you want to create a dashboard for the sales teams of both mycompany and yourcompany, you would need to connect separately to these accounts within Geckoboard.
In these cases, you can follow the instructions below to connect a different account or select it for the widget you're creating:
- Make sure that you are logged in to the correct HubSpot account elsewhere in the browser or logged out of HubSpot completely.
- Hover your cursor over the empty dashboard square you would like to position your widget and click the + button.
Alternatively, click , located in the top right of your dashboard. - Search for HubSpot using the Search sources field.
Alternatively, you can also scroll down the alphabetical list of data sources until you reach the HubSpot data source. - Click on the HubSpot data source.
- Choose an option from the list of preset visualizations or select the option to from the bottom left of the list.
- You will jump straight to editing your new widget on your dashboard.
- Click the Account name in widget configuration menu.
- Select the connection you need or click on the Add connection option to make a new connection
- Add a name for the connection. This will allow you to keep track of which account the connection uses or to distinguish between multiple connections.
- Click on the button.
If you're already logged into HubSpot on your browser, you will jump straight to the widget configuration screen after a few seconds.
If you're not logged in to HubSpot, a popup window will appear and allow you to log in for account authorization.
Build your own HubSpot widget
The widget configuration screen enables you to select the metrics you want to show, as well as choosing the visualization you'd like to use and adding any filters to the data.
Your widget will update on your dashboard as you create it. This will use real data from your HubSpot account.
Each time you make a change you'll see a thin green progress bar at the top of the widget to indicate whether we're still collecting this data.
To configure your HubSpot widget, follow these steps:
- Use the dropdown menu to select the Metric you'd like to display.
- For some metrics, we'll need more information on how you would like the metric to be presented. In these cases, an additional dropdown will appear to the left of the metric name and you can select the value you're looking for.
- If you're creating a line or column chart, you may wish to compare more than one metric within the same chart. You can choose + Add second metric... from the dropdown Metric menu to select extra metrics to visualize. Once this has been done you can use the button below the dropdown menu to add more metrics.
Tip
It is possible to compare up to 9 different metrics with a line chart and up to 3 different metrics with a column chart. You can also delete any metrics that you do not wish to include by clicking on the X to the right of the metric name.
Note
It is only possible for us to compare metrics which are measuring the same type of value. It is not possible to compare a percentage with a duration on the same chart, for example.
- Select the visualization you want to use from the options below the metrics.
Not all visualizations are appropriate for all metrics and we will only show the visualizations that will be able to provide data for your chosen metric(s).
Tip
Using appropriate visualizations can make a world of difference while consuming your dashboards and can help inspire action. We’ve created this handy flowchart which makes it easy to identify the best visualization for the metric you're looking to display.
- Select a Time value that you'd like to see data for.
You can choose to track the Past 7, 14, 28, 30, or 90 days. You can also show the calendar day (Today) and This Week, Month, Quarter, or Year in progress. It's also possible to use a Custom timeframe.
Note
We always count the week as beginning on a Monday in this HubSpot data source.
- If you are using a line chart or number widget, you may want to show a comparison to the same metric over the previous time period.
Important note
A number widget can have either a comparison or a goal but not both. If you add a goal, the comparison will no longer be visible.
- You may need to Group your data by a particular value in order to create a table, set Labels to create a bar chart or leaderboard, or set Horizontal Axis to create a line chart or column chart. For example, it's possible to see your deals calculated by stage, as well as showing them by time.
- If you're creating a line or column chart, and haven't chosen additional metrics to compare, you may want to split the data, for example to show performance for particular cities within the same chart.
Tip
It is only possible to use the Split by option when looking at a single metric.
Warning
As with additional metrics, the maximum number of columns available is 3 and the maximum number of line chart series is 9. If more than this is available, you will not see all of the available data.
- Add any optional Filters to refine this data and click on the button.
When adding filters, you'll be taken to a new menu and can choose a filter from the dropdown options and a value that you'd like this filter to match. Most filters allow you to select that it is or is not a specific value or that the filtered option has any value or has no value.
It is possible to assign multiple values to the same filter but not to use the same filter more than once within the same widget. You could see the same data by filtering to show only those values that the data is or to show only those values that the data is not but you could not choose both of these options.
Example
If you'd like to see only data for specific countries, you could apply the filter Country is and type in the countries you want to see data for
- If necessary, enable the Set a goal option to fill in your goal value. You can also specify whether it's a Less than or More than goal. If the metric is a duration, you'll need to complete the goal in days, hours and minutes in the separate boxes for each.
Warning
If you are using a number widget with a comparison, this will be disabled when you add the goal. It is not possible to show both a comparison and a goal within a number widget.
- You can use the Formatting option to change the number of decimal places used or add additional information about the values being displayed. Instructions for this are available here.
Presets for HubSpot widgets
Deals
Deals by stage
Created deals
Past 30 days
Value of deals by stage
Value of created deals
Past 30 days
Created deals by deal type
Created deals
Past 7 days
Created deals overview
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Value of new deals created
Value of created deals
Past 7 days
Value of 'New Business' deals
Created deals
Past 7 days
Value of open deals by owner
Value of created deals
Past 7 days
Value of deals by pipeline
Value of created deals
Past 7 days
Average deal size
Average value of created deals
Past 30 days
Deal of the month
Maximum value of closed won deals
This month
Deals won vs lost
Closed won deals
Closed lost deals
Past 14 days
Value of closed won by owner
Value of closed won deals
Past 7 days
Closed lost by reason
Closed deals
Past 7 days
Closed deals by source
Closed deals
Past 14 days
Revenue closed this month
Value of closed won deals
This month
Expected revenue this month
Value of all deals
This month
Deals to close this month
All deals
-
Median value of closed won deals
Median value of closed won deals
Past 14 days
Win rate by deal owner
Win rate
Past 14 days
Contacts
New contacts by source
Created contacts
Past 7 days
New contacts by first page seen
Created contacts
Past 7 days
Number of lead captures
Created contacts
Past 7 days
Recently assigned contacts
Assigned contacts
Past 7 days
New leads
Created contacts
Past 7 days
Value of new leads
Value of created contacts
Past 7 days
New MQLs
Created contacts
Past 7 days
MQLs by source
Created contacts
Past 7 days
New SQLs
Created contacts
Past 7 days
New opportunities
Created contacts
Past 7 days
Companies
Recently closed companies
Created companies list
Past 14 days
Feed
Created companies by country / region
Created companies
Past 7 days
Tip
If you're not sure which metrics to track, you might be interested in our SaaS Metrics Generator, which can help you find the right metrics and learn more about them.
HubSpot widgets refresh rate
Visualizations powered by the HubSpot data source refresh every 10 minutes.
