Creating HubSpot widgets

This guide walks you through the various options available when configuring a HubSpot widget.Geckoboard dashboard widget config for Hubspot

Account

With Geckoboard you can connect to multiple HubSpot accounts. To do this, open the Connection menu and click Add connection.

Metric

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.

Visualization picker

The visualization picker allows you to choose between plotting your data as:

  • Number
  • Line chart
  • Column chart
  • Bar chart
  • Leaderboard
  • Table

The options available depends on how you've configured your widget. See our guide to choosing the right visualization for your data.

Grouping

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)
  • Leaderboard (Labels)
  • Table (Group by)

For example, you could try the Bar chart visualization configured to show Opportunities by Account name. Leaderboard showing Hubspot sales data in Geckoboard

You could also try the Leaderboard visualization configured to show Closed won deals by Owner. Leaderboard showing Hubspot sales data in Geckoboard

Split by

If you're creating a Line or Column chart and haven't chosen additional metrics to compare, you can Split by a chosen dimension.

Time

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.Comparing today's data to the same day last week

Min/Max values

The Gauge visualization supports setting minimum and maximum values. If left blank, these values are automatically calculated.

Filter results

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.example of a Hubspot metric with a set goal in Geckoboard

Setting a Starting from value on Number visualizations also enables you to set more meaningful goals.

Formatting

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.

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