11 HubSpot Dashboard Examples Every Company Should Use

We live in a data-driven world, and businesses thrive on insights. However, with information coming from various channels, it can be overwhelming to identify what matters the most. This is where HubSpot dashboards come in. They offer a visual command center to transform your data into actionable intelligence.

HubSpot dashboards allow you to create customized reports that consolidate key metrics (KPIs) from across your marketing and sales funnels. Imagine having a real-time snapshot of your website traffic, lead generation, deal flow, and customer satisfaction - all on a single screen. The beauty of HubSpot dashboards lies in their customization, You can create dashboards specifically designed to address different aspects of your business. Through tailoring dashboards for different teams and objectives, you ensure that everyone has the information they need to perform their best and contribute to overall business success.

This blog will discuss 11 powerful HubSpot dashboard examples that every company, regardless of size or industry should use to gain a competitive edge.

1. Sales Performance Dashboard

A well-crafted HubSpot sales performance dashboard provides a centralized hub to track sales activities and identify areas for improvement. This dashboard empowers you to keep a watchful eye on your sales team’s progress and ensure that they stay on track to achieve the required goals.

A sales performance dashboard offers several benefits like enhanced sales team productivity by providing real-time insights into individual and team performance. Moreover, it provides accurate deal forecasts which helps in better resource allocation and informed decision making. Proactive identification of potential roadblocks in the sales pipeline allows for timely corrective actions to ensure deals stay on track. Additionally, Sales managers can leverage dashboard insights to provide targeted coaching and support to reps who need it most.

Key Metrics

• Deal Forecast: A visual representation of the projected value of deals expected to close within a specific timeframe (e.g., quarter, year). This allows you to predict future revenue and make informed decisions about resource allocation.

• Sales Pipeline: Gain a clear picture of the health of your sales pipeline. Track the number and value of deals at each stage (e.g., Prospecting, Qualification) to identify potential bottlenecks and opportunities for acceleration.

• Closed Deals vs. Goals: Monitor your team's progress towards their sales quotas.

• New Leads: Track the inflow of new leads generated through various channels (e.g., website forms, and marketing campaigns).

2. Activity Dashboard

Sales success hinges not just on closing deals, but also on consistent and effective outreach efforts.  An activity dashboard built within HubSpot helps you to monitor the hustle of your sales team and identify the habits of your top performers. This dashboard goes beyond results to provide insights into the activities that drive sales success.

An activity dashboard allows you to identify sales stars, pinpoint gaps, evaluate outreach strategies, optimize workflows, and boost sales team motivation.

Key Metrics

• Calls Made: Track the number of calls each salesperson makes to gauge their prospecting efforts and identify opportunities for increased outreach.
  

• Emails Sent: Monitor the volume of emails sent by your team. Analyze email engagement metrics (e.g., open rates, click-through rates) to assess the effectiveness of your email communication.

• Meetings Scheduled: Track the number of meetings scheduled by your sales reps. This metric reflects their ability to convert leads into qualified sales opportunities.

• Demos Conducted: Monitor the number of product demos conducted. Observe conversion rates from demos to closed deals to identify which reps excel at product presentations.

3. Customer Success Dashboard

Retaining happy customers is the lifeblood of any business. A customer success dashboard lets you get insights into customer sentiment and helps you identify areas to strengthen your customer experience (CX). This dashboard empowers you to monitor key customer health metrics and proactively address any potential issues that could lead to churn.

A customer success dashboard offers proactive customer retention, improved customer experience, increased customer lifetime value, and data-driven customer success strategies.

Key Metrics

• Net Promoter Score (NPS): This industry-standard benchmark measures customer loyalty on a scale of 0-10.

• Customer Churn Rate: Track the percentage of customers who discontinue your service within a specific timeframe (e.g., monthly, annually). A high churn rate indicates a need to identify and address factors leading to customer dissatisfaction.
  

• Customer Satisfaction (CSAT) Scores: Monitor customer feedback collected through surveys or support tickets to gauge their overall satisfaction with your product or service.

• Renewal Rates: Track the percentage of customers who renew their subscriptions or contracts. High renewal rates indicate customer satisfaction and loyalty.

4. SaaS Reporting Dashboard

For success in a SaaS business, it is crucial to have a clear view of subscription metrics. HubSpot SaaS reporting dashboard gives you a centralized hub to track key performance indicators (KPIs) specific to your subscription-based model.

With the help of a SaaS reporting dashboard, you can monitor the health of your business and make data-driven decisions to optimize your SaaS offering. Accurate MRR projections allow you to plan your finances better and allocate your resources accordingly. Other benefits include the ability to identify customer acquisition bottlenecks, reduce customer churn, and optimize the long-term value of your customer base.

Key Metrics

• Monthly Recurring Revenue (MRR): MRR reflects the predictable revenue generated each month from ongoing subscriptions.

• Customer Acquisition Cost (CAC): The cost associated with acquiring a new customer.

• Customer Lifetime Value (CLTV): The total revenue a customer is expected to generate over their entire relationship with your business.

• Churn Rate: The percentage of customers who cancel their subscription within a specific timeframe.

5. Marketing Analytics Dashboard

Using a HubSpot marketing analytics dashboard offers a detailed view of your marketing activities and lets you measure their effectiveness. It also allows you to optimize campaigns for better return on investment (ROI).  You can identify what is working and what is not. This helps you make better decisions and improve marketing performance.

Key Metrics

• Website Traffic Sources: Understand where your website traffic is coming from (e.g., organic search, paid advertising).

• Email Campaign Performance: Track key metrics like open rates, click-through rates, and conversion rates for your email marketing campaigns.
  

• Social Media Engagement: Monitor metrics like likes, shares, comments, and follower growth on your social media platforms.

• Conversion Rates: Track the percentage of visitors who take a desired action on your website (e.g., sign up for a free trial, download a white paper, make a purchase).

6. Customer Service Dashboard

For any business, the customer is the main deal. Use HubSpot customer service dashboard to ensure your customer service team consistently delivers a delightful experience. This dashboard equips you to proactively address customer concerns and cultivate a loyal customer base.

A customer service dashboard helps identify and address recurring customer issues to prevent further frustration, thus, improving overall satisfaction. It allows you to streamline the support process, identify common customer issues through ticket analysis, track individual agent performance, and reduce customer churn.

Key Metrics

• Ticket Volume: Track the number of customer support tickets received through various channels (e.g., email, phone calls, live chat).

• Resolution Time: Monitor the average time it takes to resolve customer support tickets. Focus on reducing resolution times to minimize customer frustration and improve overall satisfaction.

• Customer Satisfaction Scores: Track customer feedback collected through surveys or ticket interactions to gauge their satisfaction with the support experience.
  

7. Lead Generation Dashboard

Track the effectiveness of your lead generation efforts and identify the best sources of high-quality leads with the HubSpot lead generation dashboard. It allows you to measure the ROI of your lead generation activities and ensure a consistent flow of qualified leads into your sales funnel. Moreover, you can move beyond assumptions and base your lead-generation strategies on concrete data. You can also optimize lead capture form, segment leads based on their source and demographics, and improve sales funnel efficiency, and ideal customer profile (ICP).

Key Metrics

• New Leads: Track the total number of new leads generated across all your marketing channels (e.g., website forms, landing pages, social media campaigns, email marketing).

• Lead Sources: Identify the specific channels that are generating the most leads in order to focus your resources on the most effective channels and optimize campaigns for higher lead volume.

• Conversion Rate: Track the percentage of visitors to your website who convert into leads by taking a desired action (e.g., filling out a form, or downloading an e-book).

8. Productivity Dashboard

Maximizing team productivity is important for success. Through the HubSpot productivity dashboard, you can get a clear picture of individual and team activity levels. You can use it to identify areas where tasks get stuck, track individual task completion rates, celebrate high achieves, and identify opportunities for skill development.

Key Metrics

• Tasks Completed: Track the total number of tasks completed by team members within a specific timeframe (e.g., day, week, month).

• Efficiency Rates: Calculate efficiency metrics based on a combination of tasks completed and time spent to identify individuals or teams who consistently deliver results within an expected timeframe.

9. E-commerce Performance Dashboard

An e-commerce performance dashboard equips you with the insights you need to track online sales performance and improve your customer journey for increased revenue. You can gain a holistic view of the health of your online store and measure the effectiveness of your sales strategies. Furthermore, you can track sales data alongside inventory levels to improve stock management.

Key Metrics

• Online Sales: Track your total online sales revenue over a specific timeframe (e.g., day, week, month).

• Cart Abandonment Rate: Monitor the percentage of visitors who add items to their cart but fail to complete the purchase to identify potential roadblocks in the checkout process and optimize it for smoother conversions.

• Average Order Value (AOV): Track the average amount spent per order.

• Customer Lifetime Value (CLTV): Understand the total revenue a customer is expected to generate over their entire relationship with your business.

Credits: HubSpot

10. Website Performance Dashboard

HubSpot website performance dashboard provides insights into website traffic and user behavior. It empowers you to analyze user journeys and identify areas of improvement. Additionally, you can optimize your website for better user experience (UX) and engagement and track the performance of your website content, and identify high-performing pages.

Key Metrics

• Page Views: Track the total number of times individual pages on your website are loaded.

• Bounce Rate: Monitor the percentage of visitors who leave your website after viewing only one page. A high bounce rate indicates a need to improve the relevancy or engagement level of your landing pages.

• Session Duration: Track the average amount of time visitors spend on your website during a single visit.

• Top-Performing Pages: Identify the pages on your website that generate the most traffic and engagement.

11. Social Media Monitoring Dashboard

Social media is a powerful tool to connect with your audience. This dashboard offers features such as tracking your social media presence and measuring engagement. You can gain insights into brand sentiment and brand awareness and monitor the performance of your social media campaigns and content.

Key Metrics

• Follower Growth: Track the number of new followers you gain across your social media platforms.

• Engagement Rates: Monitor the percentage of your followers who interact with your social media content (e.g., likes, comments, shares).

• Most Popular Posts: Identify the social media posts that generate the most engagement.

• Social Media Traffic: Track the amount of website traffic generated from your social media platforms.

Credits: HubSpot

Conclusion

By using the above-mentioned HubSpot dashboards, you can transform your data into actionable insights that empower data-driven decision-making across your organization. Take some time to explore HubSpot’s dashboard creation features and start building dashboards that will give your company the data-driven edge it needs to thrive.