topic Re: Sales and Marketing Performance Dashboard in Dashboards & Reporting

Sales and Marketing Performance Dashboard

TVaz — Wed, 31 Jul 2024 09:22:50 GMT

Hi everyone!

I am trying to create comprehensive dashboard to visualize a sales funnel, the number of contacts created this year so far, and website activity. Does anyone knows what are the best reports to get this view? Also, since I just have the Sales Hub, is possible to analyse website activity?

Re: Sales and Marketing Performance Dashboard

karstenkoehler — Wed, 31 Jul 2024 09:24:30 GMT

Hi @TVaz,

Have you checked out the dashboard templates? https://knowledge.hubspot.com/dashboards/manage-your-dashboards#create-dashboards

These are a great start and will give you many reports out of the box which you can then taylor to your needs. I'd say: Explore these templates and then report back if you're missing something specific?

These templates also include website analytics reports, yes 🙂

Best regards!

Re: Sales and Marketing Performance Dashboard

danmoyle — Wed, 31 Jul 2024 13:32:26 GMT

+1 for @karstenkoehler' answer here @TVaz. I'd start with a dashboard template and build from there. Also on the website analytics as Karsten mentioned it's possible - you just have to ensure you've put the HubSpot code into your website structure. 😊

Re: Sales and Marketing Performance Dashboard

TVaz — Wed, 31 Jul 2024 15:11:19 GMT

Thank you much, Karsten and Dan!