topic Re: Dashboard isn't tracking my activity in Dashboards & Reporting

Dashboard isn't tracking my activity

LGriffith — Wed, 07 Jun 2023 10:26:50 GMT

On my sales dashboard I've tried to set it up so I can keep track of my KPIs - so how many new connections /deals I've added each week, what stage in the process they're at and how many are converting. I'm doing lots of activity but when I look at the dashboard it's saying I have no deals to show for that time or the numbers are different to what I expect them to be. People might move through a couple of different stages in a month and I'd expect that to be reflected in the dashbaord but it isn't. So I'm sure I have the settings wrong, but every time I adjust I get different numbers so don't know what's right anymore!

Would appreciate any advice or guidance on what settings I should be using. I've attached a screenshot so you can see what I've set up.

Re: Dashboard isn't tracking my activity

PamCotton — Wed, 07 Jun 2023 20:33:57 GMT

Hello @LGriffith, thank you for sharing this screenshot with more details.

I want to invite our top experts to this conversation @MrJustinGivens @zaklein @willsmith any recommendations for the @LGriffith matter?

Thank you,

Pam

Re: Dashboard isn't tracking my activity

MrJustinGivens — Wed, 07 Jun 2023 20:57:44 GMT

Hey @LGriffith, this might be too simple but what happens when you click on "Actions" (top of the dashboard and select "Refresh all reports"

If that doesn't do anything. Here's what I would check.

Take one of your reports, and click the "View & Filter" icon (top right of the report) and see if there any odd/weird filter going on.

Let me know if that doesn't work. I'd be happy to jump on a quick zoom call to quickly diagnose.

Re: Dashboard isn't tracking my activity

LGriffith — Thu, 08 Jun 2023 08:41:33 GMT

Hi @MrJustinGivens - thanks for the reply. I've tried both things you've suggested and it hasn't made a difference. I'm pretty sure my problem is that I'm not using the 'deal stage' and 'date property' correctly, but I'm not sure what I need to set them at to get the info I need, as when I play around and change the settings it doesn't seem to make a difference. If you were able to jump on a call that would be really helpful thank you.

Re: Dashboard isn't tracking my activity

MrJustinGivens — Thu, 08 Jun 2023 18:25:06 GMT

@LGriffith let's do that and then we can circle back to the forum to provide the solution. Here's my link to schedule that quick call.

Re: Dashboard isn't tracking my activity

MrJustinGivens — Wed, 14 Jun 2023 14:55:00 GMT

@LGriffith it was great chatting with you!

The issue was there was no activity for this week for deals in each report, which results in a "zero" for the count.

When there is a "zero", HubSpot says "No deals to show for this time frame".

As I recommended, I would duplicate the reports on the top row (which are filtered to "this week" compared to "last week") and set the date filter to "last week" compared to "previous week" so you can see the work you did last week as well during this week. (wow, that sounds confusing! 😀)

Hope this helps and have a great rest of your day!

Re: Dashboard isn't tracking my activity

LGriffith — Wed, 14 Jun 2023 15:32:06 GMT

Thanks so much for your time and help today. You've definitely given me a lot to think about in terms of how much more I can use the tool to my benefit. Really appreciate your time.