Academy Short | Tutorial: Create a Sales Dashboard

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Ready to centralize your sales reporting and gain instant visibility into your team’s performance and pipeline health? Learning how to build a dedicated Sales Dashboard is key to making data-driven decisions in HubSpot!**

In this practical Academy On-the-Go video, join Senior Professor Brenna Zenaty ( @BZenaty ) as she provides a step-by-step guide to creating a sales-focused reporting dashboard. You will learn:

  • The Setup: How to start a new dashboard from scratch or utilize a sales-specific template.
  • Report Integration: How to easily add key reports covering deals, activities (calls, meetings), and sales forecasting.
  • Customization: How to rearrange, filter, and resize reports to create a visual command center tailored to your team’s needs.

Stop sifting through reports! Create a unified, actionable view of your sales data today.

Watch the full guide now! HubSpot Academy