Need a bit of a helping hand here. We’ve recently implemented a new KPI program where different activities carry different weightings based on their worth. The below screenshot is a 3rd party dashboard I created as a temporary hack (of which the free trial has since expired), so I’d love to know if there’s a way to do this within the Hubspot Reporting Dashboards.
Basically, it’s a simple metric such as count of meetings. Take, for example, the second metric from the left - Spill-Aid Drop Ins/Samples. This activity is worth three points, meaning that 14 of these activites lead to a total of 42 points.
Does anyone know of a way (preferably native but can look at extensions if not) to create custom blocks that simply take a metric like this and multiply it up?
I’ve made this so far in HS, so got the basis for setting this up.
So with what you have so far on the HubSpot Dashboard, should the Drop-In Meetings KPI show 27 instead of 9? Are you just hoping to find a way to do the calculations and report accordingly on the dashboard?
If there would be a way of creating another box next to each metric that simply multiplies each activity count by their respective multipliers (Meaningful Sales Calls 2, Drop-In’s 3, Demos 4 and Meetings 5) as displayed on the first screenshot, that would be what I’m looking for. Then you’d get the original count of actual activities and then the total points based on those activities sat next to each other.
It’s bye the bye, but then at the very bottom you’d have a total points quantity which gives you your weekly total.
This is basically so we can instantly recognise how, in a general sense, reps are tracking, as it’s all well and good having 100 call counts showing up if there are no meetings booked off the back of them. We would find it more effective to weight each activity by what it’s worth.
I think the best way to accomplish this would be Datasets, but I think you’d need a custom Dataset which is available on Ops Hub Pro or Enterprise.
You could also accomplish this with calculated properties, but it would require multiple properties and workflows to get the information you need to be reportable.
Another option is to use something like SuperJoin and send the data to Google Sheets perform a multiplier on Google Sheets and then send the data back to the appropriate record in HubSpot.
Unfortunately, there’s not a way to just add multipliers to KPIs by default on the dashboards.
Hope this gets you pointed in the right direction!
HubSpot’s native reporting doesn’t support weighted scoring like that out of the box. You’ll need to create custom properties or goals, which can get messy fast.
A popular workaround is using Coefficient’s 2-way HubSpot / spreadsheet sync from HubSpot’s marketplace to pull your HubSpot activity data into Google Sheets or Excel, apply your custom weights directly in the sheet, and then visualize the scores however you want, and set it on refresh so it’s always live.
You can even embed what you build in Sheets back into a HubSpot dashboard if you’d also like the visualizations in HubSpot. Here’s a full walkthrough of that - it’s my favorite hack!
