HubSpot Academy Dashboard Challenge

Academy HubSpot Academy Educational Examples
1

Scenario:

As part of a larger data cleansing initiative at your organization, you’ve been tasked to build out a data management dashboard for your team. Are you up for the challenge?

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Steps to Complete:

  • Create a data management dashboard in your HubSpot account. This can be created from scratch, modified from a template, or customized from one of your existing dashboards.

    • At least four reports
    • At least one custom report
    • Either marketing or sales data (or both if you’re feeling adventurous!
    • Your dashboard must contain:

  • Reply to the thread with a “I’ve Completed the HubSpot Academy Dashboard Challenge!” In your post, give a brief overview of your dashboard and the types of reports that made the cut. What types of reports did you build? What questions do they help you answer?

2

I’ve Completed the HubSpot Academy Dashboard Challenge!

I created a dashboard that helps me see where the “leads” come from.

I built reports that compared yearly performaces as well as some that just highlighted the overall outreach of specific marketing tactics.

This small dashboard helps see which marketing tactics are most effective.

3

I’ve Completed the HubSpot Dashboard Challenge!

I created a sales dashboard that has 5 reports with one 1 custom report

it has reports like deal revenue forecast, deals closed vs goals and the custom report is landing pages by most views

4

HubSpot Academy Dashboard Challenge

I’ve Completed the HubSpot Dashboard Challenge!

The types of reports i built are contentrated around marketing data:

  • Contacts most recently created by source
  • Email sent, opened, and click totals by email send date
  • Marketing email totals by open rate
  • Ad clicks by social network
  • New contact conversions from ads
  • Social interactions by network

The questions it helped me answer are:

  • Are the metrics i’m using generating success to my business?
  • Am i reaching the right audience?
  • How many people are actually interested in the campaigns?
  • Is gaining loyal cutomers a part of an outcome of a successfull ad?
5

I’ve Completed the HubSpot Dashboard Challenge!

The report i built on was based on: Email sent, opened, and click totals by email send date, Ad clicks by social network, Marketing email totals by open rate, Social interactions by network, Landing page submission totals, New contact conversions from ads.

It can help me assess the performance of the business’s email campaigns, ad campaigns, and social media efforts. Also, understand which emails or ads resonate with our audience, which social networks drive the most engagement and which types of content are most effective.

6

HubSpot Academy dashboard challenge

I have completed the HubSpot dashboard challenge

the reports i have built are;-

  • Email sent, opened, and click totals by email send date
  • Blog post total views and bounce rate
  • Ad clicks by social network
  • Social interactions by network
  • Landing page total views and form submissions
  • Website visit, new contact, and customer totals by day

the question this report helps me answer is whether my marketing, email, and social media efforts are effective and how are they performing in terms of engagement and interaction with new and target audiences

7

“I’ve Completed the HubSpot Dashboard

Challenge!”

the reports I have included are:

-landing page views and form submissions

-website visits, new contacts, and customer totals by day

-deals closed totals vs goals.

-blog post total views and bounce rate

These reports help me understand how well marketing is doing, like how many people are visiting my pages and filling out forms. They also show me how many new contacts and customers you’re getting each day. You can see if your sales team is meeting their goals, and how people are interacting with your blog posts. This helps you make smarter decisions about your marketing and sales strategies.

8

I’ve Completed the HubSpot Academy Dashboard Challenge!

My dashboard consists of 5 reports (custom, chat, email, marketing, and sales report).

Custom Report - In the last 30 days

This allows me to view the 30 most recently created contacts in HubSpot. It also allows me to see their name; email; and lifecycle stage. Additionally, allows me to click on their email to go to their contact record.

Email Report - Open email totals by inbox

This allows me to view the total number of open email conversations started from an email and/or a form per inbox. And see which inboxes have the most open emails.

Chat Report - Chat conversions totals by rep

This allows me to view the total number of chat conversations by reps. And see which reps are handling the most live chats.

Marketing Report - Landing page total views and form submssions

This allows me to see the total number of views on your HubSpot-hosted landing pages. See how many form submissions you’re getting on landing pages. And how many new contacts from those submissions.

Sales Report - Deal closed totals vs. goal

This allows me to view the dates your deals were closed and how much revenue they brought in. Additionally, allows me to see how this compares to the goal you set for your team. And if mysales team is hitting their revenue goals.

These reports give me a good overview of the answers I am seeking. Additionally, I can change my reports based on my needs later on, and they are fully customizable. These reports will allow me to make strategic decisions and adjust my marketing plans, if needed, based on my goals and objectives.

9

I’ve Completed the HubSpot Academy Dashboard Challenge!

My dashboard contains -

1. Social media interactions (likes, comments, reactions, shares, followers, etc.)

2. Website visits

3. Email tracking (opened, opened link attached, shared email)

4. Site tracking

5. Blog post views and bounce rate

10

I would like to reply to this thread with a “I’ve Completed the HubSpot Academy Dashboard Challenge!”, but for some reason, before I completed the challange, it said that I’ve already completed it. Same happened with the second challange (Reporting) in this certification course: it went directly to: “Nicely done, you completed the exercise”. :slightly_frowning_face:

11

“I’ve Completed the HubSpot Academy Dashboard Challenge!”

The reports I selected identify interesting insights for Data management for Marketing team members.

The dashboard I created:

  • Establishes immediate overview regarding the level of interaction with potential new customers. Reports then gradually go into more detail- expanding to give insight into customer engagement (first by clicks, then by reading blog posts, and finally by form filling).
  • Allows Marketing to gain insights into how current Social Media Ads are performing.
  • Demonstrates clearly which website landing pages and blog posts are being reached the most.
  • Helps us to understand the level of customer engagement we are reaching.

1. Website visit, new contact and customer totals by day.

(to help us answer questions such as: which days are we receiving most website visits/ new contacts- is there a relationship with this- can we target?)

2. (Custom) Ad clicks by Social Network Blog post by most total views.

(are social media ads performing as expected or do we need to improve or rethink strategy? This can be further linked to Sales for clarity.)

3. Landing pages by most total views.

(which links to landing pages are working best? Is there a particular demographic that we are targeting here via these links? Can we re-design higher reaching landing pages to synthesize more information?)

4. Blog posts by most total views.

(same questions as above, but incorperating blog posts helps us understand preferences of a wider demographic engaging with a more in-depth/ time consuming media)

5. (Custom) Form submission totals

(to help us understand which forms are user friendly and interesting, as well as guage customer overall willingness to engage based on different topics).

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“I’ve Completed the HubSpot Academy Dashboard Challenge!”
- My report revolved more around the Sales report, to help Sales reps stay on top of thier KPIs and keep a close tab on their numbers

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I’ve Completed the HubSpot Dashboard

Using HubSpot’s Sales Dashboard template, I built a central place to visualize team activities, contacts created, and deal progress over time.

This dashboard helps track key sales metrics — like deals closed, team productivity, and contact engagement — all in one view. It’s a great step toward building data-driven insights in HubSpot.

Excited to keep exploring how dashboards can connect marketing, sales, and website analytics for better decision-making!

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I’ve Completed the HubSpot Academy Dashboard Challenge!

I created a marketing dashboard using one of HubSpot’s templates and customized it to fit what we track at our healthcare company. I included four reports, including a custom one, to get a clearer picture of how our campaigns are performing. The dashboard shows where our leads are coming from, how our landing pages convert, and how people engage with our emails. My custom report focuses on how leads move through the lifecycle, which helps me see where we’re losing momentum and where we can improve. Overall, it gives me a quick snapshot of what’s working and what needs attention.

15

“I’ve Completed the HubSpot Academy Dashboard Challenge!”

I created a dashboard for our Sales Executives that show the “logged in user” their closed won deals monthly, yearly etc. their pipelines, backlog, forecasting etc. I’m excited to dive in and see what templated reports can help our Org.