Sales rep dashboard

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello Community,

Hope you’re doing great, I would like to prepare sales rep dashboard which includes the below reports,

• My connected calls VS team average

• My meetings book VS team average

• My won deals VS forecast

• My task completed (in green)

• My response time vs Team

• My AEP vs Team

• My ARPA vs Team

• My dormant accounts (no contact for XX weeks) VS my total number of accounts.

I am confused with the Forecast and avg, not sure how to put those on the report and I am almost a beginner, it would be great if anyone could suggest me any Hubspot training course or If there is any tutorial to build this kind of dashboard then please suggest. Thank you.

2

Hi @RSiddula,

Thanks for reaching out!

For calculating averages, I would recommend referring to this post that explains how to apply an average in the custom report builder.

Here are some getting-started resources for reporting in HubSpot

I hope these resources help get you started!

Best,

Kristen

3

Thank you so much @kvlschaefer , I will look into this