I'm new to HubSpot, primarily using it as a marketing tool for my organization. I work in sales at a consulting company, managing partnership sales, new business acquisitions, and internal cross-selling (collaborating with other divisions to bring our products to shared clients).
I’d like to create a custom dashboard that provides an overview of my activities, organized into three key sections:
Partnership Accounts: Display SaaS partners I work with, including key contacts, deal details, and activity tracking.
Internal Accounts: Highlight internal contacts, deals, leads, and recent activity within my organization.
New Targets: Show net-new companies we are pursuing, deal stages, and associated activities.
If anyone has experience creating similar dashboards or has suggestions for the best way to approach this, I’d greatly appreciate your insights!
A lot of this depends on how you're using the properties on each object. Are you tagging companies and deals as partners, internal contacts or deals, or prospects for new targets?
If so you'll want to start by creating some custom reports. You could do something like:
Partnership Contacts by owner, associated deals with those contacts with relevant info. For cleanliness sake I'd do another report that highlights the activity with those same filters as before.
Follow the same with the others as well.
Would it be helpful to have a video to show you what this could look like?
A lot of this depends on how you're using the properties on each object. Are you tagging companies and deals as partners, internal contacts or deals, or prospects for new targets?
If so you'll want to start by creating some custom reports. You could do something like:
Partnership Contacts by owner, associated deals with those contacts with relevant info. For cleanliness sake I'd do another report that highlights the activity with those same filters as before.
Follow the same with the others as well.
Would it be helpful to have a video to show you what this could look like?
