Dashboards & Reporting

TVaz
Participante

Sales and Marketing Performance Dashboard

resolver

Hi everyone!

 

I am trying to create comprehensive dashboard to visualize a sales funnel, the number of contacts created this year so far, and website activity. Does anyone knows what are the best reports to get this view? Also, since I just have the Sales Hub, is possible to analyse website activity? 

 

 

2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Sales and Marketing Performance Dashboard

resolver

Hi @TVaz,

 

Have you checked out the dashboard templates? https://knowledge.hubspot.com/dashboards/manage-your-dashboards#create-dashboards

 

These are a great start and will give you many reports out of the box which you can then taylor to your needs. I'd say: Explore these templates and then report back if you're missing something specific?

 

These templates also include website analytics reports, yes 🙂

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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danmoyle
Solución
Miembro estimable | Partner nivel Platinum
Miembro estimable | Partner nivel Platinum

Sales and Marketing Performance Dashboard

resolver

+1 for @karstenkoehler' answer here @TVaz. I'd start with a dashboard template and build from there. Also on the website analytics as Karsten mentioned it's possible - you just have to ensure you've put the HubSpot code into your website structure. 😊

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


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Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/

Ver la solución en mensaje original publicado

3 Respuestas 3
TVaz
Participante

Sales and Marketing Performance Dashboard

resolver

Thank you much, Karsten and Dan!

0 Me gusta
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Sales and Marketing Performance Dashboard

resolver

Hi @TVaz,

 

Have you checked out the dashboard templates? https://knowledge.hubspot.com/dashboards/manage-your-dashboards#create-dashboards

 

These are a great start and will give you many reports out of the box which you can then taylor to your needs. I'd say: Explore these templates and then report back if you're missing something specific?

 

These templates also include website analytics reports, yes 🙂

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

danmoyle
Solución
Miembro estimable | Partner nivel Platinum
Miembro estimable | Partner nivel Platinum

Sales and Marketing Performance Dashboard

resolver

+1 for @karstenkoehler' answer here @TVaz. I'd start with a dashboard template and build from there. Also on the website analytics as Karsten mentioned it's possible - you just have to ensure you've put the HubSpot code into your website structure. 😊

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/