Dashboards & Reporting

TVaz
参加者

Sales and Marketing Performance Dashboard

解決

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? 

 

 

1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Sales and Marketing Performance Dashboard

解決

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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3件の返信
TVaz
参加者

Sales and Marketing Performance Dashboard

解決

Thank you much, Karsten and Dan!

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Sales and Marketing Performance Dashboard

解決

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
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Sales and Marketing Performance Dashboard

解決

+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!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/