Dashboards & Reporting

TVaz
Participant

Sales and Marketing Performance Dashboard

Résolue

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 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Sales and Marketing Performance Dashboard

Résolue

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.

Voir la solution dans l'envoi d'origine

3 Réponses
TVaz
Participant

Sales and Marketing Performance Dashboard

Résolue

Thank you much, Karsten and Dan!

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Sales and Marketing Performance Dashboard

Résolue

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
Membre irremplaçable | Partenaire solutions Elite
Membre irremplaçable | Partenaire solutions Elite

Sales and Marketing Performance Dashboard

Résolue

+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/