Dashboards & Reporting

bv6
Member

What dashboards do you think we should include when reporting to a client

Hello everyone,

I am trying to prepare a report for a company and I want to know what dashboards shouls be included in the report.  The client is a batter intelligence company.

 

Thank you in advance for your answers

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Syeda_Fatima
Contributor | Diamond Partner
Contributor | Diamond Partner

What dashboards do you think we should include when reporting to a client

Hi @bv6, The type of dashboards you include in your report will depend on the specific needs of your client. However, The dashboards that should be included in the HubSpot report for the battery intelligence company will depend on the specific objectives of the report. Like, some dashboards that could be useful are:

1. Lead Generation Dashboard:
This
dashboard will provide an overview of the lead generation process, including sources of leads, lead conversion rate, lead scoring, and lead segmentation.

2. Customer Acquisition Dashboard:
This
dashboard will provide insights into customer acquisition rate, customer retention rate, customer lifetime value, and customer acquisition cost.

3. Sales Performance Dashboard:
This
dashboard will provide an overview of the sales process, including sales conversions, sales performance by product, sales cycle time, sales rep performance, and sales funnel analysis.

4. Marketing Performance Dashboard:
This
dashboard will provide an overview of the marketing efforts, including marketing campaigns, website traffic, email open rates, and social media engagement. 5. Financial Performance Dashboard: This dashboard will provide an overview of the financial performance, including revenue, cost of goods sold, operating expenses, and profitability.

6. Battery Performance Dashboard:
This
dashboard will provide an overview of the battery performance, including battery life, charge cycles, and battery capacity.

 

These are just some of the dashboards that could be included in the HubSpot report. Depending on the specific needs of your client, you may need to include additional dashboards. 

For more help, you can connect with me in person, I would also love to setup the dashboard for your client on your behalf.

 

Regards,

___Syeda