Reporting & Analytics

SaiemH
Contributor

Assistance with Creating Dashboards for SLA Adherence and Team Performance

SOLVE

Hello HubSpot Community,

I’m looking for guidance on creating dashboards in HubSpot to track two key areas:

  1. SLA Adherence and Response Times: I want to monitor how well different departments adhere to SLAs and their response times to ensure efficiency and accountability.

  2. Team Performance: Specifically, I need to track the performance of my Customer Support Representatives (CSRs) and Onboarding/Provisioning team members.

If anyone has tips, templates, or examples of how to structure these dashboards effectively, I’d greatly appreciate it.

Thank you in advance for your support!

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1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Assistance with Creating Dashboards for SLA Adherence and Team Performance

SOLVE

Hi @SaiemH,

 

Honestly, one of the pre-built dashboard templates might get you what you're looking for here, or at least a great start.

Screenshot 2025-01-17 at 8.34.06 AM.png

 

Screenshot 2025-01-17 at 8.33.51 AM.png

 

To access these go to "Create Dashboard" from the upper right hand of any dashboard screen. Just search SLA on the top left or scroll down and you'll see the ones from my screenshot. 

 

You may need to make some customizations but as long as your departments are tracked as teams, I think with minimal work this will work well. You can add additional reports to the dashboard once you've got these primary things straightened out as well.

 

Hope this helps!

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

View solution in original post

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1 Reply 1
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Assistance with Creating Dashboards for SLA Adherence and Team Performance

SOLVE

Hi @SaiemH,

 

Honestly, one of the pre-built dashboard templates might get you what you're looking for here, or at least a great start.

Screenshot 2025-01-17 at 8.34.06 AM.png

 

Screenshot 2025-01-17 at 8.33.51 AM.png

 

To access these go to "Create Dashboard" from the upper right hand of any dashboard screen. Just search SLA on the top left or scroll down and you'll see the ones from my screenshot. 

 

You may need to make some customizations but as long as your departments are tracked as teams, I think with minimal work this will work well. You can add additional reports to the dashboard once you've got these primary things straightened out as well.

 

Hope this helps!

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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