📈 Sales Dashboards Overview in HubSpot – Step-by-Step Guide
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Access the Dashboard Section
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Go to the Dashboards area in HubSpot.
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Open the relevant dashboard — in this case: Sales and Deal Velocity and Analytics.
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This dashboard contains a set of standard HubSpot reports focused on sales velocity.
2. Explore Available Reports
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Navigate to Reports from the main menu.
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Browse through different analytics suites, particularly:
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Deals Reports
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Forecast & Revenue Reports
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Open a report like Average Deal Size to begin reviewing.
3. Understand Report Data
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Click the About tab to understand:
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Where the report pulls data from.
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How it's calculated and structured.
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Adjust the date range:
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Use presets like "This Year" or apply custom or rolling ranges.
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4. Use Filters to Refine Data
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Apply Quick Filters (e.g., Pipeline) at the top of the report.
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Choose a pipeline such as “Modular Building” to segment data.
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Clear filters as needed using the “Clear All” button.
5. Modify Report Visuals
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Switch between views like:
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Totals
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Monthly trends (over time)
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Change chart types (e.g., horizontal bar, column, line).
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Use the Data Table at the bottom to see detailed report data.
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Optionally, edit columns (if supported by the report) to adjust the data view.
6. Add Reports to the Dashboard
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Click Save Report.
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Select Add to Existing Dashboard.
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Choose “Sales and Deal Velocity and Analytics” and click Save & Add.
7. Customize Additional Reports
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Review and add other valuable reports such as:
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Deal Velocity
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Sales Velocity
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Deals Won and Lost
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Time Spent in Deal Stage
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Push Rate
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Historical Snapshots
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Use filters or customize to adjust for pipelines or specific team segments.
8. Advanced Filtering Options
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If a quick filter isn’t available:
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Click Edit Filters.
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Add Advanced Filters (e.g., by Pipeline using AND/OR logic).
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Apply and save your changes as needed.
9. Customize Dashboard Layout
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Resize widgets by dragging from the bottom-right corner.
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Reposition reports using drag-and-drop.
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Remove irrelevant reports by clicking the delete icon.
10. Apply Dashboard-Wide Filters
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Use Quick Filters at the top of the dashboard to:
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Filter all reports at once (e.g., by a specific pipeline or team).
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Toggle filters on and off for quick comparison.
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11. Customize Reports from the Dashboard
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Click on a report > Customize:
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Adjust time frames (e.g., switch from monthly to quarterly).
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Modify chart type, properties, and displayed fields.
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Save and update the report for continued use.
12. Final Review and Ongoing Iteration
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Perform a final walkthrough of your dashboard.
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Evaluate whether the reports meet your needs.
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Continue refining or consult with your CRM team for advanced custom reporting.
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