Examples of HubSpot Sales Dashboards for Better Tracking

Sales teams especially rely on timely and fruitful insights of any performance because they always negotiate deals and need to track pipelines to make the right decisions. HubSpot provides powerful sales dashboards that detail the level of sales activity, sales achievements and trends. 

These dashboards enable the sales managers and representatives to monitor their performance, find out where they are stuck and make certain that objectives are being achieved. In this article, we will also discuss a few common cases of HubSpot sales dashboards that help manufacturing companies, B2B businesses, and SaaS suppliers to increase their efficiency and sales.

Sales Pipeline Dashboard

This is one of the simplest tracking dashboards you can use that is available in HubSpot. It gives clear awareness of all the offerings underway and can give visibility into various steps of the sales funnel process. It can provide the status of the deals, right from the contact level to the closing of the sale, so that the sales teams don’t miss out on anything.

This usually contains the features used to define the activity such as the number of deals in each stage, value of deals, probability of closing and estimated closing date. This helps the sales managers to identify strategic deals and directs the team on which account to call in order to move the account forward. Also, using the sales pipeline dashboard, it is possible to show the total value of deals in the pipeline helpful for creating business goals and forecasting revenues.

For instance, when a manufacturing firm has numerous transactions in the negotiation stage, the sales manager can on the same dashboard gain insight into hiring more people to ensure that the firm achieves its sales goals within that quarter.

Deal Forecasting Dashboard

Forecasts of sales play a critical role in planning a business, establishing achievable objectives and ensuring that people are on the same page. The formulas used in HubSpot’s deal forecasting dashboard help the selling team to forecast the revenues that are expected from the current pipeline. This dashboard makes use of present deals data to provide a likely scenario of revenue generation within a given period for instance weekly, monthly, quarterly or annually.

The forecasting dashboard and fields of measurement contain total deal value, close date predicting, and deal probability. It is usually presented on a sales rep, regional or product line level, providing additional level of detail. A manufacturing firm, for example, can use this dashboard to predict the amount of total revenues its separate product divisions are likely to produce in a quarter to help with production planning adequately.

This dashboard helps a sales manager to monitor trends and consequently manage the style and outlook of sales so that the team is in line with the revenues anticipated result. And it shows possibilities of threats, for instance, possible sales that have been frozen or are in danger of being missed, so that corrective action can be taken.

Closed Deals Dashboard

Monitoring closed business deals is very important in measuring the sales team and business performance. The Filter tab in HubSpot allows a user to see the completed and lost deals similar to the closed deals dashboard, which informs the user as to what products, services or areas of the globe are hot.

Often this dashboard presents information regarding the number and value of the deals that have been closed, the average value that has been obtained through the closed deals and the amount of time that it takes to close deals. It also splits the above information based on the salesman, geographical location or source of the deal, providing a full picture of where outcomes are emanating from.

For a SaaS company, for example, this dashboard can show which subscription plans are the most popular or which industries are generating the most revenue or which salespeople are closing the most high value deals. 

Conclusion

Manufacturing organizations, SaaS, and B2B companies leverage the HubSpot sales dashboards to monitor performance, organize the data in a logical format and create the best practices. Whether reporting the overall types and stages of deals in the sales pipeline or the potential revenue, these dashboards provide useful data to coordinate the salesforce and help them be more productive towards their goals. Through using HubSpot’s customizable dashboards, organizations can maintain and improve their sales strategies, boost their revenue, and enhance their partnership with consumers.