hubspot dashboard examples

When you create shared sales dashboards, you carefully design dynamic visual aids from hand-picked metrics to drive specific action among your sales reps.

In your HubSpot account, navigate to Partner > Dashboard. There are several different options for charts on your sales dashboard and below is a quick overview of some of the main types. Underperformance should still be tracked, but discussed in private when necessary. This allows you and your team to: Monitor deal, company, and call metrics in real time, to instantly pinpoint areas for improvement and ensure pipelines are healthy What questions should we be asking and where in HubSpot can we go to answer them? For example, let's suppose that you wanted to show your boss how many US-based leads at big companies downloaded our recent offer, broken down by the Job Title of those contacts.

Founded in 2006, its products and services aim to provide tools for social media marketing, content management, web analytics and search engine optimization.
(Companies Reports), How often is a certain list visiting my site? First, they allow you to break down your data by the specific segments of your audience that you prioritize. We saw from the landing page data that a majority of it's visits came from Email traffic. To note, if you primarily work in the B2C space, you'll use a Contacts Report instead.

This time, to more deeply analyze the contacts who downloaded a single offer, we'll create a smart list of contacts first converted on the offer in question. In HubSpot, when trying to assess the impact of the content you're producing on your marketing funnel and your company's bottom line, there are two primary places you should be looking for data: In this post, we'll walk through the basic functionality of content dashboards and custom reports, and lay out the most important questions you should be asking of each.

If you want to share a dashboard with others in your HubSpot account, edit its, clone dashboards that are visible to you and.

Please note: the dashboard name can't contain a website URL or period. Said Mean Girls Mathlete Kevin on the value of being data-driven: "I'm a mathlete, so nerd is inferred, but forget what you heard I'm like James Bond the third, sh-sh-sh-shaken not stirred." Updates on the latest releases from HubSpot’s Product team.

Please note: you can only change a dashboard's name and visibility when viewing the dashboard. Your default marketing dashboard has nine default reports that will cover on a high level the results of the marketing efforts. vs. money ($ closed sales). Super Admins or users with Account access toggled on and the Edit reports and dashboards permission enabled in your account can view and make changes to all dashboards, regardless of visibility or ownership. How did certain pages impact your contacts on the way to conversions throughout the funnel?
From this data, we'd likely conclude that the format and topic of the Spooky offer was most effective in attracting Marketers to the site, and was poor at converting the Mathletes in our target audience. You can choose to do one of the following: In the right panel, review the prescribed reports. Is our open rate higher than usual, when sending to the same list?

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