HubSpot Deals Report Dashboard

Monitor your sales team’s performance by tracking conversion rate, win rate, deal value, and more.

HubSpot Deals Report Dashboard

Critical HubSpot Sales Data At a Glance

This HubSpot dashboard provides a detailed breakdown of a sales team’s performance. With this dashboard, we can answer the following questions:

How many deals has the sales team won?

What is the average deal size?

What is our win/loss ratio?

What is our revenue forecast?

Analyze the right Context

When analyzing sales data, being able to view metrics and KPIs from different time frames is essential. This functionality gives sales managers and team leaders additional context to assess current data. That’s why the first widget in this HubSpot integration dashboard is a date picker. Users can select any time frame and view the corresponding data throughout the rest of the dashboard’s widgets and visualizations. They can select from presets like the last seven days, the last 15 days, the last 30 days, or even set a custom time frame.

Monitor Sales KPIs

Next, the pair of radial gauge widgets at the top of the dashboard track two vital sales measurements: conversion rate and sales rate. The conversion rate measures the rate at which deals follow from the initial sales pitch. On the other hand, the win rate measures the percentage of closed-won deals compared to the sum of all closed-stage deals.

Presenting these measures as a single number from the HubSpot integration gives leaders instant insight into how effective their team’s performance is for the selected time frame. Using the historical measurements of these KPIs, sales managers can establish baseline performance objectives and use them to set sales strategies accordingly.

Pursue New Business Decisively

Following the gauge widgets are a pair of pie charts. The first is a Deals by Type pie chart that breaks down where new deals are coming from, new businesses or current customers. This information is helpful for sales managers analyzing their HubSpot deals to decide where their teams should pursue new leads. The next pie chart shows the proportions of deals in each priority status. Like the Deals by Type chart, this one also shows sales team leads where new business is likely to come from: low-priority, medium-priority, or high-priority deals. This chart provides further guidance for the sales team to follow to capture more business.

See the big picture

For sales managers to grasp the current state of their team, they need a high-level overview of important data. This is precisely what the collection of card widgets provide in this HubSpot dashboard. The cards clearly communicate metrics like total deal value, average deal size, average days to win a deal, closed won amount, closed lost amount, deal win/loss ratio, the number of contracts sent, and the number of new deals. Using this information, sales managers can immediately assess the success of their team for reporting to their own managers. They can also use this information to see where new efforts needs to be directed to improve the sales team’s performance.

Identify Trends in HubSpot Deals

After the cards, a quartet of eye-catching charts visualize different aspects of deals. The first is a spline chart that plots the previous six months of revenue and the upper and lower bounds of forecasted revenue for the next five months. This is one of the key values of applying business intelligence: using historical data to make data-derived predictions.

The third chart is a simple bar chart showing the largest deals closed. Deployed in the right context, this chart can be used to motivate sales agents. The fourth chart is the sales funnel, breaking down the percentage of opportunities in each stage and providing yet another way for management to assess the current state of the team.

The heat map at the bottom of the dashboard echoes the Deals by Type pie chart at the top, illuminating the sources of deals. The boxes in this chart divide the data by categories like direct traffic, organic search, email marketing, and more, and are proportional to the deal value they have produced.

The final widget of this HubSpot dashboard is a data grid that provides fine-grained details on the sales team’s daily performance. The columns provide information on the number of deals won and lost, the value of deals won and lost, and the budgeted deal value. Sales team leaders can use this grid to quickly and easily find dates with high levels of activity for further analysis.

The information tracked and visualized in this dashboard keeps sales team leaders well-informed about their team’s performance across various aspects of the sales process.

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