Salesforce

No code Hubspot CRM Dashboard with more power to you

Connect your Hubspot CRM account with Dataflo and easily visualize KPIs like average deal value, MQL to SQL conversion rate, deals close rate and more.

How does Hubspot
Dashboard work?

HubSpot is a one-stop CRM platform that enables companies to manage current and potential client relationships and communication. Since it stores data in a centralized database, it makes it easy to access the most up-to-date information by every team in your organization including marketing, sales, customer success, and accounting. It helps to manage the sales pipeline and prioritize leads based on the stage in the buying cycle.

How does HubSpot CRM Dashboard work?

HubSpot is a one-stop CRM platform that enables companies to manage current and potential client relationships and communication. Since it stores data in a centralized database, it makes it easy to access the most up-to-date information by every team in your organization including marketing, sales, customer success, and accounting. It helps to manage the sales pipeline and prioritize leads based on the stage in the buying cycle.

Key metrics to measure on HubSpot CRM Dashboard

Leads

A lead is a person who has shown an interest in your product or service, and converting them into loyal customers will prove successful for a business.

Open Deals

Open deal in CRM is a potential customer who has shown interest in your product or service but wants to be convinced that it is the right time and place for them.

Deals won

The deals won metrics in HubSpot CRM categorize your sales as 100 percent closed. In this way, you can move on to the next scale.

Visit all Salesforce Metrics from our MetricBase

The Complexity of HubSpot CRM Dashboard

Build a HubSpot CRM Dashboard with Dataflo

You can create a HubSpot CRM dashboard with Dataflo, and then use the data insights of your KPIs and metrics to make more informed decisions.

Single Dashboard

You can see all the metrics in a single place without switching between different screens. This makes it easy to track your progress on each metric and ensures that you stay on track with your goals.

Pipeline Dashboard

Dataflo provides insight into sales metrics such as MQL, SQL, and MQL+SQL in a single place. With these metrics, you will be able to maintain a high-quality pipeline and spend less time comparing data.

Pre-set time ranges

Datafo allows you to view all the data over a particular time period, like, month till date, or quarter till date. This allows you to analyze the performance over different time ranges.

Collaborate

Dataflo allows you to collaborate with your team on each metric card. You can leave comments, tag a team member, and have a data conversation in real-time.

Dashboard level segment

Use dashboard level segments to pull out the specific data aligned with your goal progress, like deals by geography, opportunities by geography, etc.

Funnel Dashboard

Dataflo helps you understand how leads move through your funnel so that you can optimize it for maximum efficiency and prioritize them for closer follow-up.

HubSpot CRM + Dataflo + Slack

Value delivered right on your workspace

Connect

Connect your Dataflo HubSpot CRM dashboard with slack to get instant notifications whenever you hit the target.

Schedule

Schedule and configure the key metrics you want to measure and get a daily, weekly, or monthly report on your slack.

Track

Tracking is easier than ever with our Slack integration. We send your progress right to your Slack channel.

Integrate your HubSpot with other popular data services

Get an end to end view of your customer journey from one single place.