April 29, 2024

What steps are required to create a dashboard for tracking monthly sales goals in Hubspot?

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Step 1: Log into HubSpot

  • Navigate to your HubSpot account and sign in using your credentials.

Step 2: Access the Dashboard Section

  • Once logged in, find the "Dashboards" option on the main navigation menu at the top.

Step 3: Create a New Dashboard

  • Click on the "Create Dashboard" button, usually found at the upper right corner.
  • Enter a name for your dashboard (e.g., "Monthly Sales Goals").

Step 4: Add Relevant Reports

  • Once inside the new dashboard, click on "Add Report" to select and add relevant sales reports.
  • HubSpot provides a variety of predefined reports. Look for reports related to sales performance, like "Monthly Sales" or "Deals Closed vs. Goal."

Step 5: Set Monthly Sales Goals

  • From the selected reports, click on the "Actions" or "Edit" option.
  • Locate the "Set Goal" or similar feature.
  • Enter your desired monthly sales target or goal.

Step 6: Customize the Dashboard Layout

  • You can rearrange the reports by dragging and dropping them.
  • Resize any report widget to ensure that all crucial information is clearly visible.

Step 7: Filter Data by Sales Rep (optional)

  • If you have multiple sales representatives, you might want to view data based on individual performance.
  • Click on the filter icon, usually represented by a funnel.
  • Choose the sales rep's name from the drop-down list.

Step 8: Set Date Range

  • To specifically track monthly goals, set the date range to display data for the current month.
  • Use the date picker or predefined date ranges provided by HubSpot to adjust the view.

Step 9: Save & Share

  • Once you've customized your dashboard, ensure to save any changes.
  • If you wish to share this dashboard with your team, click on the "Share" button and select the relevant team members or input their email addresses.

Step 10: Set up Notifications (optional)

  • Stay updated on the progress towards your goals by setting up notifications.
  • Click on the "Actions" or "Settings" option in your dashboard.
  • Navigate to the notifications section and set up alerts based on your preferences, such as when you've reached 75% of your monthly goal.