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Custom HubSpot dashboards

Plecto's integration with HubSpot allows user to customise and combine different metrics. Whether it is HubSpot's Marketing, Sales, or Customer Service Hub, our powerful dashboards enable you to get a complete overview over your business metrics in real-time.

hubspot dark dashboard2.png

Visualize your teams data on a Plecto dashboard. The data will update in real-time and keep them informed of all the important metrics! You will no longer need to spent time informing team members of their performance, Plecto will do this for you.

HubSpot Dark Notification on Laptop

Implement motivating notifications which will trigger whenever you have a team member creating a new sale or getting a good rating. See how the good vibes will spread in the whole office and notice how team members will be recognized by managers and colleagues!

HubSpot dark competition on laptop2

Create a contest to give your teams the last push towards the end of the month! You can have them compete team vs. team or player vs. player. Create individual targets, set a prize on the line and let the fun begin! If you have teams across the globe the contests will be perfect for motivation and bringing colleagues together!

HubSpot
+
Plecto

Marketing

Partner website

www.hubspot.com

About HubSpot

HubSpot offers a full platform of marketing, sales, customer service, and CRM software — plus the methodology, resources, and support — to help businesses market and sell more effectively.

Additional help

help.plecto.com/hubspot plecto.com/blog/integrations/hubspot

Why HubSpot users choose the Plecto integration

MAKE ACTIONABLE DECISIONS BASED ON REAL TIME DATA
Say goodbye to manual refreshes and long waiting times! With Plecto, dashboards update instantly as new data is being imported. You can now make impactful decisions based on real-time data to outperform your daily targets.

EASY PRE-BUILT KPI'S
Choose from our extensive library of pre-built HubSpot KPI's for you and start tracking right now! Get your feet wet before diving into customising your own KPIs.

BOOST PERFORMANCE WITH GAMIFICATION
If you’re using HubSpot’s Sales or Service stack, Plecto is the perfect tool to help boost your team performance. Unleash your team’s natural competitive spirit with fun contests that get everyone excited and working towards a common goal. Define your targets, set a deadline, and watch your team perform like never before.

CELEBRATE SUCCESS ANYTIME, ANYWHERE
Never again will you miss a colleague’s achievement! Whether it is large deals won, number of tickets closed or a positive NPS rating. With Plecto’s notification feature, you can broadcast your employee’s achievements across your team or organization on TV screens and all other digital devices.

What types of data can you import from HubSpot?

Deals

Update frequency
Instant with web-hooks and every 2m

Default member field
hubspot_owner_id

Default date field
createdate

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

Contacts

Update frequency
Instant with web-hooks and every 15m

Default member field
hubspot_owner_id

Default date field
addedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

Product lines

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Notes

Update frequency
Every 2m

Default member field
ownerId

Default date field
createdAt

Supports custom fields?
No

Supports automatic registration deletion?
No

Calls

Update frequency
Every 2m

Default member field
ownerId

Default date field
createdAt

Supports custom fields?
No

Supports automatic registration deletion?
No

Meetings

Update frequency
Every 2m

Default member field
ownerId

Default date field
createdAt

Supports custom fields?
No

Supports automatic registration deletion?
No

Companies

Update frequency
Instant with web-hooks and every 15m

Default member field
hubspot_owner_id

Default date field
createdate

Supports custom fields?
Yes

Supports automatic registration deletion?
Yes

Emails

Update frequency
Every 2m

Default member field
ownerId

Default date field
createdAt

Supports custom fields?
No

Supports automatic registration deletion?
No

Tasks

Update frequency
Every 2m

Default member field
ownerId

Default date field
createdAt

Supports custom fields?
No

Supports automatic registration deletion?
No

Tickets

Update frequency
Every 2m

Default member field
hubspot_owner_id

Default date field
createdate

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Marketing Emails

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Pre-built HubSpot KPIs

Browse our extensive library of pre-built HubSpot KPIs or customize and create your own.

Win Rate of Deals

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Tasks Completed

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Emails

Number of Emails

Amount of emails that each employee has received in the last period.

Number of Booked Meetings

Number of Booked Meetings

Overview of the number of pending meetings you have in a certain period of time.

Value of Lost Deals

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Duration of All Calls

Duration of All Calls

Time spent talking on the phone with potential or current customers per day.

New MRR

New MRR

New subscriptions that have been added recently and that will, therefore, contribute to your MRR.

Number of Meetings Completed

Number of Meetings Completed

Total number of meetings a team or employee has already had in the last period measured.

Number of New Deals Created

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Average Call Duration

Average Call Duration

Average time spent by your entire team in their calls with clients.

Value of Won Deals

Value of Won Deals

Amount of money your new client’s account is worth.

Number of Lost Deals

Number of Lost Deals

Count of the number of opportunities that haven’t turned into clients.

Formula

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

relatel.png

Relatel got motivated with the right sales dashboards

Relatel have created a sales dashboard in Plecto that allows them to track sales KPIs in real-time and increases knowledge sharing across the sales team.

Read more

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.