Custom HubSpot dashboards
Build customized HubSpot dashboards that visualize your business metrics and KPIs in real-time. Import your data directly from HubSpot and create your own dashboards.
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.
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!
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!
Marketing
Partner website
About HubSpot
HubSpot is an all-around software tool, that offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core.
Additional help
help.plecto.com/hubspot www.plecto.com/blog/integrations/hubspotCreate real-time HubSpot dashboard with Plecto
HUBSPOT x PLECTO
Whether you use HubSpot’s Marketing-, Sales-, or Customer Service Hub you will be able to visualize your data directly in Plecto.
Combine data from the different hubs and create your own custom build KPIs and goals to visualise on real-time dashboards.
CONTESTS & NOTIFICATIONS
We recommend you to use our notifications and contests to motivate your sales and support teams. Create customised notifications and recognize employees when they e.g. close a sale, get a good service rating!
DASHBOARDS
Turn your HubSpot data into easily digestible information and your teams will start data driven conversations among each other.
The dashboards will drive your teams with real-time insights and have them stay on top of their game at all times.
14-DAY FREE TRIAL
Sign up for the trial and see how easy you can start visualizing your HubSpot data!
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
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
Tickets
Update frequency
Every 2m
Default member field
hubspot_owner_id
Default date field
createdate
Supports custom fields?
Yes
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
Tasks
Update frequency
Every 2m
Default member field
ownerId
Default date field
createdAt
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
Marketing Emails
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
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
Pre-built HubSpot KPIs
Browse our extensive library of pre-built HubSpot KPIs or customize and create your own.
The amount of won deals compared to the total opportunities created during a certain period.
Overview of the number of pending meetings you have in a certain period of time.
New subscriptions that have been added recently and that will, therefore, contribute to your MRR.
Total number of meetings a team or employee has already had in the last period measured.
Total number of new clients that your company has welcomed over the last period.
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 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.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
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.
