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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.

HubSpot Dashboard for Marketing Emails
HubSpot
+
Plecto

Category

Marketing

Partner website

www.hubspot.com

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

Create real-time HubSpot dashboard with Plecto

Visualizing your HubSpot data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important activities, KPIs, and business metrics.

Create a fully customized HubSpot dashboard for your needs with Plecto. Whether that is support, sales, marketing, customer relationships or anything else, Plecto can add value to your HubSpot data with meaningful visualizations.

Display your data on a wide variety of widgets, including graphs and speed-o-meters, and use conditional colours to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.

Plecto also gives you the most complete overview of your email marketing performance by importing your data automatically from Hubspot.

Take your dashboard to the next level, and combine your HubSpot data with services like Salesforce, Aircall, and hundreds more. With Plecto's integration to HubSpot, you are able to create, edit, iterate and display focused HubSpot dashboards. The options are endless. You can display your HubSpot dashboards on TV screens across your office, on your computer or access them from your device thanks to our iOS and Android app.

What types of data can you import from HubSpot?

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
Every 2m

Default member field
hubspot_owner_id

Default date field
addedAt

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Companies

Update frequency
Every 2m

Default member field
hubspot_owner_id

Default date field
createdate

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Deals

Update frequency
Every 2m

Default member field
hubspot_owner_id

Default date field
createdate

Supports custom fields?
Yes

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

Emails

Update frequency
Every 2m

Default member field
ownerId

Default date field
createdAt

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.

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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.

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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.

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