Teams | Collaboration | Customer Service | Project Management

We all know HubSpot has some excellent reporting features for visualizing your key sales data. But what happens when you want to create dashboards and reports that visualize data from multiple HubSpot accounts? Can you achieve this in HubSpot? Unfortunately not. But never fear, in this article we’ll explore how you can use Geckoboard to visualize metrics from several HubSpot accounts in a single dashboard.

Any sales team that uses HubSpot will know the CRM produces lots of useful metrics and KPIs. You may want to make the most out of this data by using it to power a custom KPI dashboard, in order to keep your team informed and motivated. Although it’s possible to build custom dashboards within HubSpot itself, there are many instances where you will need a third-party data visualization tool to produce your dashboard.

HubSpot is one of the most popular CRM tools available for sales teams today. Not least, because it both simplifies and automates the sales management process, so teams can focus on what they do best – selling. In this article, we’re going to explore another way you can use HubSpot to make your team more productive – connecting HubSpot to Slack. Integrating HubSpot and Slack will enhance your team communication by allowing real-time updates and notifications directly in Slack channels.

HubSpot is one of the most popular CRM tools on the planet – especially for small and medium-sized businesses who are trying to scale. One of the benefits of HubSpot is the amount of useful sales data it generates. So, it may have occurred to you that if you can make this data more visible or accessible, it will keep your team focused and motivated. A TV dashboard or wallboard can have a powerful effect on a sales team.

Any Sales Director worth their salt knows you need to be on top of your numbers. And if you want your sales team to be successful, you need them to be on top of their numbers too. For many, the single best way of achieving this is with a sales dashboard. A sales dashboard gives you and your team a single view of your most important metrics – so you can access them at a glance.

If you work in a fast-paced business, it’s not hard to see why real-time analytics might be valuable. Being able to analyze live (or near-live) data can help you and your team react faster, and make more informed decisions in the moment. Setting up analytics and reporting systems always has the potential to cause a headache – this is especially true when it comes to working with real-time data.

Even though it’s sometimes seen as an enterprise-level business challenge, operational efficiency is a critical focus area for small to medium businesses (SMBs). Operational efficiency is about your business’s ability to deliver its products or services in an optimized and cost-effective way, minimizing waste and maximizing productivity. As a small business owner navigating growth, one of your biggest priorities has to be achieving operational efficiency.

For many, Excel spreadsheets are a no-nonsense way to keep track of your business KPIs. Whether you want to track company revenue, sales team performance or key marketing indicators, Excel is the go-to tool for many business leaders who want a simple way of monitoring the metrics that matter. However, you may have noticed that Excel is not the most effective way of getting your team to take notice of your KPIs.

Victor Figueroa, Farmers Insurance Agency Owner, was building out a sales call center when he realized his old whiteboard wasn’t quite up to the task. He tells us how switching to a real-time TV dashboard has ignited a competitive fire in his sales team. At the end of summer 2023, Victor had the chance to scale up his office space. He wanted to take this opportunity to expand not only the floor plan of his new office but also the way his team worked.

For many years now, monday.com has been a much-loved task management tool. Monday.com makes it easy to organize your team’s workflow, and stay on top of your deadlines. It also has some excellent dashboard tools you can use to track your teams progress and pull out different metrics and KPIs. However, if you’ve ever tried to display your monday.com dashboards on an office wallboard, you’ll know that these dashboards aren’t built with permanent TV display in mind.