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By Guest Author
KPIs can be a blessing and a curse. Customer support is–in comparison to many other industries–extremely easy to measure. KPIs provide crucial insights into the customer experience and can provide a lot of direction for you. That said, an overly rigid focus on individual metrics can lead teams to chase numbers at the expense of genuine customer success. The best way to avoid that is by taking a holistic approach.
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By Dale Pearson
Most engaged HubSpot users will have experience using its Dashboard and Reporting Software. Here, users can build dashboards and reports that track their sales pipeline performance, as well as their sales team performance. However, there are some situations where sales leaders find that HubSpot reporting can’t deliver on all their needs. In this article, we’ll explore some alternative ways you can report on HubSpot.
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By Hannah Butcher
Managing a sales pipeline can feel overwhelming without the right insights. Deals are progressing, but without clear data, it’s tough to know what’s working and what’s holding things up. That’s where HubSpot’s sales pipeline reporting comes in. It gives you visibility into every stage of your pipeline, helping you catch issues early and keep your team focused on the most important tasks.
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By Hannah Butcher
When you rely on HubSpot reports for key insights, keeping them up to date is crucial. But ensuring they reflect the latest data isn’t always as easy as it looks. Are your reports refreshing frequently enough? Are they covering the right date ranges? And how do you spot errors before they mislead your team?
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By Hannah Butcher
Managing sales data from different platforms can be challenging, but Geckoboard makes it easy to visualize sales metrics from tools like Aircall, HubSpot, Intercom, and Zapier all in one place. With Geckoboard, you can track these sources on the same sales dashboard or, if it works better for your team, create separate dashboards that focus on specific areas. This flexibility allows you to monitor exactly what you need, whether you prefer a unified view or detailed insights across multiple boards.
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By Hannah Butcher
As a sales manager, your ability to track performance, identify trends, and make data-driven decisions can directly impact your team’s results. You’ve probably already discovered that HubSpot offers a wide range of reporting tools to help you monitor sales activities, assess team performance, and analyze key metrics. But while these tools are powerful, using them effectively requires more than just pulling standard reports.
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By Hannah Butcher
As a sales manager, you need clear, actionable data that helps you make informed decisions. Key performance indicators (KPIs) are essential metrics that keep you on track, and building a dashboard in HubSpot can help you monitor these KPIs efficiently. Let’s get started with a simple dashboard.
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By Hannah Butcher
When it comes to sales, numbers tell the real story. But with so many metrics out there, it’s easy to get lost in the data. That’s where HubSpot comes in; it offers a ton of ways to track your sales performance, but knowing which numbers actually matter can make all the difference. Focusing on the right HubSpot sales metrics gives you a clear path to better decisions, smarter strategies, and more wins.
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By Hannah Butcher
Sales managers often face the challenge of tracking key performance metrics and keeping their teams aligned with sales goals. HubSpot dashboards are a powerful tool to help streamline this process, making the sales pipeline more visible to everyone that needs to see it. Whether you’re new to HubSpot or you’re just looking for a few tips, understanding how dashboards work can transform the way you manage sales performance.
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By Hannah Butcher
Getting your sales pipeline right in HubSpot isn’t just about staying organized; it’s about making sure your data is clear, actionable, and reliable. Without a well-structured pipeline, your reports can become skewed, leading to inaccurate forecasts and missed opportunities for your business. A well-built pipeline helps you to make sure that every deal is tracked properly, giving you a true picture of what’s happening in your sales process.
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By Geckoboard
With Geckoboard’s HubSpot integration, it’s easy to share real-time deal and activity data, leaderboards and other KPIs with your sales team to keep them aware and motivated.
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By Geckoboard
In this video, Dale shows us how to bring together real-time data from HubSpot, LinkedIn & Google Analytics and build a KPI dashboard in 10 minutes. Geckoboard is built for teams who care about data.
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By Geckoboard
With Geckoboard’s Zendesk integration, it’s easy to build real-time dashboards to share with your agents to keep them sharp and motivated throughout the day. Designed for desktop, TV and mobile.
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By Geckoboard
With Geckoboard’s Shopify integration, it’s easy to build real-time dashboards for monitoring store activity, as well as other key data from your marketing channels.
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By Geckoboard
With Geckoboard’s Salesforce integration, it’s easy to build real-time sales dashboards to share with your sales team to keep them sharp and motivated. Designed for desktop, TV and mobile.
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By Geckoboard
With Geckoboard’s Pipedrive integration, it’s easy to share real-time pipeline data, leaderboards and other KPIs with your sales team to keep them aware and motivated.
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By Geckoboard
monday.com users already have access to a fantastic dashboard tool within the product itself. However, if you want to create KPI dashboards that display monday.com data, but also real-time data from other sources such as Salesforce, Zendesk and Shopify, then you will need an additional dashboard solution. This is also the case if you want to create a TV dashboard that displays your monday.com KPIs.
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By Geckoboard
Dale shows us, step-by-step, how you can build an Aircall dashboard using Geckoboard. We also cover some of the ways an Aircall dashbaord can boost your Sales or Customer Service teams.
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By Geckoboard
Dale covers the situations where Customer Service leaders should create a KPI dashboard for their Intercom data. We also explain, step-by-step, how you can build an Intercom dashboard using Geckoboard. Chapter titles.
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By Geckoboard
Dale reviews five different KPI dashboard designs based on real businesses. Find out how you can use KPI dashboards in different situations.
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Achieve more together, whatever your business. A TV dashboard ensures your metrics are front of mind for everyone, focusing teams on what matters now to move the company in the right direction.
No distractions. No unnecessary complexity. No room for misinterpretation. Our visualizations are designed with one thing in mind: to make your most important metrics clear and easy-to-understand. Build a TV dashboard in minutes using a drag-and-drop interface that makes setup and visualization changes so simple anyone can do it.
Bring Any Metric Into Geckoboard:
- 60+ pre-built integrations: Pull live metrics from popular business tools into Geckoboard without any technical know-how.
- Powerful Spreadsheet Integration: Effortlessly turn data tracked in a Google Sheet or Excel file into live visualizations.
- Flexible Datasets API: Visualize metrics from databases, in-house systems and third-party software.
A different KPI dashboard, for whatever you do. There’s no ‘one dashboard fits all’ with Geckoboard. Our software makes it really easy for you to tailor TV dashboards for your team.