Dashboards are powerful tools that help professional services firms track performance, manage resources, and make smarter decisions. By bringing all key metrics into one place, these dashboards give real-time updates on operations, finances, and client projects. Here are two examples of exectuive dashboards tailored for CEOs/COOs and CFOs.

Many teams struggle to keep track of performance metrics and make sense of the endless streams of data from various platforms. If you're tired of digging through spreadsheets and dealing with reports that seem outdated as soon as you check them, dashboard reporting is just what you need. This guide walks you through what dashboard reporting is, how it compares to static reporting, and the different types of dashboards available.

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.

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.

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.

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?

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.

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.

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.