A right dashboard can make all the difference in HubSpot, especially when it comes to tracking performance, user behaviour, or measuring the effectiveness of a marketing campaign. It can be a powerful way to analyse the performance of your strategies and to get deeper insights into consumer behaviour.
However, not everyone who utilises these insights, or who requires a custom HubSpot dashboard, is a techwhiz. Anyone ranging from a sales manager to a marketing manager could need a HubSpot reporting dashboard, and may not have the time or resources to dive deep into the complexities of coding. That’s exactly where HubSpot’s customizable dashboards come into the picture, offering various non-tech business managers a chance to build a tailored Hubspot CRM dashboard.
In this blog, we will look at different ways in which a non-technical person can design custom dashboards in HubSpot in the easiest way, but first let's try to understand why making a custom dashboard is so important.
Dashboards in HubSpot act as the central hub for managing all the activities and keeping track of key metrics. Whether you are a marketer or a sales manager, with a well designed customer HubSpot dashboard, you can get more granular and tailored insights, using which you can guide your teams efficiently.
No matter what your key requirements are, you can easily customize a HubSpot dashboard to your liking and manage everything from marketing analytics to sales performance, customer engagement, and customer service data efficiently.
A well designed HubSpot dashboard could also help you identify trends and spot opportunities or challenges in time. This way, you get to make data-driven decisions and empower yourself and your team to act based on the insights presented.
While Hubspot is well known to offer user friendly dashboards and interface, the dashboard building tools can sometimes feel a bit intimidating to new or non-technical users. For this, you first need to understand the key features of a HubSpot dashboard.
HubSpot is a user-friendly platform with an intuitive interface designed to be easily accessible for marketers and non-technical users. So, in order to be able to customize your dashboard for maximum value, you first need to understand its key features.
Now that you know something about the features of HubSpot dashboards, let's look at some tried and tested tricks for building a HubSpot dashboard, simplified for non-technical users.
Before you jump on to making a custom dashboard, ask yourself a simple question - Why do you need a custom dashboard? Is it to track your sales performance? Or to judge the effectiveness of your marketing campaigns? When you have the answer to this question, you will gain better clarity on -
Since HubSpot offers several pre-built templates for varied needs, you can choose the one that best fits your business and reporting needs. HubSpot offers dashboards such as the Marketing Dashboards for campaign performance, lead generation, etc., the Sales Dashboard for revenue forecasting, the Customer Service Dashboard for responding to customer queries and ticket status, and much more.
You can start with one of these and modify it as per your requirements.
Another great option is to start from scratch, for which you need to navigate to the “Reports” menu in the menu bar and select “Dashboards”. Then, click on the “Create Dashboards” button which will help you with a basic layout that can be customised as per your requirements. You can choose and tailor everything from widgets to data sources and more.
Once you have created a new dashboard or selected one from the pre-built templates, you can start adding the actual reports. HubSpot allows users to create custom reports by pulling data from different sources within the ecosystem. All you need to do is -
Navigate to the “Reports” section > Click on “Create Custom Report”.
Now you can begin creating reports by selecting the data sources, defining filters, and setting up the metrics.
HubSpot offers a number of widgets that can be added, removed, or rearranged as per user requirements. These widgets act as the building blocks of your dashboard, helping you display data clearly and more effectively.
Users can choose from a variety of widgets such as Bar Charts, Line Graphs, Pie Charts, Tables, and more.
Customizing the visual elements of your HubSpot dashboard is pretty simple and doesn’t require any coding knowledge. You can easily change the color scheme of your graphs and tables, adjust the time frame of the data, use filters to focus on specific data points, and much more. All of this doesn’t require writing complex queries and you can easily make your reports visually appealing with simple tweaks.
Now that you have customized your dashboard with reports, widgets, visual elements, and tables, it's time to refine it further by adding the necessary filters and alerts. Filters and alerts are essential for keeping your data focused and timely. A custom report builder HubSpot allows users to set up custom filters that focus on particular campaigns, regions, or product lines, and create alerts for situations such as a certain metric reaching a particular threshold, a deal clearing a certain stage, or when your website traffic spikes.
Once you have customized your entire HubSpot marketing dashboard, you can easily share it with the relevant stakeholders. HubSpot allows users to grant different access levels to team members and automate regular updates so that everyone stays informed even when they’re not logged into HubSpot.
While HubSpot is a fairly easy platform to navigate and use, there are certain things that you need to keep in mind while making a custom dashboard -
Designing a customer HubSpot dashboard is an extremely powerful method for analyzing and monitoring the performance of various business verticals, including sales, marketing, customer support, and more. It not only allows you to make data-driven decisions but also helps in mitigating challenges before they cause significant damage to your business. HubSpot dashboards can significantly improve how you track and measure business performance, even without a technical background.
All you need to do is understand your goals, your team’s needs, and make the most use of the available functionalities to create dashboards that give you and your team the insights you need to succeed. Or, you could simply reach out to us at Amwhiz, and we will help you create stunning and feature-rich dashboards that help you make smarter business decisions.