Key Takeaways
- HubSpot dashboards transform sales management from reactive to proactive, helping you make faster, data-driven decisions.
- Tracking leading indicators, like calls, meetings, and follow-ups, lets you see problems early—before they impact revenue.
- Funnel and lead journey reports in HubSpot reveal where deals stall and which reps or stages need coaching.
- Use HubSpot’s AI and forecasting tools to analyze trends, identify risks, and automate reporting.
- A single “Revenue Command Center” dashboard gives executives a real-time view of pipeline coverage, deal velocity, and sales performance.
- Reviewing HubSpot dashboards weekly builds accountability, improves sales coaching, and helps your team achieve sales goals faster.
- KLA Group helps companies build and optimize HubSpot dashboards that connect activity, conversion, and coaching to measurable results.
How HubSpot Dashboards Help You Achieve Sales Goals Faster
HubSpot CRM dashboards transform sales management from reactive to proactive. By tracking the right leading indicators, identifying pipeline gaps early, and leveraging automation and AI, you drive revenue. Whether you’re scaling your team or refining your sales process, these HubSpot dashboards give you the clarity and momentum to hit goals faster without adding more administrative work.
Here’s how to turn performance metrics into revenue.
Why You Need More Than Sales Goals
You need more than sales goals because goals alone don’t drive performance—HubSpot dashboards, visibility, and data do.
Setting sales goals is easy. Hitting them consistently? That’s where most teams fall short. That means they’re not operating at full strength. Too many business owners I speak with are still managing sales performance through spreadsheets and pipeline guesswork.
Without clear, real-time insights into what’s actually happening in your sales process, goals become numbers on a page instead of a roadmap to results.
How HubSpot Turns Sales Goals Into Action
Here’s how HubSpot helps you hit your sales goals faster: Use dashboards to track metrics, forecast deals, measure pipeline health, and automate next steps. With HubSpot CRM, you get full visibility into performance and the tools to fix what’s broken before it costs you revenue.
With the right dashboards and reports inside HubSpot, you can:
- See where your revenue gaps are
- Understand what’s working (and what isn’t)
- Optimize performance in real time, not after the quarter’s over.
Let’s look at how to use HubSpot dashboards to turn those insights into action and achieve your sales goals faster—just like having a GPS for your sales plan.
HubSpot Dashboards: Your Sales Plan in Action
Your team’s sales goal is your destination, and HubSpot dashboards are your GPS. They give you the information you need to coach and guide your sales team to higher performance and plan delivery staffing. Here are the exact dashboard elements high-performing teams use to achieve their goals.
1. What Metrics Should You Track in HubSpot To Hit Sales Goals?
HubSpot dashboards allow you to track daily sales activity, proposal volume, and lead engagement, giving you visibility into the sales behaviors that drive revenue.
Most business owners focus only on closed deals, but those are lagging indicators. HubSpot makes it easy to track the leading indicators that move opportunities forward: calls made, emails sent, meetings booked, and follow-ups completed.
HubSpot lets you visualize the leading indicators that signal whether you’re on track or behind.
Add these KPI widgets to your HubSpot sales dashboard:
- Calls logged per rep
- New meetings booked this week
- First-time appointments set
- Sales-qualified leads created
- Opportunity stage conversion rates
- Time in stage (per deal)
These metrics are already available in HubSpot and can be pulled into a single dashboard. No spreadsheet is required.
Try it with a free HubSpot CRM account
These are just some of the metrics you should—and can—track in HubSpot. For others to add, see The Critical 15 Sales Metrics to Monitor. It’s packed with additional metrics and strategies that pair perfectly with your HubSpot dashboards.
2. How Can You Use HubSpot To Identify Pipeline Leaks?
Funnel reports in HubSpot show where leads stall or drop off, so you can identify and correct pipeline issues early and increase conversion.
If you’re not converting SQLs to opportunities, or proposals to closed-won, you have a funnel problem. HubSpot’s reporting tools make these gaps visible in real time.
In your dashboard, include:
- Funnel Conversion Reports (e.g. MQL → SQL → Opportunity)
- Deal Stage Duration to identify bottlenecks
- Stalled Deals (e.g. no activity in 10+ days)
Forecasting is built into HubSpot Sales Hub, making it simple to filter by team, product line, region, or time period.
3. How Can HubSpot Lead Journey Reports Help You Stay on Target?
Lead Journey reports let you see whether you’re on pace to hit your number and which deals are likely to slip.
When opportunities stall, it’s usually because activity dropped before you or your salesperson noticed.
HubSpot’s activity reporting shows what your reps are doing and what they’re not:
- Calls and emails per sales rep
- Contacted versus not-contacted leads
- Tasks completed versus overdue
- Open tasks by sales rep
4. Measure Conversion at Every Stage of the Funnel
One of the most powerful capabilities of HubSpot CRM is the ability to track conversion rates from:
- MQL → SQL
- SQL → Opportunity
- Opportunity → Closed/Won
Build a funnel report in your custom dashboard to uncover where opportunities drop off. HubSpot visualizes this clearly, and you can filter by salesperson, industry, or campaign source.
If you have reps who are missing conversion goals, this is a critical report.
Spot Revenue Gaps Before They Become Problems
HubSpot dashboards can help you monitor your revenue health across the entire sales organization. After analyzing your funnel conversion rates, take the next step and connect those insights to your total pipeline performance.
Use HubSpot’s revenue and deal forecasting tools to see:
- How much pipeline coverage your team has compared to your goals
- Whether revenue is evenly distributed or overly dependent on a few large deals
- Which reps, industries, or regions are trending up or falling behind.
These insights help you take action early, train and coach strategically, and rebalance your sales team before a slow quarter surprises you.
5. Build a “Revenue Command Center” Dashboard
Your executive team doesn’t need 12 different dashboards. They need one dashboard with:
- Monthly recurring revenue (MRR)
- Closed-won revenue (by rep)
- Pipeline coverage ratio
- Average deal size
- Sales velocity.
This is your Revenue Command Center, and it’s fully buildable in HubSpot CRM using custom reports and calculated properties.
Pro Tip: Use HubSpot AI To Accelerate Every Step
AI makes your dashboards even more powerful.
Use HubSpot’s AI tools to:
- Summarize sales notes
- Draft follow-up emails
- Recommend next actions based on deal history
- Identify pipeline risks through predictive deal scoring.
You can even use AI to generate dashboard summaries to share with your leadership team automatically.
Why Should You Review Dashboards With Your Team Weekly?
Here’s what happens when you build these dashboards and workflows in HubSpot and review them weekly:
- Your sales team stops guessing. They see exactly where they need to focus their attention.
- You spot pipeline risk before it’s a problem. Now you know who and what to coach.
- You increase rep accountability without micromanaging. Review the dashboards in your weekly sales meeting as a matter of practice. Sales reps begin to expect you to discuss concerns and roadblocks.
- You scale sales activity without increasing administrative tasks. When you focus on sales activity and deals regularly, things stop falling through the cracks.
With sales dashboards you’re not just tracking revenue. You’re driving it.
Example: From $350K in Stalled Deals to $1.2M Closed
One KLA Group client, a B2B professional services firm, had $350,000 in stuck deals across three reps.
We helped them implement a dashboard in HubSpot showing:
- Opportunity time in stage
- Last activity date
- Conversion rate by salesperson.
Then, we built automated task workflows to prompt the next steps for reps.
This is the power of aligning goals, dashboards, and workflows inside HubSpot CRM.
Ready To Achieve Your Sales Goals Faster?
HubSpot isn’t just a CRM or a marketing tool. It’s a sales performance engine in your revenue generating system.
With custom dashboards, sales automation, and real-time reporting, you’ll finally be able to:
- See what’s working and repeat it
- Fix what’s broken
- Hit your goals, confidently and faster.
Use this article as a guide and step up your dashboards so you have the data you need to effectively manage sales.
If you aren’t using HubSpot CRM, get started free today and see how dashboards can improve your sales results.
Create your free HubSpot account here »
If you want help with HubSpot dashboards, from defining what to include and set up to analyzing what they’re telling you, contact us.
FAQs: HubSpot for Sales Performance
Q: What’s the best dashboard to build first in HubSpot CRM?
A: Start with a pipeline health dashboard in HubSpot CRM that shows total pipeline, coverage ratio, conversion rates, and deal velocity. It gives you a complete picture of your team’s activity and progress. At KLA Group, this is always the first dashboard we help clients set up, because it delivers immediate clarity on where deals are stalling.
Q: How can HubSpot dashboards help my team achieve sales goals faster?
A: HubSpot dashboards turn sales data into real-time insights so your team can focus on the actions that drive results. Many KLA Group clients use them to identify pipeline gaps, coach effectively, and achieve their sales goals faster.
Q: How many dashboards can I create in HubSpot?
A: With a free HubSpot CRM account, you can build up to three dashboards. HubSpot Sales Hub Pro and Enterprise tiers allow many more, plus advanced filtering and custom reporting options.
Q: Can I connect marketing campaigns to sales dashboards?
A: Yes. HubSpot’s built-in Campaigns and Attribution Reports let you see how marketing efforts directly influence deals and revenue. Many KLA Group clients use these reports to align marketing and sales teams inside HubSpot for better pipeline visibility.
Q: How does AI help in HubSpot CRM?
A: HubSpot AI works alongside your dashboards to save time and improve accuracy. It can recommend next actions, summarize call notes, draft follow-up emails, and even predict deal outcomes. When combined with your HubSpot dashboards, it gives your team the insights and automation needed to act faster and sell smarter.
Q: Can I use these dashboards for team coaching?
A: Absolutely. HubSpot dashboards are ideal for sales coaching and accountability. Many of our KLA Group clients use shared dashboards during weekly team check-ins to review performance, discuss challenges, and identify training opportunities. It’s one of the simplest ways to turn data into action.
Q: How often should dashboards be reviewed?
A: Review key HubSpot dashboards daily, or at least weekly, in your sales meetings. HubSpot makes it easy to automate updates with email summaries or scheduled reports, so you always know where your team stands.
Q: Are these dashboards available on all HubSpot plans?
A: Basic dashboards are included in the free version of HubSpot CRM, while advanced reporting and AI-powered analytics are part of HubSpot Sales Hub Pro and Enterprise. If you’re not sure which features you need, KLA Group can help you evaluate your goals and choose the right HubSpot plan for your sales team.
About Kendra Lee
Revenue generator and founder of KLA Group, Kendra Lee helps small and mid-sized companies grow revenue by getting seen, getting heard, and getting traction—with sales, marketing, and AI strategies that cut through the noise. She’s the author of The Sales Magnet, with her third book, Building a Revenue Generating Engine, coming January 2026.
Affiliate Disclosure: Some of the links on this page are affiliate links. If you click through and make a purchase or sign up for HubSpot products, KLA Group may receive a commission at no extra cost to you. We recommend only those products and services we truly believe will add value to your business.
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