Get to know the sales dashboard - HubSpot Tutorial

- [Instructor] Over time, as you continue to work with HubSpot CRM, adding new contacts, deals, companies, for example, creating tasks and writing notes, and so on, that activity can be tracked, and you can get a nice bird's-eye view of what's going on in your organization through the dashboard. The dashboard is what we're looking at now, and if you go up to Reports and select Dashboards, you should see the last dashboard you viewed, in my case, the Sales Dashboard. There are two others. Click the drop-down, there's one for Marketing and there's one for Service, but we'll be focusing on the Sales Dashboard. So, give it a click if you're not seeing it now. Down below, you'll see the default reports that show up on the dashboard, and we can pick and choose what shows up on our dashboard, even create dashboards if we upgrade to another version of HubSpot. Right now you can see the lock symbol for the free version. It's something we cannot do here in HubSpot CRM, the free version. So, as we scroll down, if we want a bird's-eye view of what's going on with Team Activity, we can see things like when emails were sent, by whom. You can see down below a little bit further, tasks and notes, and as these begin to grow, you'll see navigation arrows down at the bottom to move through the various dates. We can also choose what's going to appear down below. You can see, I've already changed mine to All time, but click Report settings and change it from, for example, you might be seeing the default Rolling date range, which will always show you a range as you move into the future. So, if it's a month, you'll always see the current day and a month forward. So, if I choose Rolling, I can choose the rolling dates, maybe it is 30 days, and click Save. I might see different results here. Now it's going to look pretty much the same because I haven't been using this for very long. So, you can always come into the Report settings and you'll notice that all of these reports, and that's what they are, reports, that are showing up here on your dashboard have their own settings. There are actions as well for some of these. If you click the drop-down, you might be able to customize, rename some of them. And here's where we go to remove them from the dashboard. If you're not interested in, for example, this one, Sales Performance, you can remove it from the dashboard. We'll be talking about reports a little bit later where I'll show how to add them to the dashboard. We're not going to remove anything from our default dashboard here, we'll just keep scrolling down to see what's included, like Deal Forecast. Again, we can adjust the settings. So, if we wanted to choose a custom date range, we could do that. Click the drop-down or choose All data, and click Save. It'll give us a bird's-eye view of everything that's going on, deals that were won. Here you can see Contract Sent represents 90% of the forecasted amount of $90,000. You can see Decision-Maker brought in. We have some in those stages representing 80%. So, an algorithm is entered to give us this grand total that we see up here based on the likelihood of the deal going through, and it's all based on the stage that we see when we hover over these bars. Kind of cool. You can get a feel for deals closed versus any goals that you've set. It looks like we just have the one here. And scrolling further down, you can track productivity as well, and again, you have your own report settings. You'll see things like emails, the number of emails sent, any notes and tasks that were created. I'm looking at ones all the way through, and we can get a quick view of any of those by clicking the link to get a quick view, and there it is. You can see the date, the associated company, the type, it's a task assigned to, and the details here as well. Hit the Back button to go back to Productivity. So, that's a quick look at the dashboard. You can also export this data if you want to. Clicking the Export button allows you to export it, say, to a PDF, for example. Click the drop-down, could also be exported to a PowerPoint presentation or a ZIP file of images using the PNG extension, and you can choose how that appears, One chart per page. I'm going to leave it at PDF. Multiple charts per page if you prefer, like what we're seeing. And you can see, we can send the dashboard without or with filters if we wanted to. It's kind of cool. Click Cancel, and you'll also notice there's another way to share, from the Share drop-down. You can actually email what we're seeing here on the dashboard by choosing Email now or even creating a recurring email. Let's say you wanted to send an email at the end of every month to give people who are not connected to the dashboard here in HubSpot a look at the dashboard. So, that's another option. Click recurring email, and you can see, we can choose a monthly report, weekly, or a custom report from here as well. I'll click Cancel. That's something you can explore if it's of interest to you. Notice we can also add reports here by clicking the Add report button. We're going to get a look at all of the reports that can be added to our dashboard, but we'll save that for when we go into detail with reports. Let's go to the Back to dashboard link here on the left-hand side where we started.