How to build a HubSpot dashboard for your weekly team meeting
The best team meeting dashboard answers one question at a time, in the order the conversation goes. If you need to scroll, click or explain a chart, the meeting is already slower than it should be.
The order that works
- Where are we against target? One number and a bar. Everything else is detail.
- What closed since last week? Deals won, by rep.
- What is likely to close next? Deals in the last stages with a close date this month.
- What is stuck? Deals with no activity in two weeks.
- What changed? New deals created and any lost, with reasons.
Rules for the layout
- Six reports at most. If you add one, remove one.
- Use the same time period everywhere, and say what it is in the title.
- Prefer bars and single numbers to tables. Tables are for follow-up, not for the room.
Run the meeting from it
Open it at the start, go top to bottom, and write down only the actions. If a discussion needs a report that isn't there, note it and add it for next week, rather than hunting for it live.
Put it on the wall
A screen showing the same dashboard all week changes how people behave in between meetings. See keeping a HubSpot page running on an office TV.
Where HubDash fits
HubDash is part of Kikaye, a set of small HubSpot apps on one login. See what HubDash does, or read the setup guide.