A HubSpot marketing dashboard worth putting on a screen
A marketing dashboard on a screen should answer one question for the people walking past: are we on track this week? Most marketing reports answer a different question, "what happened last quarter?", and belong in a meeting, not on a wall.
Five numbers for the wall
- New leads this week against the weekly goal. One number and a bar.
- Leads by source this month. A short bar chart, so people see what is actually working.
- Meetings or demos booked from marketing. The number sales cares about.
- Email sent last week and its reply or click rate. One line, not a table.
- Website visitors this week against last week. Only if it moves often enough to be interesting.
What to leave off
- Impressions, followers and other numbers nobody can act on.
- Anything that only changes monthly. A wall needs numbers that move.
- Long tables of campaigns. Keep those for a laptop.
Building it in HubSpot
- Create the reports one at a time and save each to a single dashboard.
- Use the same time period on every one, and say which in the title.
- Check each number against a source you trust before it goes on a wall, because everyone will see a wrong one.
Getting it onto a screen
HubSpot's dashboards are built for a laptop. For a TV, see how to put a HubSpot dashboard on an office TV and how to keep it running all day.
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.