HubSpot dashboards for CEOs
Learn how HubSpot dashboards for CEO are used.
As a CEO, it’s important to have a broad overview of your company’s performance. HubSpot dashboards provide an easy way to see how your website is doing regarding traffic, leads generated, and customers acquired.
Additionally, the dashboards can show you how your team performs in marketing, sales, and customer service.
Using the data on HubSpot dashboards lets you make decisions that will help your company grow and succeed.
What sales reports does the CEO want?
CEO wants sales reports that sync with all the company data. Remember using an Excel spreadsheet?
HubSpot dashboards are a great way for CEOs to get an overview of their company’s performance. Using the different types of data that HubSpot dashboards provide, CEOs can make decisions that will help their companies grow and succeed.
What are HubSpot dashboards, and what do they show CEOs?
HubSpot dashboards are web-based tools that give users an overview of their company’s performance.
The dashboards can be customized to show different types of data, including website traffic, leads generated, customers acquired, marketing performance, sales performance, and customer service performance.
The data on HubSpot dashboards is updated in real time, so CEOs can always see the most up-to-date information about their company.
How to create a HubSpot dashboard
Creating a HubSpot dashboard is easy and only takes a few minutes. First, log in to your HubSpot account and click the “Dashboards tab.
Then, click on the “Create dashboard” button.
Enter a name for your dashboard and select the type of data you want to include.
Finally, click the “Create dashboard” button to save your changes.
How to get started with using HubSpot dashboards
If you’re interested in using HubSpot reporting for your company, the best place to start is by creating a free account.
Once you have an account, you can customize your dashboard and add data. If you need help, many resources are available, including tutorials, support forums, and online help documentation.
As a CEO, it’s important to have a broad overview of your company’s performance. Dashboard HubSpot can provide this overview by showing data about website traffic, leads generated, and customers acquired.
Additionally, the dashboards can show how the team performs in marketing, sales, and customer service. This data can be used to make decisions for your company and improve your performance over time. 10 Most In-Demand Types of SEO Services to Focus On in 2025
The different types of data that can be shown on HubSpot dashboards
Many different types of data can be shown on HubSpot CRM enterprise dashboards.
1. Marketing Dashboard Metrics
Lead Generation
- New contacts by source (organic, paid, referral, direct)
- Form submissions by landing page
- MQLs (Marketing Qualified Leads) created
- Conversion rates (visits to leads, leads to MQLs)
- CTA click-through rate
Email Marketing
- Email open rate
- Email click rate
- Bounce rate/unsubscribe rate
- Email performance by campaign
Website & SEO
- Page views by URL
- Blog performance (views, CTA clicks)
- Keyword rankings (via HubSpot + integrations)
- Session sources (organic search, direct, social)
Campaign Performance
- Leads and contacts influenced per campaign
- ROI per marketing campaign
- Multi-touch attribution reports
2. Sales Dashboard Metrics
Pipeline & Deals
- Deals created by stage
- Deal forecast by close date
- Deal value by owner or team
- Average deal size
- Win/loss ratio
Sales Productivity
- Calls, meetings, and emails logged
- Sales rep activity vs. quota
- Contact response rate
- Time to first contact
Lead & Opportunity Management
- New SQLs (Sales Qualified Leads)
- Lead response time
- Lifecycle stage funnel
- Lead scoring distribution
3. Customer Service Dashboard Metrics
Ticket Management
- Tickets by pipeline/stage
- Average ticket resolution time
- Number of tickets closed by rep
- Ticket response SLA tracking
Customer Satisfaction
- CSAT score (via surveys)
- NPS (Net Promoter Score)
- Customer feedback trends over time
4. Company Performance & Executive Dashboards
Revenue Metrics
- Closed revenue by month/quarter
- Revenue vs. forecast
- Revenue by product/service line
Cross-Functional KPIs
- Funnel conversion by lifecycle stage
- Marketing to Sales lead handoff time
- Cost per acquisition (CPA)
- Customer acquisition cost (CAC)
- Customer lifetime value (LTV)
5. Custom Data & Integrations
From Integrations or Custom Objects
- Subscription renewals (from Stripe, Chargebee)
- Product usage data (via API)
- Custom object reports (e.g., assets, events)
- ABM insights (from LinkedIn Ads, Clearbit, ZoomInfo)
- Chatbot performance and conversation logs
Common Visualizations
- Bar and column charts
- Pie charts
- Table views
- Summary KPIs
- Funnels and conversion paths
- Line charts (time series)
- Heat maps
HubSpot dashboards can also be customized to show CEOs any other important data.
How to use the data on HubSpot dashboards to make decisions for your company
The data on HubSpot dashboards can be used to make various decisions for your company.
For example, the data can determine where to allocate your marketing budget, which products or services are selling well, and how to improve customer service. Additionally, the data can also identify trends and patterns over time. AI Agentic Systems for Marketing Healthcare Organizations
Additional features of HubSpot dashboards that can be useful for CEOs
In addition to the data on HubSpot dashboards, several other features can be useful for CEOs.
For example, HubSpot dashboards allow users to create custom reports, set goals, and track progress over time. Users can also share their dashboards with other users and collaborate on projects.
Tips for Interpreting the Data on HubSpot Dashboards
When interpreting the data on HubSpot dashboards, keeping a few things in mind is important.
Interpreting data on HubSpot dashboards effectively requires strategic thinking, context awareness, and familiarity with your business goals. Dashboards are only valuable when the data is actionable, not just accessible. Here are several tips to help you draw meaningful insights from your HubSpot dashboards.
Start by aligning your dashboard metrics with your company’s KPIs. Whether you’re focused on revenue growth, customer acquisition, or retention, each metric should support a measurable business outcome. Avoid getting distracted by vanity metrics like social likes or email open rates unless they directly influence your sales pipeline or customer experience.
Context is critical when evaluating dashboard data. Look at trends over time rather than isolated numbers. For example, a single dip in web traffic isn’t as concerning if the three-month trend still shows growth. Use time filters to compare current performance to previous periods and uncover seasonal patterns or campaign-driven spikes.
Segment your data for clarity. HubSpot dashboards allow you to filter by lifecycle stage, deal owner, contact source, and more. Breaking down data by key segments can reveal which channels or personas are underperforming or exceeding expectations. This segmentation can inform better marketing spend, sales assignments, or service workflows.
Focus on correlations and cause-and-effect relationships. A rising number of form submissions might seem like a win, but if lead quality falls, you may need to reassess your targeting or content. Pair metrics like traffic, conversion rate, and deal stage progression to get a full picture of performance, not just isolated wins.
Visualizations matter. Choose the right chart type to make insights easy to grasp. Line charts work well for trends, while pie charts can show distribution across segments. Limit the number of data points in a single widget to avoid cluttered views.
Finally, make it a habit to review dashboards regularly—weekly for sales and marketing leaders and monthly for executive teams. Encourage your team to ask, “What action can we take based on this data?” Turning insight into action transforms dashboards from reporting tools into growth engines.
Remember that the data is only as accurate as the information entered into the system. Second, remember that the data can be interpreted in different ways and that there is no one “right” way to interpret it. Finally, remember to use your best judgment when making decisions based on the data.
Examples of how real-world companies have used HubSpot dashboards
Many companies have found success by using HubSpot dashboards to track their performance.
For example, one company used HubSpot dashboards to track its website traffic and found that it could increase its traffic by 25% after making some changes to its website.
Another company used HubSpot dashboards to track their sales performance and found that they could increase their sales by 15% after implementing some of the recommendations from the dashboard.
What is the difference between reporting and analytics in Hubspot
Reporting and analytics are two important aspects of HubSpot that help businesses track their performance. Reporting compiles and presents data concisely, while analytics examines data to identify trends and patterns.
HubSpot reporting is a valuable tool for CEOs because it lets them understand how their company performs quickly. Additionally, reporting can be used to track progress over time. The data in reports can help decide where to allocate resources and improve performance.
Analytics is also valuable for CEOs because it allows them to understand how customers interact with their companies. Additionally, analytics can identify areas where the company could improve its marketing, sales, and customer service efforts.
Both reporting and analytics are important tools for CEOs who want to improve their company’s performance. By understanding the data, CEOs can make better decisions about where to allocate resources and how to improve their marketing, sales, and customer service efforts.
What is the Reporting library in HubSpot?
Reporting library HubSpot is a tool that allows users to compile data and present it concisely. The reporting library can create reports about website traffic, leads generated, and customers acquired. The HubSpot reporting dashboards library can also track progress over time with HubSpot dashboard templates.
The data in the reporting library can help decide where to allocate resources and improve performance.
A reporting library is valuable for CEOs who want to understand their company’s performance. By using the reporting library, CEOs can quickly understand how their company is performing and track progress over time by using reporting library.
What type of report or analytics is best suited for each industry?
Reporting library Hubspot allows users to concisely compile and present data from various sources.
The reporting library can create reports about website traffic, leads generated, and customers acquired.
Additionally, the reporting library can also track progress over time. The data in the reporting library can help decide where to allocate resources and improve performance.
A reporting library is valuable for CEOs who want to understand their company’s performance. CEOs can quickly assess their company’s performance and track progress over time using the library.
Conclusion
As a CEO, getting an overview of your company’s performance can be difficult. HubSpot dashboards provide this valuable information and make decision-making easier for CEOs by showing data about website traffic, leads generated, and customers acquired.
I love the HubSpot filter dashboard to drill down into our HubSpot KPI dashboard.
The dashboard also shows how the team is performing in marketing, sales, and customer service, which provides another vantage point for CEOs to ensure their business is on track for success.
It may take some time to customize your dashboards, but once they are set up, you can access useful reports that can help you understand where your company stands at any moment.
How Matrix Marketing Group can help with using HubSpot dashboards as a CEO
Matrix Marketing Group provides various professional services to help companies improve performance. These include website design, search engine optimization, social media management, HubSpot implementation, and technology support for front office processes. We can also help with HubSpot reports and dashboards, so your report is at your fingertips.
General FAQs
What is the Reporting library in HubSpot?
Reporting library HubSpot is a tool that allows users to compile data and present it concisely. The library can create reports about website traffic, leads generated, and customers acquired. Additionally, it can track progress over time.
What type of report or analytics is best suited for each industry?
The HubSpot reporting library is a tool for many industries. CEOs can use it to create reports about website traffic, leads generated, and customers acquired. The library can also track progress over time.
Does the reporting library have to be customized before reports can be built and shared?
Yes, the HubSpot report library must first be customized to build and share reports. However, doing so is relatively easy and only takes a few minutes. After the reporting library is customized, users will have access to useful data that can help them better understand their company.
Where do I find help for the HubSpot dashboard setup?
Matrix Marketing Group provides various professional services to help companies improve performance. These include website design, search engine optimization, social media management, HubSpot implementation, and technology support for front office processes.
