15 Essential HubSpot Dashboards for RevOps & GTM Teams

Tired of HubSpot’s limited reporting? These 15 spreadsheet dashboards deliver what native tools can’t—real-time insights that drive decisions. 

By connecting your CRM data to spreadsheets, you’ll track crucial KPIs, spot trends faster, and hit goals consistently—all without manual updates. 

Ready to transform your data into action? Let’s dive in.

Benefits of building HubSpot dashboards in spreadsheets

Before diving into the top dashboards, let’s understand why building HubSpot dashboards in spreadsheets with Coefficient makes sense:

• Live data sync: Automatically pull and refresh HubSpot data in your spreadsheets
• Flexible analysis: Combine data from multiple sources to create custom insights
• No coding required: Build powerful dashboards using familiar spreadsheet skills
• Automated updates: Schedule refreshes to keep dashboards current without manual work
• Easy sharing: Share insights with stakeholders via spreadsheets, Slack, or email
• Custom visualization: Create exactly the charts and reports you need
• Embed anywhere: Publish interactive charts directly into HubSpot dashboards

15 Must Track HubSpot Dashboards in 2025

1. HubSpot MRR dashboard

The HubSpot MRR Dashboard gives SaaS and PLG companies a 360° view of recurring revenue metrics. It’s designed specifically for businesses that need clear visibility into their subscription economics.

Use case: Track subscription business health by monitoring current MRR/ARR, customer counts, and churn patterns. Instantly identify concerning trends in customer retention and take action before they impact bottom-line results.

Metrics tracked:

• Current MRR/ARR values
• Total customer (logo) count
• Churn rate
• Net churn rate
• Net revenue retention
• Deal downgrades
• Customer churn reasons

Get the HubSpot MRR Dashboard Template →

2. Pipeline analysis report

The Pipeline Analysis Report helps sales teams understand core operations metrics and celebrate year-over-year growth. It provides complete visibility into your sales funnel performance.

Use case: Sales leaders can identify bottlenecks in the sales process, understand conversion rates at each stage, and make data-backed decisions on where to focus coaching efforts. The dashboard makes comparing monthly results for pipeline creation, win rates, and sales velocity simple.

Metrics tracked:

• Pipeline creation trends
• Sales conversion rates
• Sales velocity
• Average deal age
• Average deal size
• Team performance comparisons
• Deal type analysis

Get the Pipeline Analysis Dashboard Template →

3. Sales leaderboard template

Drive performance and foster healthy competition with a sales leaderboard that keeps the wins coming. This dashboard visualizes individual and team performance across key metrics.

Use case: Create a high-performance sales culture by recognizing top performers and identifying coaching opportunities. The dashboard helps sales managers understand which reps excel in different areas of the sales process.

Metrics tracked:

• Revenue by rep/team
• Deals created
• Win rates
• Sales cycle length
• Pipeline generation
• Optional activity tracking (meetings, emails, calls)

Get the Sales Leaderboard Template →

4. Marketing dashboard

Track demand gen performance and fill your pipeline with actionable campaign insights. This comprehensive marketing dashboard gives you full visibility into your funnel performance.

Use case: Marketing leaders can track leads moving through the funnel, monitor progress against weekly and monthly goals, and understand how marketing efforts are impacting pipeline creation and sales.

Metrics tracked:

• Lead generation by channel
• Sales Accepted Leads (SAL) vs. goals
• Sales Qualified Leads (SQL) vs. goals
• Opportunity creation and aging
• Campaign performance metrics
• Marketing-sourced pipeline and revenue

Get the Marketing Dashboard Template →

5. Sales accounts dashboard

Create a command center for your accounts with this comprehensive dashboard that provides side-by-side comparison of customer accounts and their activity.

Use case: Account managers can identify expansion opportunities, monitor account health, and spot at-risk customers before they churn. The dashboard helps prioritize accounts based on activity levels and sales potential.

Metrics tracked:

• Account activity timeline
• Open opportunities by account
• Closed-won/lost history
• Lapsed account identification
• Account contacts and owners
• Historical performance by account

Get the Sales Accounts Dashboard Template →

6. Win-loss analysis

Maximize wins, cut losses, and accelerate revenue growth with this win-loss template. Understand conversion rates across all sales units and reps.

Use case: Sales leaders can identify patterns in won and lost deals to refine sales strategy, messaging, and positioning. The dashboard helps teams double down on winning approaches and quickly pivot from losing strategies.

Metrics tracked:

• Win rates by rep/team
• Win rate trends over time
• Recently lost opportunities list
• Loss reasons analysis
• Performance comparison across teams
• Deal stage conversion rates

Get the Win-Loss Analysis Template →

7. Customer health dashboard

Gain proactive insight into customer behavior and satisfaction with this powerful customer health dashboard. Integrate critical health metrics directly into your business strategy.

Use case: Customer success teams can identify at-risk accounts before they churn, recognize expansion opportunities, and prioritize accounts needing attention. The dashboard provides early warning signals of customer dissatisfaction.

Metrics tracked:

• Customer health score
• Net Promoter Score (NPS)
• Contract value assessment
• Churn risk indicators
• Customer engagement levels
• Account activity metrics

Get the Customer Health Dashboard Template →

8. Sales manager dashboard

This comprehensive sales dashboard gives managers accurate, real-time performance data to make smart decisions. The template syncs automatically with live HubSpot CRM data.

Use case: Sales managers can track team and individual performance, monitor progress toward targets, and identify coaching opportunities. The dashboard creates a single source of truth for all sales metrics.

Metrics tracked:

• Deal pipeline by stage
• Sales targets vs. actual revenue
• Conversion rates
• Lead-to-customer trends
• Average deal size
• Sales cycle length
• Win rates
• Lost deal analysis
• Customer acquisition cost (CAC)
• Revenue per rep

Get the Sales Manager Dashboard Template →

9. Paid ads dashboard

Track paid ad performance and understand how campaigns influence pipeline with this comprehensive advertising dashboard.

Use case: Marketing teams can optimize ad spend by identifying which campaigns generate quality leads that convert to opportunities. The dashboard helps marketers make data-driven budget allocation decisions.

Metrics tracked:

• Campaign performance metrics (spend, CTR, cost per lead)
• Sales Accepted Leads vs. goals
• Sales Qualified Leads vs. goals
• Opportunity creation from paid channels
• Deal stage and cycle time for paid-sourced opportunities

Get the Paid Ads Dashboard Template →

10. Event marketing dashboard

Understand how your events are influencing pipeline with this comprehensive event marketing dashboard.

Use case: Event marketers can track the ROI of event investments by monitoring lead generation, conversion rates, and pipeline influence. The dashboard helps optimize event strategy and budget allocation.

Metrics tracked:

• Event budget and performance
• Leads generated per event
• Cost per lead by event
• Sales Accepted Leads vs. goals
• Sales Qualified Leads vs. goals
• Opportunity creation from events
• Deal stage and aging for event-sourced opportunities

Get the Event Marketing Dashboard Template →

11. Pipeline creation dashboard

Get a 360° view of pipeline creation to help smash sales goals. Visualize key pipeline metrics by day, week, or month to adjust prospecting tactics effectively.

Use case: Sales leaders can monitor pipeline generation efforts, identify trends, and ensure enough opportunities are being created to hit revenue targets. The dashboard helps spot pipeline shortfalls early.

Metrics tracked:

• Pipeline creation by rep/team
• Opportunity type breakdown
• Industry and segment analysis
• Deal stage distribution
• Source attribution
• Win rate analysis
• Closed won/lost opportunities

Get the Pipeline Creation Dashboard Template →

12. CMO dashboard

This comprehensive dashboard gives marketing executives instant access to the insights needed to optimize strategy and drive growth.

Use case: CMOs can track key marketing metrics across the funnel without juggling multiple data sources. The dashboard provides visibility into marketing’s contribution to revenue and ROI of various channels.

Metrics tracked:

• Users, leads, MQLs, SQLs, and customers
• Cost per lead, MQL, SQL, and customer
• Channel performance comparison
• Campaign effectiveness
• Funnel conversion rates
• Marketing-sourced revenue
• ROI by channel and campaign

Get the CMO Dashboard Template →

13. Sales to target report

Combine CRM data from HubSpot with sales targets typically stored in spreadsheets to create a complete performance tracking dashboard.

Use case: Sales managers can easily track progress against targets at the team and individual levels. The dashboard helps identify if the current pipeline is sufficient to hit future goals.

Metrics tracked:

• Monthly/quarterly targets by rep/team
• Actual performance vs. targets
• Gap analysis
• Pipeline coverage ratio
• Forecast accuracy
• Performance trends over time

Get the Sales to Target Dashboard Template →

14. Sales opportunity dashboard

Track opportunities from first touch to final close with this comprehensive sales dashboard that combines funnel analysis with performance targets.

Use case: Sales teams can control their destiny by monitoring their opportunity pipeline, tracking progress toward quotas, and identifying deals needing attention. The dashboard provides visibility into historical and future pipeline.

Metrics tracked:

• Opportunity pipeline by stage
• Monthly/quarterly/yearly performance
• Individual and team quotas
• Win rate tracking
• Average deal size
• Stage/forecast category values
• Recent and upcoming opportunities

Get the Sales Opportunity Dashboard Template →

15. Sales analytics dashboard

This pre-built sales performance dashboard helps teams celebrate their hard work by sharing results on year-over-year growth with easy filtering by region, industry, and account.

Use case: Sales leaders can analyze performance trends, identify top performing segments, and recognize successful teams. The dashboard provides a complete picture of sales results across multiple dimensions.

Metrics tracked:

• Period-over-period sales results
• Sales by opportunity type
• Geographic performance breakdown
• Top 5 industries and accounts
• Largest closed deals
• Pipeline creation and conversion metrics
• Sales velocity and win rates
• Performance against targets

Get the Sales Analytics Dashboard Template →

Best HubSpot Dashboards 

These top 15 HubSpot dashboards transform how RevOps teams use their CRM data. By connecting HubSpot to spreadsheets with Coefficient, you gain flexibility, depth, and automation that native dashboards can’t match.

The best part? You can get started in minutes with pre-built templates that sync automatically with your live HubSpot data. No more manual exports, formula headaches, or outdated reports.

Ready to supercharge your HubSpot reporting? Get started with Coefficient today →

Related resources

• HubSpot for Google Sheets
• How to Connect HubSpot to Google Sheets
• Export HubSpot Contacts to Excel or Google Sheets
• HubSpot Writebacks: How to Upload Data to HubSpot
• How to Automate HubSpot Commission Tracking
• HubSpot for Excel
• How to Setup Custom Lead Scoring in Hubspot