How to build a commission dashboard in HubSpot showing stage-by-stage conversion performance

using Coefficient excel Add-in (500k+ users)

HubSpot dashboards can't show commission earnings from stage-by-stage conversion performance. Learn how to build dashboards that actually work.

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HubSpot’s native dashboard capabilities can’t effectively show commission earnings based on stage-by-stage conversion performance. While you can create dashboards with contact counts and basic funnel reports, HubSpot dashboards lack the mathematical functionality needed for commission calculations.

Here’s how to build sophisticated commission dashboards that provide real-time visibility into conversion-based earnings and performance metrics.

Build commission dashboards using Coefficient

Coefficient enables sophisticated commission dashboards by importing HubSpot data into spreadsheets where you can create detailed visualizations and calculations. This provides real-time visibility into sales performance commission metrics that HubSpot custom properties simply cannot support.

How to make it work

Step 1. Import comprehensive performance data.

Pull contact data, lifecycle stage information, and sales rep assignments from HubSpot. Set up scheduled imports to keep your commission dashboard automatically updated with fresh data for real-time performance visibility.

Step 2. Create conversion rate calculations.

Build formulas that display real-time conversion rates between each lifecycle stage per sales rep, commission earnings calculated from stage conversion percentage performance, and team performance comparisons with conversion-based commission rankings.

Step 3. Add dynamic filtering and historical trends.

Set up dynamic filtering to allow users to view commission data for specific time periods, sales reps, or lifecycle stage combinations. Include historical trends showing how conversion rates impact commission earnings over time.

Step 4. Automate dashboard alerts and notifications.

Configure Slack and Email Alerts when commission thresholds are met or when conversion rates change significantly. This provides proactive commission management and immediate visibility into performance changes.

Get real-time commission visibility

This approach provides comprehensive commission dashboards with the mathematical capabilities and real-time updates that HubSpot’s native dashboards lack. Start building commission dashboards that actually show how stage-by-stage conversion performance drives earnings.

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