HubSpot: sales representative custom dashboard

The process

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What do I get out of it?

Have an always up-to-date view of your overall pipeline and each sales representative's pipeline.

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How does it work?

Import your deals from HubSpot in an Actiondesk sheet.
Use the countifs function to count the # of deals for each sales rep and for each deal stage.

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For a step by step tutorial, watch the video.

What do I get out of it?

Have an always up-to-date view of your overall pipeline and each sales representative's pipeline.

‍

How does it work?

Import your deals from HubSpot in an Actiondesk sheet.
Use the countifs function to count the # of deals for each sales rep and for each deal stage.

‍

For a step by step tutorial, watch the video.

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The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your HubSpot data. Analyze it alongside data from other sources, and build custom HubSpot dashboards and reports.

View and organize your HubSpot data within a familiar spreadsheet interface.

Seamlessly import, organize, filter, and manipulate your HubSpot data. Analyze it alongside data from other sources, and build custom HubSpot dashboards and reports.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within HubSpot are automatically reflected in your Actiondesk spreadsheet.

Save time to analyze your data and make better decisions for your business

Create My First Report