Create a fully automated sales rep dashboard with your HubSpot data

Compute the # of deals per period vs objective, deals amount lost and won, amounts and number of deals currently in the pipeline.

What do I get out of it?

Create a fully automated HubSpot sales rep dashboard in a spreadsheet. Having clear objectives and constant measuring is the best way for your sales representative to be constantly motivated.‍

How does it work?

  1. Import your deals from HubSpot in an Actiondesk sheet.
  2. Use the countifs and sumifs function.

For a step by step tutorial, watch the video.