HubSpot: create a fully automated sales rep dashboard

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

The process

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Hubspot sales representative custom dashboard

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.

Hubspot sales representative custom dashboard

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.

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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
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Our Use Cases

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