HubSpot: sales representative custom dashboard

Build a live dashboard with the number of deals per deal stage per sales representative.

The Process

Try it For Yourself

Have an always up-to-date view of your overall pipeline and each sales representative's pipeline. Build a live dashboard with the number of deals per deal stage per sales representative. You can build a simple spreadsheet that will let you change the name of the sales representative and see the deal amounts lost and won each month for that specific rep.

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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.

Use the spreadsheet formulas and functions you already know and love — including calculated columns, lookup functions, and aggregation formulas. Plus, Actiondesk offers additional, more powerful features that help maximize your business intelligence.

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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