HubSpot offers several pre-built dashboard templates that are vital for Managed Service Providers (MSPs) to efficiently track measurable business growth. The seven recommended dashboards, such as Sales Opportunity Review and Marketing Performance Overview, focus on actionable KPIs for pipeline forecasting, lead generation effectiveness, and sales team performance.
You are invested in HubSpot, and it's gathering a ton of data for you. However, anytime a specific question comes up on real measurable growth, you are scrambling through reports for an answer.
This is a situation many MSPs find themselves in. They have taken the right step of investing in HubSpot, but have not yet figured out or know how to take advantage of the pre-built dashboard template it offers.
This article will help you solve just that. It will list seven pre-built HubSpot dashboards for MSPs, along with tips on how best to use them to your benefit.
HubSpot provides over a dozen pre-built templates, even with their free plan. Many HubSpot users, instead of simply capitalizing on these, waste hours trying to build custom ones from scratch. Others just review individual reports, which don't really give you a complete picture.
Matt from Tactics Marketing nails the real issue:
You can get any data you want from HubSpot, but keep it lean. If you don't have an actionable item or target value, it will only distract you. Go straight for the meaningful numbers.
Pre-built templates are designed to do just that—pick meaningful MSP KPIs in HubSpot to form dashboards that answer specific questions that match MSP business models.
The following HubSpot dashboard for MSPs will give you answers to the most important questions you would want. Where are my leads coming from? Is my sales team hitting targets? Which deals will close this month?
This dashboard focuses primarily on pipeline forecasts and sales activity goals. Since the average MSP sales cycle is typically between 60 and 90 days, it's easy to lose track of progress. This template provides forward visibility into expected revenue, helping you determine if your team's current activity will hit its targets.
While the previous dashboard focuses on future sales and pipeline health, this dashboard gives you a clear picture of the past and current performance of individual reps and the team. It highlights which reps are performing well, who's behind, and how deals are distributed across reps and stages.
The Marketing Performance Overview dashboard tracks all the core marketing metrics across all your channels. It will tell you if your content marketing efforts are generating leads instead of just vanity metrics.
This HubSpot dashboard for MSPs gives you a granular breakdown of each marketing channel's performance. For example, an Ad campaign on LinkedIn is generating fewer leads than on Google, but is resulting in twice the conversion.
Logic dictates that you invest more in the former than the latter. This dashboard helps you visualize which channels deserve a high budget and which ones don't.
Your website is essentially a glorified salesperson that's on the job 24/7. This dashboard tells you which aspects of your website (like landing pages or blogs) are bringing in the most traffic. It will give you crucial insights into what's working that you can replicate across your website for maximum gains.
If you employ a sales team in your MSP, this dashboard will help you track and let the individual sales reps see their own performance. From a management perspective, it will tell you which of your sales reps are performing well and which need training.
From a sales rep's perspective, it will act as a personal scorecard and tell them where they stand against their personal quota.
The Sales Team Performance dashboard will give you a bird's-eye view of your entire sales team's performance. If you want a dashboard to track your sales team's targets or provide accurate revenue data forecast, this is it.
Note: You can find all of the above dashboards by navigating to the HubSpot Reporting -> Dashboards from the menu on the left of the screen in your account.
The above dashboards will tell you everything you need to know about how your MSP is actually performing. The best part is that all of them are available by default in your account, even if you are on HubSpot's free plan. Using them effectively can make all the difference in getting you ahead of your competitors.
If you are new and need help with setting up HubSpot dashboards for MSPs, Tactics Marketing can help. We specialize in HubSpot optimization for MSPs. We can step up and configure your dashboards, customize your reports, and train your teams on how to use them effectively.
Get in touch with us to get started.
1. What is the difference between a dashboard and a report in HubSpot?
HubSpot reports show you very specific metrics. Dashboards combine multiple related reports to give you a more rounded or complete picture of specific aspects of business, like website or sales team performances.
2. Can you use HubSpot's dashboards to track a competitor's activity?
No, you can't. HubSpot dashboards for MSPs are designed to track your business's data exclusively. You can, however, use them to track your performance against industry benchmarks. You do this by manually inputting those figures as your target figures.
3. Can you set up automated alerts when certain metrics hit certain thresholds?
Yes, you can set up automated alerts within HubSpot using their automation workflows. To do so, go to Automation -> Workflows. Here, you can select the property or metric to monitor, set the trigger, and then create an internal notification or task based on the condition you set.