Click the Dashboards option
By clicking 'Dashboards', you will be directed to the Dashboards section where you can view and analyze various reports related to your performance metrics.
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Create a sales dashboard in HubSpot
Create a Sales Opportunity Review dashboard in HubSpot to track your monthly sales performance and customize data visualizations using dynamic filters for specific date ranges.
viktoriaCreate a Sales Opportunity Review dashboard in HubSpot to track your monthly sales performance and customize data visualizations using dynamic filters for specific date ranges.
Step-by-step Guide16 steps
Click the Create dashboard button
This action opens a new interface where you can design and customize your dashboard for viewing campaign performance metrics.
Loading screenshot…100%Click the Sales Opportunity Review option
This will open the Sales Opportunity Review section, allowing you to track the overall performance of your sales for the month and access eight default reports.
Loading screenshot…100%Click the Next button
Clicking this button will proceed to the next step in the dashboard creation process, allowing you to configure the details of your Sales Opportunity Review.
Loading screenshot…100%Click the Create dashboard button
This action will finalize the creation of your new dashboard, labeled 'Sales Opportunity Review', and will prompt you to set access permissions for your team.
Loading screenshot…100%Click 'Go to your dashboard' link
This action takes you to your main dashboard where you can access various reporting sections, including Sales Opportunity Review, Website Analytics, and Service Performance Over Time.
Loading screenshot…100%Click the Quick Filters option
Selecting the 'Quick Filters' option allows you to quickly apply standard filters to your sales opportunity data, helping you analyze performance metrics efficiently.
Loading screenshot…100%Click here to access dynamic filters
Clicking this option will open a menu allowing you to apply various dynamic quick filters to customize your Sales Opportunity Review dashboard.
Loading screenshot…100%Click the Add button
By clicking the 'Add' button, you can incorporate new dynamic quick filters to customize your Sales Opportunity Review dashboard.
Loading screenshot…100%Click the Date range control
Select the 'Date range' option to adjust the time period for which the sales opportunity data is displayed, allowing you to filter results based on specific dates.
Loading screenshot…100%Click 'Select an operator'
Choose an operator from the dropdown menu to filter the data range based on specific criteria. This will help refine the displayed metrics in the Sales Opportunity Review.
Loading screenshot…100%Click the 'is between' filter option
Select this filter to refine your data range by specifying a start and end date, allowing for a more targeted analysis of sales opportunities.
Loading screenshot…100%Click the 'Click here' link
Selecting this link will activate the input field to filter your sales data by a specific date range, allowing for a more precise analysis of your sales opportunities.
Loading screenshot…100%Click the Date Range Field
This action allows you to specify the date range for filtering your deals in the Sales Opportunity Review section. Once clicked, a calendar will appear for selecting the desired start and end dates.
Loading screenshot…100%Click the Date Range field
This action allows you to specify the time frame for filtering the sales opportunities displayed on the dashboard. Once clicked, a calendar will appear for you to select your desired start and end dates.
Loading screenshot…100%Click the Apply button
Clicking the Apply button will filter the displayed deals based on the selected date range, allowing you to view only the relevant opportunities during that timeframe.
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