HubSpot Dashboard

What Is a HubSpot Dashboard?

A white label HubSpot Dashboard is a customizable reporting tool designed to consolidate customer information, streamline marketing efforts, and track real-time results. Deliver professional, client-centric reports with a touch of personalization–easily infuse your custom brand colors and logo with a few clicks.

This tailored dashboard provides an overview of key metrics like website traffic, contact growth, and deal pipelines. By having this data in one place, agencies will better optimize strategies, predict revenue growth, and drive tangible results.

Why Your Agency Needs a HubSpot Analytics Dashboard

Elevate your agency’s operations with a customizable HubSpot dashboard. Unlike generic reports, our white label solution allows you to showcase your agency's unique brand and cater to specific needs. Reinforce your reputation and exemplify your attention to detail; it’s a subtle but powerful way to stand out from the competition. 

With this tool, there’s no need to log into each client’s HubSpot account, manually collate metrics, or create clunky spreadsheets. Consolidate data from this marketing hub enterprise into a visual, intuitive, and interactive dashboard. That way, you’ll have a robust reporting system in place, all while maximizing those precious billable hours. 

Shift things around, explore different data visualizations (e.g., bar charts, pie charts), and deliver a seamless reporting experience. Even start with a blank dashboard and infuse insights from 80+ marketing platforms! Transform complex data into actionable insights with one time-saving tool.

9 Sections To Include in a HubSpot Dashboard

An effective HubSpot dashboard should reflect your client's unique goals in a clear, visual format.

By thoughtfully organizing each section, this dashboard becomes a powerful tool for informed decision-making. Here are the key sections to ensure it delivers maximum value.

1. Leads

Leads represent potential customers who have shown interest in your client’s product or service. Tracking this metric helps agencies measure how effectively they turn interest into business opportunities.

A high number of leads typically indicates that marketing campaigns have effective messaging, targeting, and channel selection. That said, remember to assess lead quality to ensure it aligns with your client's ideal customer profile.

2. Contacts

Contacts refer to individuals who have already interacted with your client’s business in a tangible way, like signing up for a newsletter. They also include existing customers who have touched base in some way (e.g., messaging a Sales Representative on social media). 

If there’s a significant gap between incoming leads and the creation of new contacts, it could mean that improvements are needed. 

Evaluate your client’s follow-up processes to ensure they’re timely and aligned with customer expectations. Also, check if there are enough touchpoints in the marketing funnel, which will help the lead nurturing process. 

3. Opportunities

Opportunities refer to potential sales that have a reasonable chance of closing. This critical KPI helps agencies project potential revenue and conversion success rates.

Use this metric to optimize the sales process, focus on the most promising transactions, and prioritize high-value business leads. If your client has a low number of opportunities in the pipeline, identify gaps in the sales process and make data-driven adjustments. For example, this may include better follow-up strategies or more compelling proposals.

4. Deals

Deals represent the agreements or contracts that have moved beyond the opportunity stage and are now in the process of closing. It’s a key metric for understanding your agency’s impact on a client’s bottom line. 

Use this data to assess the effectiveness of sales strategies and make timely adjustments. For best results, identify the stages where deals are frequently delayed or lost (e.g., during a lengthy contract drafting process), and flag these bottlenecks to be assessed more closely. 

5. Customers

Customers refer to individuals who have moved beyond interest and performed a conversion-driven action (e.g., an online purchase). This metric shows the direct impact of your agency’s strategies on driving revenue for clients. 

A low number of customers is worth investigating. It could mean that your client’s marketing efforts are generating leads and contacts, but they’re not converting into paying clients. This could be due to issues in the sales process, product-market fit, or the perceived value of their offerings.

6. Website Traffic

Website traffic measures the number of visitors landing on your client's website. This data point offers a clear view of how effectively your client’s strategies attract visitors. It’s also an opportunity to drive meaningful engagement and attract qualified leads. 

As a best practice, create attribution reports to determine which sources bring in the most relevant and high-quality visitors. Also, implement strategies to increase on-site engagement, such as personalized content recommendations or offers.

7. Open Rate

Open rate is the percentage of recipients who open a client’s email compared to the total number of emails sent. This metric is essential for evaluating how well email campaigns capture attention and drive possible engagement. 

Use this data to understand the most effective subject lines and send times. Where possible, identify the most engaged audience segments. Then, consider whether there’s an opportunity to create tailored or exclusive content. 

8. Click-through Rate (CTR)

Click-through rate (CTR) measures the percentage of email recipients who clicked on a link in your client’s email. This metric assesses the effectiveness of calls-to-action, along with content relevance. 

A high CTR indicates that your client’s content is resonating and encourages users to take the next step. To address a low CTR, refine creative assets, including copy and visuals. 

Conduct A/B testing on different campaign elements–such as headlines, images, and CTAs–to identify what drives higher engagement.

9. Goal Tracking 

Maximize client satisfaction and results by seamlessly integrating goal tracking into your HubSpot dashboard. Track metrics like leads, deals, and customers against specific targets, which provides a transparent view of campaign performance.

Show clients dynamic progress and whether they’re on the right track. Go beyond a default dashboard with generic insights–deliver results that align with long-term business objectives. 

When setting KPIs for clients, it's essential to create meaningful and actionable targets. Here are three best practices to keep in mind:

• Align With Business Objectives: Ensure KPIs directly support your client’s overall business goals.

• Focus on Impact: Choose KPIs that measure outcomes, not just activities.

• Set Clear Benchmarks: Define specific, measurable targets to track progress effectively.

Streamline Reporting With HubSpot Dashboards. Focus on What Matters.

A HubSpot dashboard is a powerful tool to streamline client reporting and campaign analysis. By automating the reporting process, agencies have more time to focus on what truly matters–building successful campaigns and earning client trust.

In a few clicks, customize this dashboard with the drag-and-drop builder. Shift widgets around, explore different visualizations, and infuse notes for context. To ensure data transparency, grant clients dashboard login access. This gives other users the autonomy to view campaign performance, which builds trust over time. 

Easily manage multiple client campaigns without sacrificing quality or consistency. Simply click “Create Dashboard,” replicate an existing one, or use a pre-built template. Need to remove clutter or start over? Bulk delete dashboards if needed. Access agency-centric, time-saving features with just one tool.

Need an even quicker way to generate custom dashboards? Use the Smart Dashboard feature! In a few seconds, watch your client’s unique metrics auto-populate into a visual, interactive dashboard. 

It doesn’t stop there, either. Customize your dashboard as needed for a personalized and enhanced reporting experience. Not happy with the results? Click “Delete Dashboard” and quickly start over. Invest in a system that streamlines data tracking, removes the hassle, and keeps clients coming back for more. 

The best thing I’ve found with AgencyAnalytics is the support. It’s fantastic! I just ask a question, and they implement new features. Reach out to support and ask them to help you set things up because they really know how all the integrations work, and will provide suggestions to help you better access your data and enhance your customer reports.

Ellie Shedden

The OOP: Optimised Online Performance