HubSpot Reporting Dashboards

What is a HubSpot Reporting Dashboard?

The HubSpot Reporting Dashboard serves as a robust analytical tool, offering valuable insights into marketing activities, facilitating strategy optimization, and ultimately leading to improved outcomes. It's particularly useful for aligning marketing efforts with business objectives and making data-driven decisions.

Why Use HubSpot Reporting Dashboard?

Key characteristics of a HubSpot Reporting Dashboard include:

Data-Driven Decisions

HubSpot Reporting Dashboard provides a live pulse on your campaigns, allowing you to adapt strategies based on current performance metrics.

Performance Tracking

Identify successful elements, understand user behavior, and pinpoint areas for improvement to refine your advertising strategies.

Time Efficiency

Save valuable time with automated reporting and quick access to key metrics. Streamline your workflow by focusing on what matters most.


Customize views to highlight key performance indicators and gain insights specific to your unique objectives.

What types of HubSpot Reporting Dashboard are there?

HubSpot Reporting Dashboards come in various types, each designed to cater to specific needs and preferences of advertisers.

Here are some common types:

Website Leads Conversion Dashboard:

  • Focuses on tracking and analyzing the conversion metrics associated with website leads.
  • Includes data on website traffic, lead generation from the website, conversion rates, and the performance of specific landing pages in terms of lead acquisition.

Lead Source Dashboard:

  • Provides insights into the various sources of leads.
  • Displays the key performance metrics associated with lead generation across diverse channels, including social media, organic search, paid advertising, referrals, and direct traffic. 
  • Helps marketers understand which channels are most effective in driving leads.

Email Campaigns Dashboard:

  • Focuses on overseeing and enhancing the performance of email marketing campaigns
  • Includes metrics like open rates, click-through rates, conversion rates from email campaigns, and overall email engagement. 
  • Evaluates the efficiency of email communication strategies and makes adjustments accordingly.

Performance Dashboard:

  • Provides an overall view of the marketing performance across multiple channels and campaigns.
  • Integrates a broad range of key performance indicators (KPIs), offering a holistic perspective on the success of marketing initiatives. 
  • Includes overall lead generation, conversion rates, customer acquisition cost, and customer lifetime value.

Lead Generation Dashboard:

  • Focuses on the analysis and optimization of lead generation efforts.
  • Includes data on lead quantity, lead quality, conversion rates at different stages of the sales funnel, and the effectiveness of various lead generation tactics. 
  • Helps to understand which strategies are most successful in bringing in valuable leads.

HubSpot Website Leads Conversion Overview Dashboard

The Website Leads Conversion Overview Dashboard provides a detailed and holistic view of the conversion performance on a website. Here's an elaboration on its key components:

  1. Key Performance Indicators (KPIs):
  • Website Visitors: tracks the total number of visitors to the website within a specified time frame.
  • Leads Generated by Source: breaks down the leads generated on the website based on their original source or channel, such as social media, organic search, paid advertising, referrals, and direct traffic.
  • Leads Generated: represents the total number of leads acquired through various channels or sources.
  • Sessions by Source: categorizes website sessions based on their source, revealing the traffic distribution across different channels.
  • Conversion Rate by Source: calculates the percentage of visitors from each source who completed a desired action, such as filling out a form or making a purchase.

2. Overall Snapshot:

  • Essential for understanding key aspects of user engagement and lead generation.
  • Provides a snapshot of the website's performance in converting visitors into leads.

3. Campaign Effectiveness and Efficiency:

  • Identifies which campaigns are most effective in driving valuable leads and influencing visitor conversion.
  • Find out which sources effectively bring in visitors, adding to the overall success of the campaign.
  • Evaluates the efficiency of campaigns by analyzing the conversion rates from each source.

4. Quick Assessment and Comparison:

  • Presents key metrics in a clear and concise manner, enabling users to quickly grasp the overall performance of lead generation efforts.
  • Ensures a user-friendly experience, allowing marketers to navigate and extract valuable insights swiftly.

5. Strategic Decision-Making:

  • Helps in allocating resources strategically to high-performing channels or campaigns.
  • Evaluates the efficacy of various marketing campaigns.

HubSpot Lead Source Dashboard

The HubSpot Lead Source Dashboard helps to understand the origins of the leads, providing insights into the channels and campaigns that contribute to lead generation. Here's an elaboration on its key features:

1. Insights into Lead Sources:

  • Provides a centralized view of leads from different sources.
  • Encompasses a wide range of channels, such as social media, organic search, paid advertising, referrals, and direct traffic.

2. Key Performance Metrics:

  • Evaluates the success of lead generation efforts.
  • Offers a nuanced understanding of how each channel contributes to the overall lead generation strategy.

3. Channels Comparison:

  • Compares the performance of various channels side by side.
  • Enables identifying which channels are most effective in driving leads and allocate resources accordingly.

4. Conversion Rate Analysis:

  • Includes the Visitors to Lead Conversion Rate.
  • Provides a clear indication of how well the website or landing pages are converting visitors into leads.
  • Essential for evaluating the efficiency of the overall conversion process.

5. Referral Traffic Metrics:

  • Track New Contact Sources from referral traffic
  • Analyze the performance of different referral sources.
  • Includes metrics like New Contacts by Referral and New Contacts vs. Visits by Source

6. Social Media Insights:

  • Includes metrics such as Contacts by Social Source and New Contacts by Social Source.
  • Allows evaluation of the impact of social media campaigns on lead generation.

7. Organic Search Analysis:

  • Provides metrics related to organic search, such as New Contacts by Organic Social Source.
  • Helps in understanding the contribution of organic search efforts to lead generation.

8. Comprehensive Tracking:

  • Goes beyond the total number of leads by offering granular insights into new contacts and their sources.
  • Allows refining strategies based on what is working best for their specific target audience.

HubSpot Email Campaigns Dashboard

The HubSpot Email Campaigns Dashboard provides marketers with a centralized platform to analyze various metrics and gain insights into the performance of their email campaigns. Here's an elaboration on its key components:

1. Email Marketing Oversight:

  • Offers a comprehensive overview of email marketing efforts. 
  • Serves as a control center for overseeing and managing various aspects of email campaigns.

2. Email Engagement Analysis:

  • Open rates indicate the percentage of recipients who opened the email.
  • Click-through rates measure the percentage of recipients who clicked on one or more links within the email. 

3. Email Campaign Efficiency:

  • Assesses the efficiency of the email communication strategies. 
  • Helps to identify which campaigns are resonating most with their audience and make adjustments to improve future campaigns.

4. Pipeline Tracking:

  • Provides visibility into how email campaigns contribute to the sales pipeline.
  • Includes metrics like Email Pipeline and Email Clicks, allowing marketers to understand the influence of email campaigns on lead progression and customer acquisition.

5. Audience Growth:

  • Tracks the growth of the subscriber base with metrics like New Subscribers.

6. Comprehensive Email Stats:

  • Includes a range of email statistics, such as the number of emails sent, opened, clicked, and created. 
  • Offers a holistic view of the email marketing efforts and helps marketers identify patterns and trends over time.

HubSpot Marketing Performance Dashboard

The HubSpot Marketing Performance Dashboard offers valuable insights into key performance indicators (KPIs), allowing marketers to assess the success of their initiatives. Here's an elaboration on its key features:

1. Overall Marketing Performance Overview:
  • Provides a top-level overview of the marketing performance
  • Gives a quick snapshot of how well strategies are performing across different channels and campaigns.

2. Lead Generation Metrics:
  • Includes metrics such as Sessions and New Leads,
  • Offers insights into the effectiveness of marketing efforts in generating new leads and driving traffic to various touchpoints.

3. Conversion Rate Analysis:
  • Helps to evaluate how well the campaigns are converting to leads into customers or achieving other desired actions.
  • Crucial for optimizing conversion funnels and improving overall campaign performance.

4. Sessions and Traffic Sources:
  • Sources by Contacts/Sessions offer a breakdown of the sources contributing to website traffic
  • Helps to identify which channels are driving the most engaged visitors.

5. Email Performance Metrics:
  • Offers insights into the success of email campaigns in terms of open rates, click-through rates, and other relevant email engagement metrics.

HubSpot Marketing: Lead Generation Dashboard

The HubSpot Marketing Lead Generation Dashboard provides valuable insights into various aspects of lead generation, including lead quantity, lead quality, conversion rates at different stages of the sales funnel, and the effectiveness of different lead generation tactics. Here's an elaboration on its key components:

1. Lead Quantity Analysis:

  • Focuses on tracking the total number of leads generated over a specific period.
  • Provides a quantitative measure of the success of lead generation efforts.

2. Conversion Rates at Different Funnel Stages:

  • Breaks down conversion rates at various stages of the sales funnel. 
  • Includes metrics like Leads by Source, which helps identify the channels or strategies contributing the most leads, and Sessions: Contacts, which provides insights into how well website or marketing channels are converting visitors into leads.

3. Effectiveness of Lead Generation Tactics:

  • Assesses the effectiveness of different tactics. 
  • Evaluates performance of various channels, campaigns, or content types in attracting and converting leads.

4. Source Attribution:

  • Helps to identify the specific sources—such as social media, organic search, paid advertising, or direct traffic—that are most effective in bringing in leads.
  • Guides resource allocation and strategy refinement.

5. Session-to-Contact Conversion:

  • Measures the conversion rate from website sessions to contacts or leads. 
  • Provides insights into the effectiveness of the website in turning visitors into potential leads.

Need Some Dashboards?

We specialize in crafting and maintaining automated reporting and data visualization dashboards. Our reports across channels and platforms strategically merge data, revealing trends at each customer touchpoint. Our fully-managed dashboards provide near real-time insights, allowing marketing teams, business owners, and consultants access 24/7.