hubspot-reports-dashboards
Installation
SKILL.md
HubSpot Reports and Dashboards
HubSpot reports turn your CRM data into answers. Dashboards organize those answers into views that different teams check daily. A good dashboard surfaces the 5-8 metrics that drive action. A bad dashboard has 30 charts nobody reads.
The principle: every report on a dashboard must answer a question someone asks at least weekly. "How much pipeline did we create this month?" is a valid question. "What's the average deal size by industry sub-segment by quarter?" is a one-time analysis, not a dashboard metric. Dashboards are for recurring questions. Ad-hoc analysis lives in reports.
Dashboard Architecture
The three dashboards every B2B SaaS team needs
| Dashboard | Audience | Purpose | Review cadence |
|---|---|---|---|
| Pipeline Dashboard | Sales leadership, RevOps | Pipeline health, coverage, velocity | Weekly (Monday) |
| Activity Dashboard | SDR manager, sales ops | Rep activity, outreach metrics | Daily |
| Marketing Dashboard | Marketing leadership, demand gen | Lead volume, MQL conversion, attribution | Weekly |