The Dashboards You Need With The HubSpot Data You Want

We Offer Three Dashboards In Our Standard Plan

We designed our dashboards to provide sales managers with the data they need to accurately forecast sales, coach their reps to succeed and understand sales changes they face within a historical context.

Historical Pipeline Value Dashboard

Historical Pipeline Value

See the total value of any or all of your Pipelines over the last 3, 12 or 36 months in a real-time easy to read dashboard.

Actual vs Forecasted Revenue

Actual vs Forecasted Revenue

Real time display of actual Pipeline value for each Sales Representative for current quarter versus Forecasted Revenue for the next four quarters. This can be seen for any or all of your Pipelines. The top 5 Sales Representatives are displayed in the bar graph.

MethodData Dashboard Sales Representative Information

Sales Representative Information

Detailed real time information per Sales Representative. Information that is available includes:

  • % Deals closed this quarter
  • % total Pipeline activity
  • % overall Pipeline activity
  • Velocity
  • 24-hour Pipeline activity
  • Pipeline totals per quarter
  • Breakdown of Deals closing this and next quarter
  • Weighed value of Deals worked and not worked this quarter
  • # of Deals worked and not Worked this quarter

Start Your Monthly Reporting Subscription With A Free 3-Week Demo Today

We know you will love the flexibility and ease of getting the information you need from your HubSpot data, so give us a try at no cost to you.

Monthly Plan


Includes all of our standard reports and dashboards.

Annual Plan

$999/year (16% Off)

Includes all of our standard reports and dashboards.