Ready template

HubSpot CRM dashboard template for the sales team

The HubSpot CRM — Full view template combines deals, contacts and calls to show pipeline, lead funnel and team activity without building report after report.

7 days free · Cancel before the trial ends and pay nothing

Total pipeline

$3.4M

+14%

Won value

$920K

+7.5%

Avg deal size

$18.4K

+2.2%

Won vs lost

38%

-3 pp

Closed deals by month

Deals by stage

  • Proposal 46%
  • Negotiation 31%
  • Qualification 23%
Illustration with sample data.

Dashboard metrics

Pipeline

  • Total pipeline
  • Deals by stage
  • Value by stage
  • Value by pipeline

Results

  • Won value
  • Average deal size
  • Won vs lost
  • Closed deals trend

Leads and activity

  • Contacts by stage
  • New contacts
  • Calls by status
  • Calls by owner

Ask AI

“Show conversion rate by pipeline stage and compare with last quarter.”

Data sources

Frequently asked questions

Which HubSpot objects does the template use?

Deals, contacts and calls, related to each other.

Can I see it by rep?

Yes. Deals and calls appear by owner.

Can I add targets?

Yes. Connect a targets spreadsheet and compare with actuals.

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