Pipeline
Total pipeline, value by stage and by pipeline.
Ready templates
HubSpot CRM dashboard with pipeline, contacts and calls
The Hubviz HubSpot CRM template brings together deals, contacts and calls to show the pipeline, lead funnel and sales team activity in one dashboard.
7 days free · Cancel before the trial ends and pay nothing
How to connect: HubSpot
-
Pick the template
Open the HubSpot CRM — Full view template in Hubviz Studio.
-
Connect the account
Enter your HubSpot API access.
-
Follow the team
Pipeline, contacts and calls arrive built.
What you can do
- Related deals, contacts and calls
- Pipeline by stage and owner
- Created and closed trends
- Won vs lost
Results
Won value, average deal size and won vs lost.
Leads
Contacts by funnel stage and new contacts.
Activity
Calls by status and owner over time.
Frequently asked questions
Does the template show performance by rep?
Yes. Deals and calls appear by owner.
Can I add sales targets?
Yes. Connect a targets spreadsheet to the project and compare with actuals.
Can I customize the template?
Yes. Edit charts and measures in the editor or ask AI for changes.
See also
SQL Server SQL Server queries and tables in dashboards. PostgreSQL PostgreSQL queries and tables in dashboards. MySQL MySQL queries and tables in dashboards. Oracle Oracle queries and tables in dashboards. Firebird Firebird queries and tables in dashboards. SAP HANA SAP HANA queries and tables in dashboards.
See all your company numbers in one place this week
You get 7 free days to connect your sources and build your first dashboards.