Dashboards work best when they are built with a specific audience in mind. A team-level dashboard and an executive dashboard serve different purposes, so try not to combine them.
Limiting the number of reports on each dashboard keeps reporting clear. When too many metrics are included, it’s harder to identify what is important.
Consistency is also important. Using the same date ranges across reports ensures that comparisons are meaningful, while clear naming conventions make it easier for anyone viewing the dashboard to understand what they are looking at without additional explanation.
Finally, dashboards need to be maintained. As priorities change, some reports become less relevant, and others become more important. Regular reviews will help ensure that dashboards continue to reflect current objectives and marketing operations.
If your current HubSpot dashboards feel more like a collection of metrics than a clear view of marketing impact, it may be time to run a HubSpot audit. MarCloud works with marketing teams to review, design, and build reporting that connects activity to pipeline and revenue.
For a second opinion on your current reporting or a clearer path to dashboards your leadership team can rely on, speak with a specialist.