Motivate sales teams with real-time HubSpot dashboards

It’s easy to set up a direct connection between HubSpot and Geckoboard without any technical knowledge. You can read our step-by-step guide to connecting HubSpot here, but in summary, sign up to Geckoboard, and select HubSpot from the list of data sources. You’ll be prompted to log in to HubSpot and then confirm you want to create the connection by clicking ‘choose account’.

That’s it! After a quick import process to pull through the past few weeks of data, you’re ready to add some HubSpot widgets to your dashboard.

Absolutely. If you’re an admin on your Geckoboard account, you can manage and remove your data source connections from the Admin menu in the top right of your Geckoboard account.

Disconnecting a data source this way immediately deletes all data and credentials related to it from our system.

Geckoboard’s HubSpot integration focuses on sales and ticket data. We’re always adding more, but as of Q4 2024, the integration supports these metrics:

• Deals: deals created, deals won, deals lost, deals closed, open deals, deals forecast to close, time to close, as well as all deals.

• Value of deals: value of deals created, value of deals won, value of deals lost, value of deals closed, value of open deals, value of deals forecast to close, value of all deals.

• Weighted value of deals: weighted value of deals created, weighted value of deals closed, weighted value of open deals, weighted value of deals forecast to close, weighted value of all deals

• Conversion: win rate, loss rate

• Feeds: deals created, deals closed

• Activities: activities created, activities completed, all activities, list of activities, meetings, calls, tasks

• Contacts: contacts created, unassigned contacts, all contacts, list of contacts

• Tickets: tickets created, tickets closed, time to close, time to first response, all tickets, ticket list

All metrics can be filtered and broken down by pipeline, and you can show data from different pipelines on the same dashboard. You can also filter most metrics by custom properties if you have them set up in HubSpot.

As for other filters, these depend on the metric you’re visualizing. There are too many to cover here, but below are some examples based on the broad metric types. If you need to check if we support something not listed here, sign up for free to check it out, or ask our team.

• Deal data: Deal name, stage, deal owner, closed lost reason, closed won reason, created by, team, type, last modified date, original source, latest source

• Activity data: create date, activity date, deal, assignee, team, type, contacts

• Contact data: create date, owner, team, lifecycle stage, country, original source, first page seen, lead status, next activity date, date of entering a specific stage

• Ticket data: pipeline, status, create date, close date, ticket name, owner, team, source, priority

Geckoboard is ideal for creating a real-time view of sales metrics that you, your reps or stakeholders should be regularly monitoring. This can include data from several HubSpot pipelines and other sources too. Examples might include dashboards for monitoring progress towards a sales target, performance of team members (replace that manual leaderboard), raising the visibility of which deals are being logged or won, or a mix. For inspiration, check out our dashboard examples.

10 minutes is the standard refresh rate for our HubSpot integration, but some metrics update instantly. See this help article for refresh rates of all our other data sources.

Absolutely, and you can add metrics from different HubSpot accounts to the same dashboard too.

Geckoboard is designed to be easy for anyone to use without any training or complicated setup. To help along the way, we’ve put together useful articles answering common questions, and for anything else, our friendly and knowledgeable team are on hand 24/5 to help you succeed with your dashboards, whatever time zone you’re in. Pro and Enterprise plans offer even snappier support, with priority support and dedicated support reps available.

You can try Geckoboard completely free for 14 days by signing up for a free trial - no payment details required. Plans then start from $60/month, with options for more dashboards, users and TVs on your account. View our pricing here.