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Best HubSpot dashboard templates for marketing teams and agencies (2025)

Free, white-label HubSpot dashboard templates on Looker Studio and Google Sheets built and curated by our team and customers, downloaded by +10,000 marketing teams and agencies in 60 countries.
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Lead generation Dashboard template

The Lead Generation Dashboard Template is designed for B2B marketers and sales teams to streamline their lead management process. This template integrates with popular platforms such as Google Ads, LinkedIn Ads, Facebook Ads, and HubSpot, providing a centralized view of your lead generation efforts.

Utilize data from Google Analytics 4 to track and analyze the performance of your campaigns. The dashboard offers insights into:

  • Lead Sources: Identify which channels are driving the most leads.
  • Conversion Rates: Monitor the effectiveness of your PPC campaigns.
  • CRM Integration: Seamlessly connect with HubSpot to manage and nurture leads.

This template is essential for businesses looking to optimize their B2B lead generation strategy by leveraging data from multiple advertising and analytics platforms.

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HubSpot Dashboard template

The HubSpot Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing. This template provides a structured view of your marketing and sales data, enabling you to track and analyze your funnels and inbound marketing efforts effectively.

With this dashboard, you can:

  • Monitor lead generation and conversion rates through detailed funnel analysis.
  • Track email campaign performance metrics, including open rates and click-through rates.
  • Analyze customer interactions and engagement within the HubSpot CRM.

Utilize this template to align your marketing strategies with your business objectives, ensuring a data-driven approach to inbound marketing.

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Email marketing Dashboard template

The Email Marketing Dashboard template is designed to streamline your email campaigns across platforms like Mailchimp, Klaviyo, ActiveCampaign, and HubSpot. This dashboard provides a centralized view of your email marketing performance, allowing you to track and analyze critical metrics.

With this template, you can:

  • Monitor open rates, click-through rates, and conversion rates in real-time.
  • Compare performance across different email platforms.
  • Identify trends and patterns in subscriber engagement.
  • Access detailed reports on campaign performance.

Utilize this dashboard to make data-driven decisions and optimize your email marketing strategies effectively.

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CRM Dashboard template

The CRM Dashboard Template is designed for B2B companies focusing on CRM and Email Marketing strategies. This template integrates seamlessly with platforms like HubSpot, Mailchimp, and ActiveCampaign, providing a centralized view of your sales and marketing activities.

Utilize this dashboard to:

  • Track and manage sales pipelines efficiently.
  • Monitor email marketing campaigns and their performance metrics.
  • Analyze customer interactions and engagement levels.
  • Access real-time data from HubSpot and other CRM tools.

This template serves as a foundational base for businesses aiming to streamline their CRM processes and optimize their email marketing efforts.

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B2B KPI tracker Dashboard template

The B2B KPI Tracker Dashboard Template is designed for businesses using HubSpot to monitor and analyze their performance metrics effectively. This template provides a structured approach to track essential KPIs, ensuring that your business objectives align with your operational activities.

With this dashboard, you can:

  • Visualize critical performance indicators in real-time.
  • Integrate seamlessly with HubSpot for automated data updates.
  • Customize the dashboard to focus on specific metrics relevant to your business goals.

Utilize this template to maintain a clear overview of your business’s performance, facilitating data-driven decision-making and strategic planning.

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B2B Funnel Dashboard template

The B2B Funnel Dashboard template is designed for businesses using HubSpot to track and manage their sales funnels effectively. This template provides a structured view of your sales process, allowing you to monitor each stage of the funnel with precision.

With this dashboard, you can:

  • Visualize the entire sales funnel from lead generation to deal closure.
  • Analyze conversion rates at each stage to identify potential bottlenecks.
  • Track the performance of sales teams and individual representatives.
  • Integrate seamlessly with HubSpot for real-time data updates.

This template is essential for B2B companies aiming to optimize their sales strategies and improve their overall sales process management.

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B2B Dashboard template

The B2B Dashboard template integrates with HubSpot, Facebook Ads, Google Ads, LinkedIn Ads, and Google Analytics 4 to provide a centralized view of your marketing and sales data.

Utilize this dashboard to track and analyze:

  • CRM Data from HubSpot for lead management and sales performance.
  • PPC Campaigns across Facebook, Google, and LinkedIn Ads to monitor ad spend and ROI.
  • SEO Metrics to assess organic search performance and traffic sources.
  • Website Analytics through Google Analytics 4 for user behavior insights and conversion tracking.

This template is designed for B2B marketers seeking to streamline data from multiple platforms into a single, actionable interface.

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What is a HubSpot dashboard?

A HubSpot dashboard is an interface tool that consolidates data from multiple sources (e.g., HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub) to track and display key performance indicators (KPIs) (e.g., lead conversion rate, deal close rate, email open rate), enabling teams to monitor performance and create presentations for stakeholders.

HubSpot dashboards are typically built using HubSpot's native reporting tools or integrated with other solutions to enable high customization and integration of multiple data sources.

What to include in a HubSpot dashboard?

An actionable HubSpot dashboard balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive HubSpot dashboards

Executive dashboards for CMOs, CEOs, and clients show the bottom-line impact of marketing and sales efforts. Reviewed weekly, monthly, or quarterly, they include:

  • ROI analysis: by channel, using attribution models for large budgets.
  • Unit economics analysis: CAC, LTV, payback, ARPU from HubSpot-acquired customers.
  • Cohort analysis: retention, expansion, and LTV by customer cohort (sign-up period, acquisition channel).
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified reports.

HubSpot manager dashboards

Manager dashboards have cross-channel views with drill-downs to see performance by client, brand, region, team member, funnel stage, and campaign. They help align teams, define tactics, and include:

  • Cross-channel reporting: overall campaign, product, client, or region reporting across channels.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues.
  • Competitive analysis for channel and tactic mapping.
  • Topic, keyword, content, audience research.

Operational HubSpot Dashboards

Operational dashboards for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

  • Email: delivery, open, conversion rates.
  • Sales: deal stages, pipeline velocity, win rates.
  • CRM: contact engagement, lifecycle stages, lead scoring.

Operational HubSpot dashboards are highly customized, built in flexible tools to enable data cleaning, blending, annotations, and integrating multiple sources.

How to build a HubSpot dashboard?

To build a HubSpot dashboard, connect your data sources, choose a template, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the dashboard, design and share via link, PDF, or email.

Here’s the breakdown:

Connect data sources

Define and connect the data sources to bring to your dashboard. Common sources are HubSpot CRM for contact and deal data, HubSpot Marketing Hub for campaign performance, and HubSpot Sales Hub for sales metrics.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your dashboard.

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of HubSpot dashboard templates designed for use cases like lead tracking, sales performance, and email campaign analysis.

Learn to copy Looker Studio templates.

While templates are the starting point, make them specific for your business or agency. Map your specific metrics, especially custom conversions, CRM contact data, and all the fields and metrics that you define as "conversions" and "revenue".

Select metrics, dimensions, and charts

Once your dashboard template is downloaded, you may 1) modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps:

  1. Select the data source and the account connected to it.
  2. Choose metrics (e.g., leads, deals, email opens, etc.).
  3. Choose breakdowns to segment your data (e.g., by date, campaign name, contact owner, etc.).

You can follow these tutorials on adding data to your dashboards:

Design

To make your HubSpot dashboards truly white-label, you can add logos, colors, fonts, and styling to mirror your brand.

Follow these tutorials to design your HubSpot dashboards:

Share

Share your HubSpot dashboards via links, PDF, schedule emails, and control permissions.

KPIs to include in a HubSpot dashboard?

HubSpot dashboards should include a mix of funnel—visibility, engagement, conversion—, efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of marketing and sales efforts towards business goals. They include:

Funnel KPIs measure the buying process (from the marketer perspective), regardless of the channel:

  • Visibility metrics: email deliveries, website visits.
  • Engagement metrics: email opens, clicks, form submissions.
  • Conversion metrics: leads, deals, closed-won opportunities.

Efficiency KPIs compare your outputs to the cost, including:

  • Visibility: cost per email sent.
  • Engagement: cost per click.
  • Conversion: cost per lead, cost per deal.

Effectiveness KPIs compare the input with the output from one funnel stage to another:

  • Visibility: email open rate.
  • Engagement: click-through rate.
  • Conversion: lead conversion rate.

Sales and cost KPIs show the bottom-line impact of your performance:

  • Sales: customers, revenue.
  • Cost: marketing spend, sales expenses.
  • Efficiency: ROI, customer acquisition cost (CAC).
  • Effectiveness: average deal size, sales cycle length.

To analyze these KPIs, segment them by:

  • Channel: email, social, organic vs paid.
  • Time: hourly, daily, weekly, monthly.
  • Campaign: funnel stage, objective.
  • Business: client, branch, region.
  • Audience: geo, tech, demographics, interests, behavior.
  • Content: creatives, format, topic, keyword.

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