Sales Funnel: HubSpot Data

Description
This dashboard is designed for sales and marketing managers to easily track and deal stages and analyze conversion drop off with HubSpot data
Key Metrics in this dashboard
Number of deals, conversion activities (e.g. sales demo call), closed deals
Number of deals by deals stage
Step-by-step conversion rate between each step
Required vendors to use this template:
Data Ingestion: Fivetran
Data Storage: Snowflake
Data Modelling: dbt
Dashboard: Perset
Can I use vendors other than the ones mentioned above?
Unfortunately, the self-serve flow requires that you have the 4 vendors mentioned (ingestion, data warehousing, modeling, and dashboard tools) set up in your data platform. 
However, if you want to use other vendors, such as your own BI tool, please Schedule A Call with one of our data experts. We'll work with you to find a solution that fits your specific requirements.
Last modified 29d ago