Sales Funnel: HubSpot Data


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.