Hubspot Google Sheets Dashboard Template
Use Windsor.ai’s HubSpot to Google Sheets template to monitor deals, revenue, traffic sources, and lost reasons in an auto-refreshing dashboard. Track CRM performance and optimize sales and marketing without digging through raw data.
Just connect your HubSpot account via the Windsor.ai connector and create a custom dashboard in minutes.
How to use this template: setup instructions
Prerequisites:
- HubSpot account with the required permissions
- Google account with Google Sheets access
- Windsor.ai account
- Windsor.ai extension installed in Google Sheets
Connect your HubSpot data to Windsor.a
Register or log in if you already have an account, and connect your HubSpot account. Select at least one account from the drop-down.
Choose Google Sheets as the destination
Click on Preview and Destination, choose Google Sheets, and copy your API Key from the instructions.
Copy this template
Open the HubSpot Google Sheets Dashboard Template. Make a copy to your own Google Drive so you can edit and customize it.
Sync the data
Follow the in-template instructions to link your live data feed from Windsor.ai to the dashboard. Paste your Windsor.ai API key when prompted to activate the data connection.
Why use this Hubspot Google Sheets template?
Keep track of the latest CRM metrics
Keep track of the latest CRM metrics
Stay on top of your fresh CRM metrics—without logging into HubSpot or dealing with messy exports. This template automatically updates your key data, including contacts, deal values, marketing performance, and lost deal reasons, on your preferred schedule. No manual updates needed.
Uncover why deals are falling through
Uncover why deals are falling through
Quickly identify the most common reasons behind lost deals—whether it’s pricing, competition, timing, or other factors—so you can address potential issues and increase your win rate, along with enhancing customer experience.
Identify top-performing traffic sources
Identify top-performing traffic sources
Track and compare marketing channels using insightful visualizations to see which sources drive the most traffic and impact, so you can focus your efforts where they most impact.
Track revenue trends and spot daily changes
Track revenue trends and spot daily changes
Monitor deal amounts and revenue fluctuations day by day. This free HubSpot template for Google Sheets helps you identify spikes, trends, and anomalies in your sales performance, so you can make timely optimizations.
Google Sheets HubSpot template: metrics, dimensions, and breakdowns
This free HubSpot template for Google Sheets is designed for sales teams, marketing strategists, and company leadership.
All data is pulled automatically via Windsor.ai’s connector and updated on your preferred schedule in Google Sheets.
Metrics:
- Deal Amount
- Lead Opportunities
- Traffic Source Breakdown
- Company Revenue
Dimensions & filters:
- Date Range
- Deal Lost Reason
Dashboard overview
This HubSpot Google Sheets dashboard is made up of five main sections:
1) HubSpot performance summary
A quick overview of your latest CRM’s results, including deal amount, lead opportunities, and company revenue—ideal for checking sales and marketing performance at a glance.
2) New deals vs Deal closed lost reasons
Track daily changes in deal amounts to see how your pipeline is growing. At the same time, analyze why deals are being lost—spotting common objections or issues that can help you fine-tune your sales process and close more deals successfully.
3) Traffic sources performance comparison
Visualize the share of traffic each channel delivers with daily trend graphs. Identify which sources—organic, paid, social, or referral—are gaining momentum and which might need your attention for optimization.
FAQs
Do you have the detailed documentation for Google Sheets data integration with Windsor.ai?
Yes, you can find our step-by-step documentation for integrating data into Google Sheets with Windsor.ai here:
Why do I need to use this HubSpot Google Sheets template?
It’s designed to track your CRM and marketing performance using metrics from HubSpot—fully prepared for custom analysis and automated reporting.
How frequently is the data updated in the dashboard?
Data updates can be scheduled daily, hourly, or at your custom intervals, within Windsor.ai’s extension.
Do I need coding skills to use this template?
No. This is a fully no-code solution. Just connect your data, authorize the account, and run the query using the Windsor.ai extension.
Can I customize the layout or add visuals to this template?
Absolutely. Windsor.ai’s connector makes it easy to adjust graphs and charts, create new sheets, or apply filters in Google Sheets.
Is this HubSpot Google Sheets template free to use?
Yes, you can use any template from our gallery free of charge. The only fees might apply to data syncing using the Windsor.ai connector for automated data integration from a data source into Google Sheets. Here are our pricing plans.
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