2. HubSpot Dashboards — Tracking Your Performance
All your production and activity metrics are automatically tracked in HubSpot. You do not need to count calls manually — the system does it for you.
- Find all of your dashboards in the Reports section of HubSpot
- Toggle between your personal metrics and team metrics using the dashboard selector
- Your personal metrics are in the "Sales Agent" Report
Key Dashboard Dials to Watch
|
Dashboard Dial |
What It Tracks |
Target |
|
Monthly AP |
Annual Premium sold this month vs. your monthly target (grey line) |
$15K / $30K / $45K+ depending on month |
|
Weekly Calls |
Outbound dials and attempts for the current week |
500 per week |
|
Weekly Meetings |
Google Meet plan reviews held this week |
8 per week |
|
Check Your Dials Daily The grey line on each dial is your target. If your needle is below it mid-week, you need to pick up the pace. Waiting until Friday to check is too late. |