Free template

HubSpot dashboard template

A free, ready-made HubSpot sales dashboard: open pipeline, revenue won, win rate and average deal size, by month, deal stage and owner. Copy the template into Mammoth, connect HubSpot, and get the same dashboard on your own deals.

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HubSpot dashboard built in Mammoth, showing Open pipeline, Deals won, Revenue won, Win rate, Average deal size, Deals created — The dashboard Mammoth built from that sentence, on sample data.Open the live dashboard →

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What is a HubSpot dashboard template?

A HubSpot dashboard template is a ready-made dashboard for your HubSpot data with the numbers and charts already chosen. This one covers the deal pipeline: connect HubSpot and it fills in with open pipeline, revenue won, win rate and deal size, by month, stage and owner. It updates from HubSpot, so the sales review starts from current numbers.

What's on it

What's in the HubSpot dashboard template

Six numbers at the top and three charts below them.

Six numbers at the top

HubSpot dashboard: Open pipeline, Deals won, Revenue won, Win rate, Average deal size, Deals created

Open pipeline: The value of every deal not yet won or lost.
Deals won: How many deals closed won.
Revenue won: The value of the deals that closed won.
Win rate: Deals won ÷ all deals created, so open deals count against it.
Average deal size: The average value of a won deal.
Deals created: How many deals were created in the period.

Revenue won by month

The value of the deals won each month, by close date.

Open pipeline by deal stage

The value of open deals at each stage, largest first.

Revenue won by deal owner

The value each deal owner won, highest first.

How it works

How to use this HubSpot dashboard template

Step 1
Connect HubSpot
Connect your HubSpot account in Mammoth, or upload a report export.
Step 2
Paste the template
Copy the sentence at the top of this page into Mammoth. It builds the same dashboard from your data.
Step 3
Share or schedule it
Share a link, or have it emailed every week. Viewers are free.

Compare

HubSpot dashboard templates compared

This template in Mammoth, HubSpot's own dashboards, and a Data Studio template. Data Studio is Google's free report builder, called Looker Studio until recently.

Mammoth template

For sales reporting on HubSpot with your ad spend, finance or other data, shared with anyone.

✓Ready-made template
~FreeFree plan for uploaded files
✓Ad spend or finance data in the same dashboard
✓Share a link anyone can open
✓Change it by asking in plain words

HubSpot dashboards

For reporting inside HubSpot, for people with a HubSpot login.

✓Ready-made template
~FreeLimits on free plans
✕Ad spend or finance data in the same dashboard
✕Share a link anyone can open
✕Change it by asking in plain words

Data Studio template

For a free report when most of your data is Google's.

✓Ready-made template
~FreeNeeds a partner connector, most of them paid
~Ad spend or finance data in the same dashboardNeeds a paid partner connector
✓Share a link anyone can open
✕Change it by asking in plain words

HubSpot dashboard template questions

What should a HubSpot sales dashboard include?

Open pipeline, revenue won, win rate and average deal size at the top, then revenue by month, open pipeline by deal stage and revenue by deal owner. Add days to close or deals by source when you need to find out why a number moved.

How is win rate worked out on this dashboard?

Deals won divided by all deals created in the period, so deals still open count against it. If you want won divided by won plus lost, ask for that change and Mammoth updates the card.

How do I use this HubSpot dashboard template?

Connect HubSpot to Mammoth, or upload a HubSpot deals export as a CSV or Excel file. Then paste the template sentence from the top of this page. Mammoth builds the same numbers and charts from your data.

Is the template free?

The template is free to copy. Building it from an uploaded HubSpot deals export works on Mammoth's free plan. Connecting your HubSpot account directly needs a paid plan.

Can I change the template?

Yes. Ask for the change in plain words, such as "add clicks by device" or "show last month only", and Mammoth updates the dashboard.

Can Mammoth connect to HubSpot directly?

Yes. HubSpot is one of Mammoth's 100+ tested connectors, so the dashboard reads your account rather than an export.

How often does the dashboard update?

Each refresh pulls the latest HubSpot data and every number and chart updates. Daily on Team and every 3 hours on Pro, with no copying and pasting.

Can I combine HubSpot with other sources?

Yes. Connect HubSpot alongside GA4, a CRM or a spreadsheet, join them in Mammoth, and build one dashboard across all of them, for example ad spend against the deals it produced.

Can I share it with clients?

Yes. Share a link or have it emailed on a schedule, and viewers are free on every plan. On the Mammoth Pro plan you can put your own logo and domain on it.

Is the data on this page real?

No. It is sample data for an invented brand, in the same columns a HubSpot deals export uses. The dashboard itself is real: it was built in Mammoth, and you can open it live.