Add Opportunities to Dashboard
Today, the dashboard shows Visit, Leads and Customers. We would love to be able to choose Opportunities. Thanks for your consideration!
Andre Sprague commented
This is also covered in another post here.
https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/5655258-personas-tool-is-missing-sql-s-opportunities I'll add my comments to this thread as well.
A great solution to this would be to add the ability to customize the contacts table on the default marketing dashboard. Let us choose what stages we want to see in a snapshot instead of forcing Leads, MQL's and Customers.
I get that this is a selling point for the dashboards addon, but this seems like a basic feature that should be included with the base price. "Want to dig deeper ? Try our Reports Dashboards for free for 30 days."
If you are still fighting with the opportunity cost of the Reports Dashboard...at least let us who have subscribed to the addon customize this view!
Totally support what Sean wrote. We have several different stages in between contacts and customers (in our case registration to trial, trial activation etc) which are critical to measure marketing performance and critical for our sales to see and work by.
Today it is impossible for me to filter any report by that status (for example I would like to know which sources contributed to different stages), and I'm forced to do it manually. The dashboard as it is is almost useless for me.
Sean Henri commented
Marketing's job doesn't end with the creation of a lead - we continue to nurture and influence as that lead moves through the sales pipeline, and then help keep customers loyal and happy after the deal is done. In general, I'm finding Hubspot to be very lacking in every step of the funnel past an MQL. Bringing this data to the dashboard (or maybe letting us have the flexibility to customize it a bit more based on our unique business needs) would go a long way in helping address these gaps.
Andrew Erickson commented
Any updates on timeline for this?
Opportunities and Revenue are so much more important than leads since "leads" include anyone added to the database - vendors, spammers, careers applicants. And customers should be revenue since some customers hire us for an hour and some for a million dollar project. If you don't sell widgets with a standardized price, these metrics don't matter.
I would like to be able to see SQL and Opportunities as well. What would be perfect, in fact, is a customizable dashboard - so I could choose to show Leads, SQL, Opps, and Customers, while someone else could see Total contacts, MQL, SQL, and Customers, for example.
Any update on this? Having leads is nice. Having Contacts is nicer. But what really matters is having OPPORTUNITIES (i.e. cashola!).
This came up in a Salesforce session at Inbound and there were quite a few of us in the room who echoed this sentiment. We have 90% of the info from Salesforce in Hubspot Analytics (visits/leads/contacts) but are missing the last 10% ---
and it is the 10% that is the most important and relevant.
It is great to know that my campaign created 2000 visits, 200 leads, and 20 customers. WHO CARES.
I really want to know how much REVENUE from opptys that the campaign created.
Marketing people like to see conversion rates in niche little percentages.
I'm a business owner and I want to see conversion into $.
Please consider this Hubspot.
We love you...
I need this! We're a B2B company w/ a traditional sales to marketing organizational layout, we need to track visits to opportunities please :)
Alan Johnson commented
I agree totally with Drew Monroe's comments.
Drew Monroe commented
I second and third these requests. It's becoming more and more important for us to see all conversion rates in the marketing performance dashboard from Visits > Lead > MQL > SQL > Opportunity > Customer on a monthly basis. Having these extra stages at least as available options in the customizable portion of the dashboard would be awesome.
A company with a marketing team that hands off qualified leads to a sales team is going to want to see the conversion rates of every stage of the process, and more specifically, what percentage of visits are getting handed off to the sales team as MQLs.
Actually have all lifecycles available to customize the dashboard, so sales can login and see sales qualified, opportunities, and customers, while marketing can see traffic, leads and customers or opportunities.