Hubsessed Office Hours: Reporting and Dashboards · Every clip

Who is the dashboard for?

Madelyn Donovan · Wednesday, November 4, 2026

The CRM overview is the dashboard we gravitate toward, because we want to know what records are there. In Reporting and Dashboards Office Hours I said that leadership "doesn't really care about that or they don't realize that they shouldn't care about that." So start with who it's for. A sales team has individual contributors who get scored, and marketing is usually more channels that roll up into whatever we decide success is. Josh added that individual versus team is a good call out. What leadership wants is "what's happening, what can we compare, how are we succeeding?" Ask who is reading it before you pick the first chart. The full session: https://www.hubsessed.io/office-hours/reporting-dashboards/2026-11-04