Hubsessed Office Hours - Reporting and Dashboards - Nov 4, 2026
- Joshua OakesHost
- Madelyn DonovanHost
Wednesday, November 4, 2026
Sign in to watch the full replay and read the transcript.
Madelyn Donovan and Joshua Oakes start from a default dashboard and ask "so what?": segments as filters, the magic "me" filter, who a dashboard is for, a sales weekly review layout, weighted pipeline, and stage, amount and close date.
Key takeaways
Start a dashboard with "so what?": which objects matter to the people it's for, and which dimensions answer the question they're actually asking.
Segments can work as report filters for complex or cross-object conditions, but they interact weirdly with dashboard filters; a text widget can remind people to filter first.
One segment can serve a campaign's sends, ad syncing and reporting, so the list you act on is the list you report on.
A dashboard is not an index view: link to filtered views instead, and use presets to give a team a default homepage.
The "me" filter confuses everybody; when a report shows zero or a leader can't see a rep's deals, check the filter first.
Know who the dashboard is for: an individual or a team, sales quotas or marketing KPIs, and what leadership needs to compare.
Reporting is something you look at periodically to make a decision; idle curiosity repeated for a year is how a dashboard ends up with 52 reports.
A sales weekly review dashboard can put top-line metrics across the top, then new records, current stage status and outcomes, then detail as you scroll.
Weighted pipeline value multiplies amount by stage probability; set the probabilities from what you know about your win rates, not a flat guess, and adjust them as you learn.
Keep stage, amount and close date updated and you have projections you can break down by rep or segment; conditionally required stage properties and a lapsed-close-date widget help keep them updated.
Questions answered
- 00:00Starting from the default dashboards, and bookmarking what we can't doTopic
- 02:18Segments as report filters, and how they interact with dashboard filtersTopic
- 03:04A text widget for warnings, and one segment for acting and reportingTopic
- 06:14One-to-one dashboards: link to a filtered view instead of duplicating itTopic
- 07:40Setting a team's default homepage with presetsTopic
- 08:59The CRM data overview standard dashboardTopic
- 09:53Smaller tiles, and dashboards as a way to make sense of dataTopic
- 11:56What would your first step be if your client doesn't know what to do and just wants you to create a bunch of dashboards?Question
- 13:44So what? The objects that matter, and the dimensions that answer itTopic
- 18:05Who the dashboard is for: managers and reports, sales and marketingTopic
- 19:00Individual versus team: quotas in sales, KPIs in marketingTopic
- 20:22What leadership asks to see, and what actually moves the needleTopic
- 22:42Reporting versus analysis, and reporting storiesTopic
- 24:24A goals overview dashboard for the weekly sales meetingTopic
- 26:19Individual dashboards as templates, and the Porsche on the shared oneTopic
- 28:13The magic "me" filterTopic
- 32:28Do you have any other general first types of reports that you add?Question
- 32:43Laying out a sales weekly review dashboardTopic
- 35:40Look-back windows, and the dashboard metrics opt-inTopic
- 37:40A wish list for property searchTopic
- 39:50Pipelines by team, and weighted pipeline valueTopic
- 41:38Weighted amount: the math on stage probabilitiesTopic
- 44:41Editing stage probabilities, and why you don't just guessTopic
- 46:08Poor man's forecasting: stage, amount and close dateTopic
- 48:31Conditionally required stage properties, and lapsed close datesTopic
- 50:25Line items and note takers that keep amount and close date currentTopic