Understanding your sales funnel isn't optional — it's essential. Knowing where leads drop off, how they convert, and what your win rate looks like allows you to fine-tune your sales and marketing strategies for better results.
HubSpot’s Dashboards provide a powerful, visual way to track funnel performance, identify bottlenecks, and act on data. In this guide, we’ll walk through how to set up key reports that give you a full picture of your revenue engine.
A well-monitored funnel tells you:
Which stages are leaking leads
Where to improve conversion tactics
How sales and marketing alignment impacts deals
What actions lead to revenue — and which ones don’t
Without this visibility, you’re flying blind.
🔗 HubSpot’s State of Sales report highlights that 40% of reps say getting visibility into sales performance is a top challenge — and dashboards solve this head-on.
Here are the must-have reports for tracking funnel health:
This report shows how many deals enter each stage and how many exit to the next.
Metric: Conversion rate between stages
Use it to: Spot major drop-offs (e.g., Discovery → Demo)
Action: Investigate objection handling, rep follow-up delays, or qualification issues
How to build it:
Use the "Funnel Report" under Custom Reports → Deal-based → Funnel visualization.
Find out which sources generate quality leads that move through the funnel — not just quantity.
Metric: Source-to-close conversion rate
Use it to: Double down on high-performing channels
Action: Reduce investment in low-converting traffic
Example: You may see that webinar leads convert at 12%, while paid social converts at 2%.
See how performance varies across reps or teams.
Metric: Deals won vs. deals created
Use it to: Identify coaching opportunities or share successful strategies
Action: Standardize winning behavior using playbooks
Understand where deals stall and why.
Metric: Days spent per stage
Use it to: Identify stages that slow down deals
Action: Automate next steps or create task reminders
Pro Tip: Tie in Sales Sequences to improve stage progression.
Monitor how realistic your pipeline is and project future revenue.
Metric: Forecasted vs. actual revenue
Use it to: Sharpen leadership reports and investment timing
Action: Align on realistic targets with marketing
📊 Learn more from HubSpot Academy on funnel reports
Go to Reports → Dashboards
Create new dashboard or use templates like Sales Manager Dashboard
Add custom reports:
Deal funnel
Lead source conversion
Stage time analysis
Forecast accuracy
Use filters:
Time periods (this month, quarter)
Pipeline type
Rep or team filters
Share with:
Sales managers (daily use)
Executives (weekly roll-ups)
Marketing (alignment syncs)
When CRM Magnetics set up funnel tracking for a mid-size B2B tech firm, they discovered a 46% drop-off between demo and proposal. The issue? Reps weren’t logging follow-ups. By adding task triggers and dashboard alerts, they reduced that drop-off by half in 90 days — boosting their close rate and shortening the sales cycle.
Your HubSpot funnel data tells a story. If you know how to read it, you’ll uncover exactly what’s working — and what’s not. With dashboards that highlight drop-offs, conversion rates, win rates, and time in stage, you’ll have the tools to optimize performance and revenue at every step.
Need help setting up actionable funnel dashboards? CRM Magnetics builds custom HubSpot reporting stacks that bring your data to life.