Hubz.

Dashboard / Shared business overview

CRM dashboard: sales, customers and daily priorities

Review sales, risk, support, operations and customer indicators in clearly organized dashboard sections.

PRODUCT VIEW

See how it works.

The Hubz dashboard includes overview, sales, risk, support, operations and customer sections. Review open opportunities, won business, revenue, upcoming renewals and daily tasks in their respective areas. Each indicator retains its own data context, helping the team understand the different activities behind a headline total.

Hubz.Workspace / DashboardDK
EXPLORE THE PRODUCT

Dashboard

Sample view
Pipeline and revenue24Sample data
Risk and renewals12Sample data
Operational overview8Sample data
DashboardSample period
1
2
3
4
5
6
7
8
9
10
11
12
Values are illustrative product examples, not actual results or performance claims.
01Choose the period
02Review a section
03Adjust the view
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Switching between a sales spreadsheet and a separate list of overdue work makes it harder to decide what to prioritize each day.

WHAT YOU CAN WORK TOWARDS

Identify the area that needs attention in a shared overview, then continue working on the relevant record.

STEP BY STEP

How to use it.

  1. 01

    Choose the period

    Set the relevant date range and revenue reporting period so the scope of your review stays clear.

  2. 02

    Review a section

    Open sales, risk, support or operations to read the indicators relevant to that decision.

  3. 03

    Adjust the view

    Use the customization tools to keep relevant widgets visible and inspect details behind a selected revenue point.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Dashboard
Sample period / records included

Pipeline and revenue

See opportunity stages, revenue movement and won business from your existing records.

FOCUS 02▤
Dashboard
Sample period / records included

Risk and renewals

Assess opportunity risk, recurring revenue and upcoming renewals as distinct sales questions.

FOCUS 03↗
Dashboard
Sample period / records included

Operational overview

Review open and overdue tasks, activities and team workload.

FOCUS 04◇
Dashboard
Sample period / records included

Support and data quality

Include support status and missing customer information in the broader picture.

FOCUS 05⌁
Dashboard
Sample period / records included

Personalized view

Adjust widget visibility and return to record details behind the revenue chart when needed.

IN EVERYDAY WORK

What it looks like in practice.

Team manager

You want to prepare for the weekly meeting with sales totals and outstanding tasks.

Use different indicators in the same workspace to discuss concrete priorities.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Included in every plan. Visible data depends on enabled modules and user permissions.

  • Open opportunity value, won business and revenue are different measures and must be read in the appropriate context.
Compare plans

YOUR QUESTIONS

About this feature.

01Can I customize the dashboard?

The available customization tools let you adjust widget visibility. They organize the dashboard's existing sections rather than provide a general-purpose report designer.

02Will it show data from disabled modules?

Indicators depend on enabled workspace sources and user access. The presence of a dashboard area does not create data in a disabled module.

RELATED WORKFLOW GUIDES

You may also need these features.

Sales reportsReview won sales, pipeline, recurring revenue and quote reports alongside the relevant commercial records.Outreach and campaign reportsAssess email campaign results and event preparation through their respective data sources.CRM reportsReview contact status, last interaction, company associations and company segments from existing records.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Sales pipeline

Track potential work, the customer relationship and its sales stage in the same view.

02

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

03

Reports and visibility

Review sales, customer relationships, support, operations and data quality through your existing records.