CRM dashboards in HubSpot and Dynamics 365
Custom dashboards that turn CRM records into a clear view of customers, pipeline and engagement.
- Year
- 2024
- Tools
- HubSpot, Dynamics 365, Power BI
The aim
Build CRM dashboards in HubSpot and Dynamics 365 that help the team manage customers.
What we did
- Worked through the customer management requirements and agreed the key metrics.
- Built dashboards for tracking and visualising those metrics.
- Integrated them with the existing CRM platforms, so nothing had to be re-keyed.
What we delivered
- Custom dashboards in HubSpot and Dynamics 365.
- Training materials for users.
- Documentation covering how each dashboard works and how to maintain it.
The outcome
Better customer relationship management, with insights the team can act on and better engagement with clients.