Overview dashboard

Modified on Thu, 13 Jul 2023 at 10:06 PM

The Buyer Discovery - HubSpot overview dashboard

Using the Buyer Discovery properties on the Company object, you can build an Overview dashboard like this:

Overview

To Build this dashboard, you will need to create a new dashboard and add to it seven reports:

Categories Viewed vertical bar chart
Competitors Viewed horizontal bar chart
Purchase intent grid
Purchase intent KPIs
Purchase Intent donut chart
Product Awareness donut chart
Engagement donut chart

Here are the steps to build this Buyer Discovery Overview dashboard in your HubSpot account:

Initial dashboard setup

In your HubSpot account, in the top section bar, select, Reports, then Dashboards

On the dashboards screen, select create a new dashboard.

On the Create Dashboard screen, click New dashboard

On the create dashboard side panel, Name your dashboard, select your access preferences, and click Create Dashboard

Back on the Dashboard page, locate the dashboard you have just created and select it

1. Categories Viewed vertical bar chart

On the new dashboard page, click Add report, then Create report

Click on single-object, then click Next

Select Companies, then click next

Click on Add Company Property

Search and select Category Viewed 1

Click on Visualization

On the Visualization tab, drag Category 1 Views, then Count of Companies, up to the Displaying section

Click on the Filter button

Click on Create date and set to "is all time" and click Update filter

Click Add Filter and then select Category Viewed 1, select "is known" and click "Apply filter"

Name this report Categories Viewed, and click Save, then Save & add in the next side panel

Click on Exit twice to go back to your dashboard

2. Competitors Viewed horizontal bar chart

Now for the next report, as done above:

Click add report, then Create report
Select "single object"
Select Companies, then click next
Click on Add Company Property

Now for this specific report, search and select Competitor Viewed:

As done with the earlier report:

Drag up Competitor Viewed 1, then Count of Companies to the Displaying section
Click on Filters
Click on Create date and change to "is all time", and click Update filter
Click Add filter, search then select Competitor Viewed 1, select "is known", and click Apply filter

For this specific dashboard, choose the chart type as the second, vertical bar chart option, and change the color to Blue

Change the name of the report to Competitors Viewed, click Save, then click Save & add

Click Exit twice to get back to your dashboard

3. Purchase intent grid

Now for the next report, as done above:

Click add report, then Create report
Select "single object"
Select Companies, then click next
Click on Add Company Property

Now for this specific report, search and select:

Company name
Category Viewed 1
Engagement
Awareness
Purchase Intent

As done with the earlier reports:

Click on Create date and change to "is all time", and click Update filter

For this specific dashboard, under Visualization, choose the chart type as the last grid option, and for the Configure table field, select "Unsummarized data table"

Click on the Purchase intent column label to order from High to Low

Click save, then save and add, then check the dashboard

4. Purchase intent KPIs

Now for the next report, as done above:

Click add report, then Create report
Select "single object"
Select Companies, then click next
Click on Add Company Property

Now for this specific report, search and select: Purchase Intent

As done with the earlier reports:

Click on Create date and change to "is all time", and click Update filter

For this specific report, under Visualization, choose the chart type as the second to last KPI option, and for the Configure table field, and drag up Purchase Intent and Count of Companies to the Displaying section.

Click save, then save and add, then check the dashboard

5. Purchase Intent donut chart

Now for the next report, as done above:

Click add report, then Create report
Select "single object"
Select Companies, then click next
Click on Add Company Property

Now for this specific report, search and select: Purchase Intent

As done with the earlier reports:

Click on Create date and change to "is all time", and click Update filter

For this specific report, under Visualization, choose the chart type as the fifth Donut chart option, and for the Configure table field, and drag up Purchase Intent and Count of Companies to the Displaying section.