Sales Hub Overview
What is Sales Hub?
Sales Hub is a premium dashboard that gives you full visibility into your sales team's performance. Track revenue, KPIs, conversions, team activity, and ROI in real-time. It also includes gamification features to drive healthy competition.
Five dashboard tabs
- Overview: Key metrics (revenue, deals, close rate, reps), team leaderboard, ROI metrics, recent activity feed, AI insights, quick actions
- Analytics: Morning briefing, work schedule, team comparison table, department analytics, revenue velocity chart, conversion funnel, source quality, market yield
- ROI: Return on investment trends, leads by source, cost per lead, manager performance table, custom report builder
- Competition: Live activity feed, animated leaderboard, streak tracker, active challenges, team vs team battles
- Settings: Data source config, team management, department plan, tracked metrics, budget allocation
Getting access
Sales Hub is available on Pro and Enterprise plans. Go to Settings > Billing to upgrade. Once active, it appears in the sidebar under Dashboards as 'Sales Hub'.
AI Insights
The Overview tab includes AI-generated insights:
- Predictions: 'Eugene is on track to exceed plan by 19%'
- Alerts: 'Alexander's conversion dropped 8% this week'
- Coaching: 'Angelica has strong call volume but low close rate'
Insights update daily based on current performance data.