Creating & Reviewing Reporting Dashboards

Points on how to create and review reporting dashboards to HubSpot best practice

• Reports are using a relevant display type - eg. all reports are created in horizontal view as it is easier to read (unless otherwise specified for requirements) 
• Date range on individual modules/reports needs to be consistent across the dashboard
• Think through when creating properties as it can mess up reporting 
• Using colours for different record type reports eg deal (blue) contact (orange) company (green)
• Ensure naming conventions are consistent and descriptive
• If creating a Sales Dashboard it should  include an Overdue tasks report by filtering tasks by date range is in the last 365 days 
• Use the out of the box report (Tasks incomplete assigned to me by due date) for task reporting as it includes additional complete task functionality 
• When selecting a date range consider whether to use the entire month or month to date consider  what you're trying to show  
• Do not create individual rep dashboards use a filter - deal owner is me 
• Reports are named clearly and follow a standard naming convention
• Reports are using sensible filters, e.g. not are an SQL, became an SQL