Points on how to create and review reporting dashboards to HubSpot best practice
Reports are using a relevant display type - e.g.. 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 e.g. 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 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
