HubSpot

Custom HubSpot Dashboard

HubSpot gives you the deals. We give you the view that joins HubSpot to the systems around it.

HubSpot has excellent native dashboards for HubSpot data. The pain starts when you need HubSpot joined to a call tracker, an EMR, a billing system, or ad platforms that HubSpot does not natively connect. We build the dashboard that puts them all in one view.

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Extra HubSpot seats
Near real-time
Refresh cadence
Any ad platform
Join HubSpot to spend
Any phone system
CallTrackingMetrics, CallRail, and more
What you see

Standard modules on this dashboard

Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.

Pipeline, Conversion, Forecast

Classic deal health plus the context HubSpot cannot show on its own — call attribution, ad spend, downstream outcomes.

Call to Deal Attribution

Which inbound calls became deals. Join your phone system to HubSpot and see which campaigns actually produced revenue, not just activity.

Ad Spend to Revenue

Google, Meta, Bing, TikTok, LinkedIn. Rolled up by campaign and matched to HubSpot closed-won.

Missed Call Follow-Up Status

Match inbound calls to HubSpot contacts and deals, then match outbound follow-up to see where leads are being dropped.

Operational Views Beyond HubSpot

Operations managers and leadership who need the numbers but should not need a HubSpot seat still get the view they need.

Per-Team + Per-Brand Rollups

If your HubSpot portal runs multiple business units or brands, every team sees their own slice.

Test it out

Call us. Watch yourself appear in queue.

A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.

Dial from any phone
(855) 605-7127
  • — The live widget polls your call system every 6 seconds
  • — Caller numbers are masked to the last 4 digits
  • — Perfect for a wall-mounted TV in the call center
  • — Pair it with any of our standard dashboards
A real person will pick up — tell us what you're building and we'll show you how it would look for you.
Live Queue · TrussCharts demo
Clear — no one in queue
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Dial the number and watch yourself appear here within 6 seconds. The number masking matches what a dashboard on your call center TV would show.
Refreshes every 6 seconds · Caller numbers masked to last 4GET /api/queue-live
FAQ

Common questions

HubSpot dashboards are good for HubSpot data. We join HubSpot with your call tracker, your EMR, your billing system, and ad platforms HubSpot does not natively support to answer questions HubSpot alone cannot.
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Get a quote

Tell us your systems. Get a fixed quote in 48 hours.

We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.

We will not add you to a drip list. Promise.