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Resource Library

Browse ebooks, tools, guides, templates, webinars and more - all designed to help you grow your business. Filter by topic or format to find exactly what you need.

Free Dashboards & Reports Resources

Explore 18 Dashboards & Reports resources

Showing 1 - 12 of 18

  • Guide

    Artificial Intelligence, Customer Service, Dashboards & Reports, Marketing, Sales

    Guide

    Operation Automation: Practical AI Workflows for Growing GTM Teams A practical guide showing how growing teams use AI agents to automate sales, service, and operations work inside HubSpot. Download for demo videos, use cases, and example prompts to get started.
  • Webinar

    Artificial Intelligence, Dashboards & Reports, Marketing, Marketing Automation

    Webinar

    Group Demo: Scaling Marketing Operations with Data Agent As marketing teams grow, complexity compounds. More data, more stakeholders, and more pressure to move fast without losing control. Larger teams need a platform that can support scale, governance, and visibility, while still helping teams act on insights quickly.
  • Webinar

    Analytics, Artificial Intelligence, Dashboards & Reports, Sales

    Webinar

    Group Demo: Turning Prospects and Data into Pipeline with AI Agents In this group demo, you’ll see how HubSpot’s Prospecting Agent and Data Agent work together to help growing teams find the right prospects, prioritize what matters most, and take clear action, all inside HubSpot.
  • Template

    Excel

    Sales, Dashboards & Reports

    Template

    Excel

    Monthly Sales Dashboard Template A sales dashboard template for Excel or Google Sheets helps track key sales performance KPIs. Explore how to use it and customize it for your business.
  • Template

    Excel

    Lead Generation, Sales, Dashboards & Reports, Startups, Customer Success

    Template

    Excel

    Lead Tracker Template Want to monitor leads and track your results in an easy-to-use spreadsheet? Download our customizable sales lead tracker in Excel, Google Sheets, or PDF.
  • Template

    Excel

    Marketing, Dashboards & Reports

    Template

    Excel

    Marketing Dashboard Template Monitor, analyze your marketing efforts, and drive decisions with our free comprehensive Marketing Dashboard template for Excel and Google Sheets.
  • Template

    Google Docs

    Social Media, Dashboards & Reports

    Template

    Google Docs

    Social Media Report Template A social media report template helps you monitor the success of your social media campaigns. Explore how to use and customize our template for your brand.
  • Template

    Excel

    Dashboards & Reports

    Template

    Excel

    Monthly Report Template Download our free Monthly Report template for Word, Excel, PDF, Google Docs & Google Slides. Present your business progress and insights to stakeholders.
  • Webinar

    Content Creation, Dashboards & Reports, Lead Generation, Marketing

    Webinar

    Dominate AI Marketing: Your Masterclass to the New Rules Playbook Join Nicholas Holland (SVP of AI at HubSpot) and Aja Frost (Sr. Director of Digital Marketing) as they reveal how leading marketers are using Breeze AI and Marketing Hub to create connected campaigns that drive revenue faster than traditional approaches.
  • Template

    Google Docs

    Dashboards & Reports

    Template

    Google Docs

    Annual Report Template Craft an informative and engaging Annual Report with our professional PDF & Google Docs template. Highlight your achievements and business growth.
  • Ebook

    Dashboards & Reports

    Ebook

    Beginner’s Guide to the Revenue Attribution Report and CRM Sync Leveraging CRM Sync opens the door to game-changing sales and marketing efficiency.
  • Webinar

    Analytics, Content Creation, Dashboards & Reports, Email Marketing, Lead Generation, Marketing, Marketing Automation

    Webinar

    Marketing Mastery Series: Scaling Marketing Operations Without Complexity Discover how Marketing Hub Enterprise's latest innovations help you work faster and drive stronger results. Learn about multi-account management, journey automation, lookalike lists, and AI agents that amplify your content production.
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