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Hubspot Overview Data Studio dashboard template

Get an overview of your Hubspot quickly with this ready to copy template for Looker Studio!

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HubSpot Overview Dashboard Template

Use this HubSpot Overview template in Looker Studio to quickly review account activity and sales pipeline indicators in one report. It is built around company, contact, owner, and deal data so freelancers, agencies, and marketing teams can connect CRM activity with commercial follow-up.

The dashboard helps you monitor open deal count, total contract value, total open deal value, and company sessions without rebuilding the report from scratch. It is useful for recurring client updates, internal pipeline reviews, and prioritizing companies that need attention.

  • Track open deals and deal value by company.
  • Review company sessions alongside CRM ownership and contact activity.
  • Identify companies by name, region, creation date, owner, and related contacts.
  • Prepare shareable Looker Studio reporting for sales and marketing meetings.

Metrics used

  • Company user IDs of all owners
  • Company number of sessions
  • Deal is open count
  • Deal total contract value
  • Company total open deal value

Dimensions used

  • Company user IDs of all owners
  • Company name
  • Company stat/region
  • Company created date
  • Contact name
  • Contact last activities
  • Contact next activities

Questions you can answer with this template

What does this HubSpot Overview template help me report on?
It helps you report on core HubSpot CRM activity, including open deals, deal value, total contract value, company sessions, company ownership, contacts, and upcoming or recent contact activity.
What does this HubSpot Overview template help me report on?
This template is designed for freelancers, agencies, and marketing practitioners who need a practical HubSpot reporting view for client updates, sales follow-up, or internal performance reviews.
Which HubSpot KPIs are included in the template?
The template focuses on KPIs such as open deal count, total contract value, total open deal value, company number of sessions, and company owner user IDs.
Can this template help prioritize sales or marketing follow-up?
Yes. By combining company sessions, open deal value, company details, and contact activity, the report can help you spot companies that are active, valuable, or waiting for next actions.
Why use this template instead of building a HubSpot report from scratch?
It saves setup time by providing a ready-to-copy Looker Studio structure for common HubSpot overview reporting, so you can focus on reviewing pipeline and activity data instead of designing the dashboard manually.

Get Hubspot Overview into Data studio in 3 steps.

Get the template

Click "Get this template" button at the top of this page. Now, time to set it up on Data Studio!

Connect your data

Connect your data thanks to the Catchr connector used in this template.

Open your report

Enjoy this template with your data, automatically refresh, so always up-to-date.

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Data Studio Looker Studio templates FAQ

Analyze your Hubspot Overview performance in Data Studio with a ready-to-use dashboard template. Track key metrics, dimensions, and build clearer reports faster with Catchr.

What is this Hubspot Overview Data Studio template used for ?

This template helps you visualize your Hubspot Overview data in Data Studio. You can use it to monitor performance, follow key metrics, and create clearer marketing reports without starting from scratch.

Do I need technical skills to use this template ?

No. The template is designed to be simple to use. You only need to connect your Hubspot Overview account through Catchr, then open the report in Data Studio.

Can I customize this Hubspot Overview dashboard template ?

Yes. Once you copy the template, you can edit charts, metrics, filters, colors, and layout to match your reporting needs.

Is this Data Studio template free ?

Yes, the template is free to use. You can copy it and connect your own data. The connector may require a Catchr subscription after the free trial.

How often is the data updated ?

Your data can be refreshed automatically through Catchr, so your Data Studio report stays up to date without manual exports.

Can I use this template for client reporting ?

Yes. You can copy the template, connect a client’s Hubspot Overview account, customize the report, and share it directly from Data Studio.

Who is this template made for ?

This template is useful for marketers, agencies, freelancers, and teams that need a faster way to report on Hubspot Overview performance.

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