Activity Dashboard
Track sales team activity with real-time metrics. Monitor meetings, calls, emails, and activity patterns to optimize sales productivity and coaching decisions.
The Activity Dashboard displays meetings, calls, emails, deals, and leads in a single dashboard so you can see all team activity in one place.
Activity Dashboard is available for Data Parrot Pro and Max customers.
Filters
Choose the activity range, owners, associations, and pipelines to focus on the data that matters.
- Activity Range: Yesterday, This Week, This Month, or a custom date range
- Owners: Filter by one or more team members
- Associations: Toggle between Deal and Contact associations
- Pipelines: Filter by one or more pipelines
Owner Activity Matrix
The matrix shows each team member as a row, with columns grouped by Deals, Meetings, Calls, and Emails. A heatmap overlay highlights activity intensity so you can spot patterns at a glance.
Use the controls at the top right to:
- Heatmap: Toggle the heatmap overlay on or off
- Columns: Show or hide specific columns (14/19 visible by default)
- Add Custom Column: Create custom metric columns
- Export: Download the data as CSV
Charts
Below the matrix, time-series charts show activity trends for Calls, Meetings, Emails, and Deals. You can customize the view and add more charts.
- Time grouping: Day, Week, or Month
- Chart type: Line, Bar, or Cumulative
- Add Chart: Add additional metric charts
- Add Table: Add a detail table below the charts
Engagement Details
At the bottom of the page, the Engagements table shows the individual engagement records that match your filters. Click any engagement title to open it in HubSpot.
Tips
- Heatmap for quick scans: Turn on the heatmap to instantly see who's most active and where gaps exist.
- Not just sales: The Activity Dashboard tracks all HubSpot engagements, not just sales. use it across your organization.
- Custom columns: Add custom columns for metrics specific to your team's workflow.
- Export: Download the data as CSV for further analysis or reporting.
Next Steps
- AI Forecast. Forecast with AI-driven pipeline signals.
- Deals. Monitor deal health and progress.
- Briefs. Get daily and weekly AI sales briefs.