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This guide walks you through creating a custom HubSpot Analytics dashboard to track your WhatsApp messaging metrics and performance data. Build visual reports that help you monitor response times, message volumes, and team effectiveness.

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Creating Your Analytics Dashboard

1

Access Reporting

In your HubSpot account, click on Reporting in the main navigation menu.Click on Reporting
2

Open Reports

Click on Reports from the dropdown menu.Click on Reports
3

Create New Report

Click on Create button in the top right corner.Click on Create
4

Select Create Report

Click on Create report from the options.Click on Create report
5

Proceed to Builder

Click on Next to continue to the report builder.Click on Next
6

Enable Data Sources

On the Custom Report Builder screen, turn on Add more data sources to access additional metrics.Turn on Add more data sources
7

Continue to Data Selection

Click on Next to proceed to the data source selection.Click on Next
8

Search for Data Sources

Use the search bar to find the specific data sources you want to include in your dashboard.Search for data source

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Available WhatsApp Data Sources

You can choose from the following WhatsApp messaging data sources:
Data SourceDescription
Average Response TimeAverage time taken to respond to messages
Client RepliedNumber of client replies received
Current LabelCurrent label assigned to conversation
Current Main LabelMain category label
Current Sub LabelSubcategory label
First Response TimeTime to first response
Follow-upsNumber of follow-up messages sent
Last AI SummaryMost recent AI-generated summary
Last Message sent bySender of the last message
Message ReceivedTotal messages received
Message sentTotal messages sent
Message you gotCount of incoming messages
Message you sentCount of outgoing messages
Time Since Last Client MessageElapsed time since last client message
Total MessagesCombined message count
The availability of these data sources depends on your Eazybe integration configuration and the data synced from WhatsApp.

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Building Your Dashboard

1

Drag Data to Axis

Click on your desired data source and drag it to the appropriate axis based on your reporting requirements. For example, drag Total Messages to visualize message volume.Drag data source to axis
2

Add More Metrics

Continue dragging and dropping additional data sources based on your dashboard requirements. Each metric can be configured for different visualization types.Drag and drop data sources
3

Save Your Report

Once you’ve configured all desired metrics and visualizations, click on Save report to finalize your analytics dashboard.Save the report

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Your Analytics Dashboard is Ready

Your custom HubSpot Analytics dashboard is now configured and ready to use. You can access this dashboard anytime to monitor your WhatsApp messaging performance and track key metrics that matter to your team.
Pro Tip: Schedule regular dashboard reviews with your team to identify trends, optimize response times, and improve overall customer engagement strategies.

Team Performance Metrics

Learn about tracking team effectiveness and performance KPIs

Conversation Analytics

Deep dive into conversation metrics and insights

Broadcast Reports

Analyze your WhatsApp broadcast campaign performance

Export Data

Export your analytics data for external analysis

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Need Help?

If you have any questions or need further assistance, reach out to us at support@eazybe.com.