Dashboard Data Looks Off? Troubleshooting Checklist

Quick Checklist

If a widget total looks wrong, verify these first:

• Metric selection — Are you looking at ARR vs SQLs vs meetings?
• Period selection — Current month vs quarter vs fiscal year changes totals quickly
• Status filter — Approved-only vs approved + pending
• Scope — Personal vs team vs org
• Rep filter — Selected reps can exclude part of the team

CRM Sync Timing

If deals were updated in HubSpot or Salesforce, run a manual sync from the dashboard header (if enabled for your org) before validating numbers.

Rollup Plan Behavior

Some team widgets include manager deals optionally but exclude rollup quotas to avoid double-counting. Check widget settings for that toggle when validating team attainment.

Still Not Right?

Capture:

• Widget name
• Metric + period + status settings
• Expected value vs displayed value
• One example deal that should be included

Then send this to your admin/support so the issue can be reproduced quickly.