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HUBSPOT REPORTING AND DASHBOARDS
HubSpot reporting and dashboards your team can trust
Dashboards and reports built around the numbers that matter, so everyone trusts the data.
What is HubSpot reporting?
HubSpot reporting turns the data in your CRM into numbers your team can act on. Good reporting starts with clean data and clear definitions, then becomes reports people believe and use. We build HubSpot dashboards around the questions your business actually asks, so leadership, sales and marketing can see what is working at a glance.
SOUND FAMILIAR?
Who HubSpot reporting is for
Numbers you can’t trust
You’re shown figures every week, but you’re never quite sure they’re right.
No pipeline visibility
You can’t easily see what’s in the pipeline, where deals stall, or what’s likely to close.
Can’t prove what works
You know marketing brings in leads, but you can’t show what drive them.
Too many reports
Dozens of out of date dashboards, and nobody uses them to make decisions.
WHAT'S INCLUDED
What HubSpot reporting and dashboards covers
✓ A short session to agree the numbers that matter
✓ HubSpot dashboards for leadership, sales and marketing
✓ A review of the data behind your current reports
✓ Fixes to data issues that distort the figures
✓ Custom HubSpot reports built on the right properties
✓ A walkthrough so your team can use and adjust everything
How long it takes and how pricing works?
The scope depends on how many dashboards you need and how much of the underlying data needs fixing first. After a free 15-minute call we agree what we will build, how long it will take and the cost in a short plan, before any work starts. There are no long contracts.
Our HubSpot reporting process
1. Quick call
Tell us which decisions you need to make and which numbers you are missing.
2. Short plan.
We agree on the reports, dashboards and definitions.
3. Fix and build.
We correct data issues and build the reports.
4. Walkthrough.
We show your team how to read and adjust them.
HubSpot reporting FAQs
What is HubSpot reporting?
HubSpot reporting turns the data in your CRM into reports and dashboards that show how marketing, sales and service are performing.
Why don't my HubSpot dashboards match what we see elsewhere?
Usually because of inconsistent data, different definitions (for example what counts as a lead) or reports built on the wrong properties. We find the cause and fix it at the source.
Can you build HubSpot dashboards for our leadership team?
Yes. We agree on the handful of numbers leadership needs, then build dashboards that show them clearly and update automatically.
Do I need a particular HubSpot plan for custom reporting?
Will my team be able to maintain the reports?
Yes. We document what we build and show your team how to use and adjust it.
"Francois is a HubSpot wizard. He trained me and my entire team and now we are 100% more effective in closing deals!"