Service

Reporting & Analytics

We build custom HubSpot dashboards on clean data, so you can trust the numbers you use to make decisions. Before we build any reports, we review and correct the records they depend on. A report built on inaccurate data produces inaccurate results, no matter how well the dashboard is designed. We then build the reports your leadership team reviews each week, and we train your team to build their own.

Our reporting work covers marketing ROI, sales pipeline velocity, and the full customer journey from first visit to closed deal. In each case, the goal is the same: numbers that are accurate and that help you decide what to do next.

What we build

• Pipeline reporting. Deal velocity, conversion between stages, and forecasts built on stage definitions your reps actually follow.
• Marketing reporting. Which sources and campaigns produce pipeline and revenue, not just form fills.
• Attribution. From standard HubSpot attribution reports to custom attribution models, so you can trace revenue back to where it started.
• Customer journey and lifecycle. How contacts move from lead to customer, and where they stall.
• Leadership dashboards. A short set of dashboards for the people who make decisions, built around the questions they ask every week.

How it works

1. Start with the questions. We ask leadership which decisions the reports need to support. A dashboard without a decision behind it doesn’t get opened.
2. Fix the foundation. We check the properties, lifecycle stages, and deal stages the reports depend on, and clean up what would make the numbers wrong.
3. Build the reports. Custom properties, calculated fields, and dashboards, set up so they keep working as new data comes in.
4. Teach your team. We show your team how the reports are built, so they can answer the next question themselves instead of waiting on us.

Common questions

Our numbers don’t match between reports. Can you fix that?

Usually, yes. Mismatched numbers almost always come from the data underneath — two properties that mean the same thing, stages used differently by different reps, or records counted twice. We find the cause before we touch the dashboard.

Do we need a higher HubSpot tier for this?

Sometimes. Some report types and custom attribution need Professional or Enterprise tiers. We’ll tell you what your current tiers can do before recommending an upgrade, and we’ll tell you when you don’t need one.

Can you report across HubSpot and our other systems?

Often, yes, through integrations that bring the data into HubSpot. We scope that during discovery.

Not sure your data is ready?

Reporting problems are often data problems. If you’re not sure what’s underneath, start with an audit.