Turn Your HubSpot Data into Revenue Intelligence
Most companies use 10% of HubSpot's reporting potential. We build custom dashboards, attribution models, and automated reports that tell you exactly what's working — and what to do next.
- Custom dashboards built for your KPIs — not default templates
- Multi-touch attribution that shows true channel ROI
- Weekly board-ready reports delivered automatically
- Sales, marketing, and service data unified in one view
Why Most HubSpot Reports Miss the Point
Default Reports Don't Answer the Right Questions
HubSpot's out-of-the-box reports show activity, not outcomes. Your board wants to know revenue per channel, pipeline velocity, and CAC — not email open rates.
Data Lives in Siloes
Sales data is in HubSpot. Marketing data is in Google Analytics. Finance data is in spreadsheets. Nobody has a complete picture — and nobody agrees on the numbers.
Reporting Takes Hours Every Week
Someone on your team spends every Monday pulling numbers from 4 different sources, building a spreadsheet that's outdated by Tuesday morning.
Six Dashboard Types We Build in HubSpot
Each dashboard is built for a specific audience with specific decisions to make.
Revenue & Pipeline Dashboard
For: CEOs, VPs of Sales. Shows: Closed revenue vs target, pipeline coverage, deal velocity, stage conversion rates, and forecast accuracy. Updated in real time.
Marketing Attribution Dashboard
For: CMOs, Marketing Directors. Shows: Leads, MQLs, SQLs, and revenue by channel. First touch, last touch, and multi-touch attribution models. No more guessing which campaigns work.
Sales Team Performance Dashboard
For: Sales Managers. Shows: Activity by rep, deal creation rate, win rate, average deal size, and quota attainment. Coach with data — not gut feel.
Customer Service & NPS Dashboard
For: Customer Success, Service Managers. Shows: Ticket volume, resolution time, CSAT, NPS trends, and escalation rates. Keep customers before losing them.
Website & Funnel Analytics
For: Marketing Ops, Growth Teams. Shows: Traffic by source, landing page conversion, form submission rates, and visitor-to-lead ratios. Optimize the funnel from top to bottom.
Executive Board Dashboard
For: CEOs, CFOs, Board Members. A single-view dashboard showing revenue, pipeline, CAC, CLV, and growth metrics. Delivered automatically before every board meeting.
From Data Audit to Automated Reports in 4 Steps
Data Audit
We audit your HubSpot data quality — duplicates, missing properties, broken associations. Clean data is the foundation of accurate reporting.
KPI Workshop
We run a 60-minute session with your leadership team to define the exact metrics that matter. No assumption that "more data = better".
Dashboard Build
We build custom reports and dashboards in HubSpot, connect attribution models, and configure automated delivery schedules.
Handover & Training
Your team learns how to read, filter, and update every dashboard. We stay available for 30 days post-launch to refine any report.
Reporting & Analytics Pricing
Dashboard setup from $450 · Custom attribution from $675 · Full reporting overhaul from $1,800
Reporting & Analytics FAQs
Do I need HubSpot Enterprise for custom reporting?
No. Most custom dashboards can be built on HubSpot Pro. Custom reports and the multi-touch attribution report require Marketing Hub Professional or above. We advise you on the minimum tier needed before starting.
Can you connect HubSpot data with Google Analytics or other tools?
Yes. We can connect HubSpot with Google Analytics 4, Looker Studio, Google Sheets, and BI tools via native integrations or custom data pipelines. Cross-platform attribution requires additional scoping.
What is multi-touch attribution in HubSpot?
Multi-touch attribution assigns revenue credit to every marketing touchpoint a contact had before becoming a customer — not just the first or last click. HubSpot supports 6 attribution models. We configure the right model for your business and train your team to read the outputs.
How do I fix bad data before building dashboards?
We always start with a data quality audit. We identify duplicates, missing lifecycle stages, unassociated deals, and broken contact-company relationships — then fix them before building any reports. Garbage in, garbage out.
Can dashboards be automatically emailed to leadership?
Yes. HubSpot supports scheduled dashboard emails on daily, weekly, or monthly cadences. We configure these as part of every dashboard build so your leadership team receives reports automatically.
Stop Reporting. Start Deciding.
Get custom HubSpot dashboards that your team actually uses — and your board actually trusts.