Empirintel | Empirical Intelligence

Reporting & Visibility

  • Reporting & Visibility
Empirintel

Reporting & Visibility

Know what’s working. Fix what isn’t.

When your reports don’t match what’s actually happening, decisions stop being decisions and start being guesses. We fix that.

Start with a Health Check >

The problem

“The dashboard says we’re up 12%, but the team’s quieter than last quarter.” “We can’t tell which campaign actually generated that deal.” “Three people just sent me three different revenue numbers.”

If you don’t trust the reports, you don’t use them. If you don’t use them, you’re flying blind.

What you get

Funnel reporting

A clear view of how leads move from awareness to closed-won — with the conversion rates and the time-between-stages that tell you where the work is.

Pipeline dashboards

For sales leadership, for individual reps, for the board. Each audience sees what they need, not the same dashboard repurposed three times.

Attribution setup

First-touch, last-touch, multi-touch — configured so the credit lands where it should. Honest attribution, not vanity attribution.

KPI frameworks

Agreed metrics, agreed definitions, agreed targets. So when marketing says "MQL" and sales says "MQL", they mean the same thing.

Executive summary report

A one-page monthly view, automated, that the leadership team can actually read in two minutes.

How it works

1

Discovery

What decisions do you need the data to support? Working back from there, not forward from "what does HubSpot let us report on."

2

Instrumentation

Making sure the data you need is actually being captured. Often this is the largest single piece of work.

3

Build

Reports and dashboards, named clearly, with sensible defaults.

4

Training

Short sessions for each audience, so the reports get used.

Why most HubSpot reporting falls short

Most HubSpot reporting fails for one of two reasons. Either the data isn’t being captured properly upstream (so the report can’t be right no matter how it’s built), or the reports were built by someone looking at what’s available rather than what’s needed.

This work tackles both.

Start with a Health Check.

Reporting depends on what’s in your portal — and the gaps usually show up there before they show up in the dashboards. The Health Check finds them.