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Reporting & Visibility

Know what's working and fix what isn't, with reports your leadership team can act on.

Talk to us about reporting

When the reports don't match reality, people guess.

Two dashboards give two answers. Nobody can say which campaigns produce revenue. Decisions get made in meetings, without the reports that were meant to support them.

What you get

Funnel reporting
From first visit to closed revenue, stage by stage.
Pipeline dashboards
For the board, for sales leaders and for reps, each built around the decisions its readers make.
Attribution set-up
Which campaigns your pipeline and revenue are attributed to, measured on evidence.
A KPI framework
Shared definitions, so everyone means the same thing by an MQL or a win rate.
A monthly executive summary
One page on what moved and why.

Attribution set-up needs Marketing Hub Professional or Enterprise, the HubSpot plans that include campaigns.

How it works

  1. Discovery

    The decisions your reports need to support.

  2. Set-up

    Making sure HubSpot captures the data those reports need.

  3. Build

    Reports and dashboards, checked against the source data.

  4. Training

    Your team learns to read and maintain them.

Why most HubSpot reporting falls short

Either the data was never captured properly, or the reports were built around whatever data happened to exist. We start from the decisions you need to make and work back to the data.

Talk to us about reporting

Tell us what you're seeing and we'll reply by email. We recommend starting with a Health Check, so the work is scoped against evidence before you pay for it.

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