Integrations
HubSpot connected to the ad order system, the ERP, the subscription platform, and the reporting layer, so a deal is entered once.
Read moreHubSpot · Reporting
One set of numbers everyone will stand behind.
A report is only useful if the people who disagree with it stop disagreeing. We build HubSpot reporting from definitions the teams agree on, reconcile it to finance, and connect it to the ad server and ERP data it needs to be complete.
When this is the right engagement
- The pipeline report and the finance report disagree and nobody knows which is right
- The forecast is rebuilt in a spreadsheet every week
- Leadership wants a board-level view and gets a screenshot
- Marketing cannot show which campaigns produced revenue, only leads
- Delivered, booked, and billed live in three systems and are compared by hand
What you get
- Agreed metric definitions, written down, for pipeline, forecast, bookings, and revenue
- Seller, manager, and leadership dashboards built on those definitions
- Forecast categories and weighting that reflect how your deals actually close
- Attribution and campaign reporting that follows the lead through the handoff
- Data warehouse or BI connection when HubSpot reporting is not enough
- Reconciliation against finance, with the differences explained
- Training for the people who will read them
How it runs
- 01
Agree the definitions
What counts as pipeline, when a deal is booked, what revenue means. In writing, with the people who will argue about it.
- 02
Audit the data that feeds them
Missing fields, wrong stages, and stale ownership show up here, not in the boardroom.
- 03
Build and reconcile
Dashboards by role, checked against the finance numbers for the same period.
- 04
Roll out by role
Sellers see their book, managers see the team, leadership sees the business.
- 05
Review at thirty and ninety days
What people actually look at, and what they still export to a spreadsheet.
Questions we get
Can HubSpot reporting replace our BI tool?
Sometimes. HubSpot’s reporting covers most sales and marketing questions. When the question needs ad-server or ledger data at scale, a warehouse and a BI tool are the right answer, and we build the connection.
Work and news
Notes from HubSpot engagements.
Case studies from HubSpot engagements are being prepared for publication. The announcements above are the public record in the meantime.
Start with the stuck point
What should HubSpot be doing that it isn’t?
Bring the workflow, handoff, or report that keeps resurfacing. We will tell you whether it is a HubSpot problem, a data problem, or a systems problem, and what to do about it.