Dashboards That Answer Your Revenue Questions in Seconds

Custom HubSpot reporting dashboards that give your marketing, sales, and leadership teams instant visibility into the KPIs that actually drive growth.

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42%

CRM reporting improves forecast accuracy by 42% when dashboards are aligned to business KPIs

Salesforce Research

Reporting Dashboard Creation

Build custom HubSpot dashboards with the specific reports, metrics, and visualizations each team needs to make faster, data-driven decisions.

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What's Included

Everything you get with our Reporting Dashboard Creation

Team-Specific Dashboards

Custom dashboards for marketing, sales, service, and leadership teams with role-appropriate metrics and layouts

Custom Report Library

Tailored reports covering pipeline velocity, campaign ROI, lead quality, quota attainment, revenue attribution, and customer lifecycle metrics

Automated Report Delivery

Scheduled email delivery of dashboard snapshots and key reports to stakeholders who need regular updates without logging in

Our Reporting Dashboard Creation Process

Requirements Gathering

We meet with each team to identify the questions they need answers to, the decisions they make regularly, and the metrics that matter most. This ensures every report we build serves a specific purpose.

Dashboard Architecture

We design the dashboard layout, report types, filter options, and data sources for each team. You review the architecture to confirm alignment before we start building.

Report Building

We create custom reports using HubSpot's reporting tools, configure calculated properties where needed, and assemble dashboards with optimal layouts for quick comprehension.

Review & Refinement

We walk each team through their dashboards, gather feedback, and refine report formats, filters, and visualizations until every dashboard delivers exactly the insights the team needs.

Key Benefits

Real-time performance data

No more waiting for weekly reports or manual data pulls. Your dashboards update in real time as deals progress, emails send, and leads convert. When you open your dashboard, you see what is happening right now, not what happened last week.

Custom metric tracking

We build reports around the metrics your business actually cares about: cost per lead by channel, deal velocity by rep, revenue by product line, customer lifetime value by segment. If you can define the metric, we can build the report.

Team-specific views

Different teams need different data. We create separate dashboards for marketing, sales, service, and leadership, each showing the metrics relevant to that team's goals and daily workflow. No more sifting through irrelevant reports to find what you need.

Research & Evidence

Backed by industry research and proven results

Visual Data Discovery Study

Organizations using visual data discovery are 28% more likely to find timely information than those relying on manual queries

Aberdeen (2019)

Data-Driven Decision Making

Data-driven organizations are 23 times more likely to acquire customers

McKinsey (2020)

Frequently Asked Questions

What kind of reports can you build in HubSpot?

HubSpot supports single-object reports, cross-object reports, funnel reports, attribution reports, and custom report builders. We can create reports on contacts, companies, deals, tickets, activities, campaigns, and custom objects. If the data exists in your HubSpot portal, we can build a report around it.

Can dashboards pull data from tools connected to HubSpot?

Yes. If you have integrations feeding data into HubSpot custom properties, that data is reportable. We can also build dashboards that combine HubSpot data with connected advertising platforms, website analytics, and other integrated tools for a complete performance picture.

How many dashboards do we need?

Most companies benefit from 3 to 5 dashboards: one each for marketing, sales, and leadership, plus optional dashboards for service and operations. We keep the number focused because too many dashboards leads to dashboard fatigue where nobody checks any of them.

Can we modify the dashboards after you build them?

Absolutely. We build dashboards using HubSpot's native tools so your team can add, remove, or modify reports as needs evolve. We also provide documentation explaining how each report is built so your team can make adjustments confidently.

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