Dashboards and Reporting That Drive Decisions

Most dashboard and reporting projects are completed within 10 to 21 days from kickoff, depending on the number of dashboards, the state of your existing data, and the integrations involved. We begin every project with a KPI and data audit so you know exactly what will be built before we start configuring anything inside your portal.

Yes, always. Dashboards built on dirty data produce wrong numbers that nobody trusts. Before building a single report, we audit your HubSpot properties, fix duplicates, standardise field values, and structure your data correctly. This is the step most agencies skip — and the reason their dashboards fail.

Very common. We start with a full audit of your existing dashboards and reports — identifying what is outdated, what is showing incorrect data, and what is simply not being used. We rebuild what needs fixing, archive what is redundant, and consolidate everything into a clean system your team will actually rely on.

Basic dashboards are available on all HubSpot plans, but advanced reporting features — including custom report builder, multi-touch attribution, and funnel reports — require HubSpot Professional or above. We will review your current plan during our discovery call and advise on the most cost-effective path forward based on what your team actually needs.

Yes. We connect HubSpot reporting to external data sources including Google Analytics, Looker Studio, Salesforce, and custom APIs. If your data lives across multiple tools, we build the connections needed to pull everything into one unified reporting layer so your dashboards reflect your entire business, not just part of it.

Yes. Every project includes hands-on team training, full written documentation, and a recorded walkthrough of every dashboard and report we build. We make sure your team understands what each report shows, how to read it, and how to act on it — so the system gets used every day, not just in the first week.

Yes, this is a core part of how we work. Sales directors, marketing managers, CEOs, and RevOps teams all need different views of the same data. We build dedicated dashboards for each stakeholder so everyone sees exactly what they need to make decisions — without the noise of irrelevant metrics cluttering their view.

Yes. Many clients continue with us on a monthly retainer for reporting maintenance, new dashboard builds, data audits, and performance reviews. As your business grows and your KPIs evolve, your reporting system needs to keep up — and we make sure it always reflects how your team operates and what leadership needs to see.