HubSpot Reporting and Dashboards

HubSpot reporting from Leapyn is quoted per dashboard or as a fixed project, based on how many reports you need and how much data cleanup sits underneath them. The cleanup is usually the bigger job, so we check it first.

Custom HubSpot reports are built in the custom report builder, which needs a Professional or Enterprise subscription. Choose the objects you need, such as contacts and deals, add filters, then save the report to a dashboard. Fix any messy field before you build on it.

HubSpot and Google Analytics don't match because they count different things in different ways. Sessions, users and contacts are separate ideas, so Leapyn picks which tool answers which question and stops the two from arguing.

HubSpot deal counts usually fail to add up because of blank source fields, deals with several touches and mixed attribution models. Compare one deal set across both reports and the gap tends to show itself.

HubSpot offers funnel and stage conversion reports that show where deals move and where they stall. They're only as good as your stages, so the stages need to reflect how deals move.

Pick the HubSpot attribution model that fits your sales cycle, then stick with it so trends mean something. Check your plan first, since deal and revenue attribution need Marketing Hub Enterprise, while contact create attribution is available on Professional.

An executive dashboard in HubSpot should show whether you're on track, whether next quarter is covered and what changed since last week. If it needs a scroll bar, it has too much on it.

HubSpot includes dashboard templates, and they're a fair start. They still need your definitions, or they show tidy charts of the wrong thing.