Every meeting starts by arguing about the numbers.
Nobody trusts the dashboard
Sales, marketing and finance each bring their own number, and the meeting is spent reconciling them.
Forecasts built in spreadsheets
Every quarter-end means exporting deals and rebuilding the forecast by hand.
“Offline sources”
Half your revenue says it came from nowhere, so nobody can prove what marketing drives.
Reports stop at the lead
HubSpot sees leads and deals, not orders, invoices or sell-through, so the story ends too early.
HubSpot and finance don't agree
Deal amounts and invoices never match, so leadership goes back to the accounting system.
Bad news arrives at quarter-end
A partner or key account stopped buying two months ago, and nobody noticed until the number missed.
Four reports every revenue team needs.
Pipeline and forecasting
Weighted pipeline and commit by rep, region and product, with stage rules everyone uses the same way.
Channel and partner performance
Revenue by distributor, rep firm, partner and account, with early warnings when buying drops.
Revenue by source
Every closed deal tied to the campaigns, events and channels that created it. This is the Revenue Attribution System.
Service and renewals
Recurring revenue, renewals, customer health and ticket trends, so service shows up in the revenue story.
What should your dashboard show?
Pick your role and the questions you need answered. See the reports that answer them, and what your data needs before they can.
Pick your role. You'll get:
- The reports that answer your questions
- Which ones run on HubSpot data today
- What your data needs for the rest
See the real thing.
Both run on sample data, not a client's. Jane will walk you through them in 15 minutes.
Revenue trends by account, partner and channel, with AI that flags at-risk accounts 30 to 60 days early. Every distributor, rep firm and partner gets a red, yellow or green flag when buying drops.
Company, lead and deal progression by source: events, paid ads, organic search, social and AI referrals. Built on HubSpot data, refreshed daily.
It's rarely the report. It's what's underneath.
We fix these first, so the dashboard is right the day it goes live and stays right after.
The data
Duplicates, deals with no source and contacts never tied to a company. Pivot Data Intelligence finds them and names the cause.
See the agents →The definitions
What counts as a qualified lead, when a deal moves stage, what “closed” means. Written down once, used by every report.
Plan it in a Blueprint →The systems
Orders, invoices and jobs that live in ERP, accounting or field software, not HubSpot. Connected so revenue is on the record.
See Integrations →Reporting we've shipped.
We describe clients by what they do and keep their names private.
Executive reporting beyond native HubSpot
A reporting layer on HubSpot data for the leadership team, with views HubSpot’s own reports can’t build.
QuickBooks and HubSpot, finally in sync
QuickBooks connected to HubSpot, so the team could see revenue and deals together instead of in two systems.
94% match rate across 2,860 systems
Installers, plants, assets and alerts in one data model, so channel and warranty reporting finally tie together.
Every rep sees their own share of the pipeline
A custom coded action reads each deal’s splits, calculates every owner’s share and writes it back, so reps see their allocated pipeline on the deal board, not the full deal amount.
Upsell targets down to the plant level
A company, site and plant hierarchy with rollups, so reps see exactly which plants aren’t using the product yet.
Fix what you have, or build what you need.
Free instant Portal Audit
Finds the missing sources, duplicates and broken fields behind your reports.
Get my free auditHubSpot Admin Subscription
Report fixes and new dashboards as requests, with daily monitoring so they stay right.
See the subscriptionRevenue Reporting program
Forecasting, attribution, channel early warnings or an executive reporting layer, scoped in a Project Blueprint.
Start with a BlueprintWhat you'll want to know.
Do you use HubSpot's reports or build your own?
HubSpot's first. Most forecasting, pipeline and funnel reports belong in HubSpot, where your team already works. We build hosted dashboards only for what HubSpot can't show, like early warnings on invoice data or leadership views across several systems.
Can you report on data outside HubSpot?
Yes. We connect ERP, accounting and field systems so orders, invoices and jobs sit on the same records as your deals. See Integrations.
Which HubSpot tier do we need?
It depends on the reports. Your free instant audit shows which of the reports you want run on your current subscription and which need an upgrade.
Who keeps the reports working?
On a HubSpot Admin Subscription, we do. Monitoring catches broken fields, stalled syncs and missing sources before they reach a dashboard.
We're not on HubSpot yet. Can you help?
Yes. Tell us the reports leadership needs and we'll show which Hubs and tiers they take, and design them into your onboarding from day one.
Get one number everyone agrees on.
Fifteen minutes on the reports you need. You'll leave knowing what's stopping them today.