HubSpot Dashboards & Reporting Services

Struggling to Get Actionable Insights from Your Data?

Are you drowning in data but starving for wisdom? Many businesses find it challenging to:

Understand which metrics truly matter for their growth.
Create HubSpot dashboards that provide a clear overview of performance.
Generate reports that are easy to understand and act upon.
Track progress against Key Performance Indicators (KPIs) effectively.
Ensure data accuracy and consistency for reliable reporting.

Without clear dashboards and reporting, it's difficult to measure success, identify areas for improvement, and make informed strategic decisions.

Our Solution: Custom HubSpot Dashboards & Reporting

SalesVolume helps you unlock the power of your HubSpot data. We work with you to define your critical KPIs and then build custom dashboards and reports that provide at-a-glance insights into your sales, marketing, and service performance.

Our approach includes:

KPI Discovery & Definition: Identifying the most important metrics for your business objectives.
Custom Dashboard Creation: Building tailored HubSpot dashboards for different teams and roles (e.g., sales, marketing, leadership).
Report Automation: Setting up automated reports to be delivered to key stakeholders regularly.
Data Visualisation: Presenting data in clear, easy-to-understand charts and graphs.
Data Integrity Checks: Ensuring your underlying data is clean and accurate for meaningful reporting.
Training & Enablement: Empowering your team to use and interpret the dashboards and reports effectively.

We transform your HubSpot data into a strategic asset, enabling you to monitor performance, spot trends, and drive continuous improvement.

What's Included in Our Dashboards & Reporting Service?

Our HubSpot Dashboards & Reporting service is designed to provide you with full visibility into your business performance:

Initial Consultation & KPI Workshop: Understanding your reporting needs and defining key metrics.

HubSpot Data Source Review: Assessing your current data setup and identifying any gaps or issues.

Custom Dashboard Design & Build (up to 3 dashboards): Creating tailored dashboards for sales, marketing, or service performance.

Standard Report Customisation (up to 5 reports): Modifying existing HubSpot reports or creating new ones based on your needs.

Data Visualisation Setup: Configuring charts, graphs, and tables for optimal clarity.

Calculated Properties (if needed for reporting): Creating custom properties to derive specific metrics.

User Access & Permissions Setup for Reports: Ensuring the right people have access to the right information.

Report Scheduling & Automation: Setting up automated delivery of key reports.

Team Training Session: Guiding your team on how to use the new dashboards and interpret the data.

Documentation of Dashboards & Reports: Providing an overview of the created assets and their purpose.

Why SalesVolume for Your HubSpot Reporting?

At SalesVolume, we understand that data is only valuable when it leads to action. We don't just build dashboards; we create reporting solutions that provide genuine insight and drive better decision-making.

Our team has extensive experience in HubSpot reporting and analytics, coupled with a strong understanding of business operations. We focus on delivering reports and dashboards that are not only visually appealing but also highly relevant and actionable for your specific context, helping you to clearly see what's working and where to focus your efforts.

Client Success Story

"The dashboards SalesVolume created for us have revolutionised how we track our sales performance. We now have real-time visibility into our pipeline and can make much faster, data-backed decisions. It's been invaluable!"

- Head of Sales, Tech SME