Gracjan Kasprzyk, HubSpot consultant

HubSpot Sales Reports and Dashboards

Dashboards for leadership and sales managers with pipeline, forecast and conversion, all built on the same fields.

phaseImplementation
engagementProject
productCRM

The problem this solves

Three versions of pipeline value land on the table at the leadership meeting, and the HubSpot report doesn’t match finance. Nobody opens the dashboard built during implementation anymore, and the numbers are back in a spreadsheet.

How I work

I start with the data, because a bad report usually means empty fields or fields people fill in different ways. I check that the fields your reports need are filled in and mean the same thing to everyone. Where they don’t, I fix the properties and set up workflows that save dates and values automatically.

Then I build reports for each audience: a pipeline and forecast dashboard for leadership, lead-to-close conversion with time in each stage, and rep activity and results for the sales manager. Every number has a written definition, agreed with the people who will use it. After a few weeks we sit down with them, and I fix what’s missing.

What you get

Written metric definitions agreed by your teams
Data fixes: properties and workflows that save dates
A leadership dashboard: pipeline, forecast and trends
A report on conversion and time in each deal stage
A rep activity and results dashboard
A review and fixes after a few weeks of use

What people ask before a quote

Our portal data is a mess. Can we still get useful reports?

Partly, and I tell you plainly which ones. I rebuild some history from dates and imports. Some numbers only start on launch day, and I mark them that way in the report.

Will HubSpot reports match finance?

Yes, if the definitions are shared. Gaps usually come from comparing contract values with invoices, or deal close dates with payment dates. When a gap comes from the nature of the data, I document it so both numbers can be read side by side.

How much do reports and dashboards cost?

We’ll work it out on the call, once I know your process and your data. You pay for the HubSpot license separately, directly to HubSpot.

What usually goes with this service 3

CRM

HubSpot Workflow Automation

Workflows that take repetitive CRM work off your team, each with a name and description that say what it does.

Learn more

CRM

HubSpot Native Integrations Setup

HubSpot marketplace apps and Data Sync set up with field mapping, sync direction and a test.

Learn more

CRM

HubSpot Lead Routing and Management

Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.

Learn more

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Your call is with Gracjan Kasprzyk