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Reports leadership can actually rely on.
A HubSpot reporting and analytics setup provides clear, consistent visibility across marketing, sales, and operations. By structuring your CRM data for accuracy, you eliminate the need for manual spreadsheets and ensure leadership can make decisions based on real-time insights.
Trusted by
When reporting creates more questions than answers
Most teams have plenty of reports, but they lack data confidence. When leadership debates metrics instead of strategy and teams track performance in spreadsheets, your HubSpot investment fails to deliver ROI.
What the Reporting & RevOps Analytics Kit does
This isn't about adding more dashboards. The Reporting and RevOps Analytics Kit turns HubSpot into a reliable system of record for revenue and performance.
We focus on: Defining what metrics actually matter, making reports consistent across teams, ensuring calculations reflect real processes, and creating clarity at both leadership and operational levels.
The goal is simple: One set of numbers everyone trusts.
Delivered in 3-5 weeks.
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What's included in the analytics kit
Metrics framework and definitions
- Alignment on core KPIs across marketing, sales, and CS
- Clear definitions for stages, lifecycle, and revenue metrics
- Standardized calculation methods for velocity, conversion, and pipeline
- Documentation so metrics stay consistent over time
- Agreement on what "good" looks like for each metric
Leadership reporting layer
- Executive dashboard with key business health metrics
- Revenue and pipeline overview with trend analysis
- Forecast accuracy tracking and variance reporting
- Marketing ROI and contribution to pipeline
- Customer lifecycle and retention metrics
Operational dashboards
- Sales performance by rep, team, and region
- Marketing campaign effectiveness and attribution
- Pipeline health and deal velocity tracking
- Lead flow and conversion funnel visibility
- Activity metrics tied to outcomes
Revenue and forecast reporting
- Pipeline snapshot and progression analysis
- Weighted forecast with stage-based probability
- Deal slippage and push analysis
- Closed/lost analysis with win/loss patterns
- Revenue recognition and booking tracking
Data validation and calculation logic
- Audit of existing report calculations
- Fixes for mismatched filters and date ranges
- Alignment between reports and CRM/pipeline setup
- Validation rules to catch data quality issues
- Automated alerts for anomalies or incomplete data
Governance and ownership
- Clear ownership rules for each dashboard
- Guidelines for creating new reports without breaking consistency
- Approval process for metric changes
- Regular review cadence recommendations
- Guardrails to prevent metric drift
Training and handover
- Walkthrough of all dashboards and their purpose
- Documentation of all metrics and calculations
- Training for report owners on maintenance
- Quick reference guide for common questions
We collaborate with companies all around the world
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How it works
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This is a good fit if
Build trust in your numbers
If reporting is debated, it's not doing its job.
Set up HubSpot so everyone works from the same truth and decisions happen faster.
3-5 weeks to reliable reporting. One source of truth for revenue.
CEO
COO
Lead of RevOps & Commercial Growth
