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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.

Different dashboards show different numbers

Different dashboards show different numbers

Inconsistent HubSpot dashboards occur when filters, date ranges, and calculations do not align. Getting three different views of pipeline or revenue creates confusion and blocks strategic decisions.

Forecasts change by who runs the report

Forecasts change by who runs the report

Inconsistent sales forecasting occurs when reports vary depending on who built them and which fields were included. Without standardized HubSpot reporting, committing to revenue targets with confidence becomes impossible. 

Lots of manual work

Leadership debates metrics instead of decisions

HubSpot reporting disputes occur when meetings turn into arguments about which numbers are correct. When data is inconsistent, strategy and next steps are sidelined by technical debates. 

HubSpot used differently

Teams track performance outside HubSpot

Fragmented HubSpot data leads marketing, sales, and CS teams to maintain their own spreadsheets. When teams don't trust the CRM, visibility is lost and data silos are created.

Leadership questions unanswered

No single source of truth exists

HubSpot data silos occur when everyone pulls data from different places and applies different logic to the same business questions.

Broken Automations

Reports are built but not used

HubSpot dashboards often exist without being referenced in meetings because the data fails to match reality. 

What the Reporting & RevOps Analytics Kit does

The Reporting and RevOps Analytics Kit turns HubSpot into a reliable system of record for revenue and performance. This is not about adding more dashboards, but about defining metrics that matter and making reports consistent across all teams.


We ensure CRM calculations reflect your real business processes, creating clarity at both leadership and operational levels.

The goal is simple: one set of numbers everyone trusts.


Delivered in 3-5 weeks.

Reporting & RevOps Analytics

What's included in the analytics kit

audit-1

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
audit-2

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
audit-3

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
audit-4

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
audit-5

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
audit-6

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
audit-07

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

How it works

Week 1- Discovery and alignment Week 2- Audit and planning Week 3-4- Build and validation Week 5- Training and handover Timeline- 3 to 5 weeks

Cost of unreliable reporting

Forecast misses

by 20%+ is missed targets, board pressure, inability to plan confidently

Hours spend

each week rebuilding reports is €2,000+/month in wasted ops time

Decisions delayed

by data debates is missed opportunities and slower execution

Leadership using

spreadsheets is your CRM investment isn't delivering ROI

Teams not aligned

on performance is finger-pointing instead of problem-solving

Pricing

Reporting & analytics kit pricing
Starting from: €6,000

Fixed scope. Final price depends on:

  • Number of teams and reporting layers needed
  • Pipeline complexity and revenue recognition model
  • Depth of attribution and funnel tracking required
  • Integration with other systems (Salesforce, product data, finance tools)
Ongoing support options
Monthly analytics support:
Starting from €2,500/month

Regular dashboard updates, new report requests, and metric refinement as your business evolves.

Quarterly review sessions:
Starting from €1,500/session

Check-in to validate reporting accuracy, update KPIs, and address new questions.

ROI shows in first month

Leadership makes faster decisions, forecast accuracy improves, and teams stop debating which numbers are correct.

Talk to us now

This is a good fit if

On-brand quote templates

Leadership doesn't fully trust HubSpot reports

Custom deal fields

Forecasting requires manual work outside HubSpot

Display what’s needed

Teams argue about which numbers are correct

Dynamic terms & conditions

You want HubSpot to be your system of record for revenue

Migrate products

Decisions depend on accurate, real-time performance data

Hubspot Scaling

You're scaling and need reporting that scales with you

Frequently Asked Questions

What's the difference between this and HubSpot's default reports?
Will this work if we have custom revenue models?
Can you report across multiple HubSpot portals or systems?
Do we need clean data first?
What if our metrics need to change later?
How technical is the training?
Can this be done if we're mid-migration or changing systems?
Will our team be able to create new reports after this?

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.


Martjin
Martijn van Dooren

CEO

WX Agency
Melvin
Melvin Heinsius

COO

WX Agency
Ruben Brouwers
Ruben Brouwers

Lead of RevOps & Commercial Growth

WX Agency
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