Analytics & reporting for HubSpot

Have you onboarded on HubSpot but still struggling on getting accurate and meaningful reports? Do the reporting tools seem too complicated? You are on the right spot, to find all the answers about HubSpot reporting and analytics. Whatever the case is, our team has the knowledge, experience and tools to provide your with the best possible analytics, on an ad-hoc or regular base.

Overview of HubSpot reporting

HubSpot reporting  tools can give you a clear picture of your marketing, sales, and customer service performance, monitoring and reporting:

• Website traffic, lead conversions, customer engagement etc.
• Sales team activity and performance.
• Customer support activity and  performance
• Marketing campaigns performance.
• Customer base insightful statistics.

HubSpot custom reports

HubSpot custom reports allow you to analyze data across multiple objects and activities within your HubSpot account, providing a comprehensive view of your business operations. Unlike single object reports, which focus on data from one specific object such as contacts or deals, custom reports enable you to combine data from various sources, offering more complex insights and a holistic understanding of your performance. This flexibility makes custom reports ideal for businesses seeking to tailor their analytics to specific needs and gain deeper insights into their marketing, sales, and service activities.

Our team has the knowledge and experience to design and implement custom reports, answering to your business needs.

HubSpot data in Excel or Google Sheets

Are you hitting the limits of HubSpot's native reporting tools?

While HubSpot is a powerful CRM, its built-in analytics often lack the flexibility and depth required for complex business analysis. You are forced to compromise on your insights or waste time on manual data exports.

We eliminate that compromise , configuring automated, real-time data integrations that seamlessly pull your critical HubSpot data directly into Excel or Google Sheets.

Why Integrate Your Data?

• Unleash Advanced Analytics: Leverage the full suite of spreadsheet tools—from custom formulas and Pivot Tables to advanced visualizations and specialized functions (like VBA or Google App Script)—to gain truly bespoke insights.
• Centralize and Combine: Effortlessly blend HubSpot data with information from accounting platforms, external databases, or operational files, all within one powerful environment.
• Formats & templates: Process and manipulate your CRM data using the specific templates and formats you already use for business reporting, forecasting or operational purposes.

Stop manually exporting files from your CRM. Start utilizing the full analytical power of Microsoft and Google tools to produce the precise, deep-dive reports your business demands.

HubSpot Data in Power BI: Elevate Your Business Intelligence

While analyzing your HubSpot data in Excel or Google Sheets, using custom formulas and Pivot Tables is usually an efficient solution, introducing Power BI is the essential next step for businesses looking for advanced, secure, and collaborative Business Intelligence at a big scale.

HubSpot built-in dashboards and reports often lack the flexibility, depth, interactivity, and ability to combine diverse data sources that modern business intelligence demands. Manually exporting files is not a sustainable BI strategy.

We provide the solution for professional, scalable reporting, configuring an integration of HubSpot data with your  Microsoft Power BI account.

Why Power BI is the Next Level Upgrade:

• Move Beyond File Limits: Escape the size constraints and speed issues of large spreadsheets. Power BI is built to handle massive datasets and complex relationships efficiently.

• Unified, Scalable Data Model: Stop manually combining files. Integrate HubSpot data with all your other enterprise sources (ERP, finance, SQL) into a single, governed, and automatically refreshed data model.

• Professional, Interactive Dashboards: Create dynamic, executive-ready reports with advanced visualizations, drill-downs, and secure sharing capabilities that far surpass static spreadsheet reporting.

• Advanced Data Governance: Ensure data accuracy and security with centralized management and access controls that spreadsheets cannot provide.

It's time to transition your analysis from manual data wrangling to automated, enterprise-level business intelligence.