Reporting & Insights
CRM reporting and dashboards that turn your data into decisions
Most dashboards show numbers. Good ones answer questions. We build HubSpot dashboards, Power BI reports and Looker Studio views around what your leadership, marketing and sales teams need to decide, connected to accurate CRM, website and financial data.
Reporting & Insights is often treated as an afterthought.
That’s where things start to fall apart.
- Reports built manually every month
- Marketing and sales numbers that don’t match
- Dashboards nobody opens
- No link between campaigns and revenue
It should be built properly, as part of a connected system.
What good reporting does
- Answers specific business questions
- Updates automatically
- Shows one agreed version of the numbers
- Connects activity to pipeline and revenue
Our approach
Custom dashboards
Dashboards built around the metrics that actually matter to your business.
Funnel and lifecycle reporting
Clear visibility into where leads and customers move, stall or drop off.
Performance tracking
Ongoing tracking against the goals defined in your strategy.
What’s included
What’s included in reporting & insights
Reporting requirements workshop
HubSpot dashboards and custom reports
Ongoing tracking against the goals defined in your strategy.
Power BI and Looker Studio dashboards
Dashboards built around the metrics that actually matter to your business.
Attribution reporting
Campaigns to revenue
Data connections
CRM, GA4, Xero and ad platforms
Executive and board reporting
Work: Summerland Bank
The details that matter. Make decisions on trusted and relevant reports.
Frequently asked questions
About Reporting & Insights
What does CRM reporting and insights cover?
Reporting & Insights covers custom dashboards and funnel and lifecycle reporting built to show outcomes rather than just activity, pulling data from your CRM, website and campaigns into one view.
What's the difference between a CRM report and a marketing dashboard?
A CRM report typically covers sales pipeline and deal data; a broader dashboard can combine CRM, website and campaign data into one view for a fuller picture.
How often should CRM dashboards be reviewed?
Regularly, ideally as part of a standing team routine — dashboards built but never reviewed represent wasted setup effort.
Can reporting be customised for different team members?
Yes — sales, marketing and leadership often need different views of the same underlying data, which can be configured as separate dashboards.
Does reporting include website and campaign data, or just CRM data?
It can include both — connecting CRM data with GA4 and analytics gives a complete view from first website visit through to closed deal.
How is funnel drop-off identified through reporting?
By tracking where contacts or deals stall between defined lifecycle stages, highlighting where nurturing or follow-up needs improvement.
Can reporting show ROI on marketing automation specifically?
Yes — reporting can be built to show which automation sequences are actually driving conversions, not just engagement metrics.
Does reporting require a data analyst to interpret?
Well-built dashboards are designed to be understandable without specialist analysis, showing outcomes in plain, actionable terms rather than raw data.
How is data accuracy maintained for reliable reporting?
Through proper data hygiene practices upstream, detailed under Customer Data Platforms, since reporting is only as reliable as the data feeding it.
Can reporting be set up to send automatic summaries to leadership?
Yes — scheduled reports or alerts can be configured so key metrics reach the right people without needing to check a dashboard manually.
Does reporting cover paid media performance as well as CRM data?
Yes, where relevant — combining CRM outcomes with paid media performance shows which campaigns actually produce customers, not just leads.
Can HubSpot report on revenue by campaign?
Yes, with the right setup. HubSpot attribution reporting links contacts and deals to the campaigns and channels that influenced them.
Should we use HubSpot reporting or Power BI?
HubSpot reporting suits most marketing and sales needs. Power BI or Looker Studio suit reporting that combines data from many systems, such as finance and operations.
Can you automate our monthly reports?
Yes. We connect your data sources so dashboards update automatically and can be emailed on a schedule.
What if our data isn’t clean?
We start with a data audit and fix the quality issues that would make reports unreliable.
