Hubspot services: RevOps HubSpot Reporting & Analysis Services

Gain visibility into your team’s performance to make data-driven decisions that drive revenue and growth.

Lacking the means to quantify and visualize your team’s performance can make it difficult to tie your efforts to the bottom line. We build custom reports and useful dashboards to bridge this gap, making it easy to attribute marketing, sales, and service efforts directly to revenue generation and leads as well as monitor your performance in real time.

Best of all, we help clients with multiple hubs combine these sources of intel to give them uncommon visibility into their entire marketing, sales, and service processes, so they can make tactical decisions that are more likely to yield profitable results.

12+ years as a trusted HubSpot Partner

Marketing technology should drive success, not create obstacles. We’ve proudly partnered with HubSpot to deploy its CRM suite since 2011.

HubSpot reporting & analysis services for sales & beyond

Tracking performance: custom reports and dashboards

Get help setting up HubSpot's integrated Sales, Marketing, and Service Hub reports and dashboards to organize and surface your data. We develop and set up customized reports and dashboards within HubSpot to track crucial KPIs. These tools are designed to provide actionable insights and help you make informed strategic decisions, from the first marketing touch to closed-won deal.

Report interpretation support

Understanding data is key to leveraging it effectively. We offer training sessions focused on how to interpret reports and dashboards, covering aspects like recognizing key metrics, understanding data trends, and using this information for strategic decision-making. We can also tweak these reports and dashboards to better suit you as we get feedback during the training process. We ensure we leave you not only with the data visibility you need, but an understanding of how to use your new dashboards and deploy your data to identify and focus your efforts on revenue-driving activities.

Example reporting dashboards

Dashboards (collections of reports) are highly customized and can be set up for specific audiences, oriented around business goals, or by discipline to more efficiently convey information to the right people to track progress toward your B2B’s goals.

Marketing dashboard Sales dashboard

Marketing dashboard

Sales dashboard

How Our HubSpot Reporting & Analysis Services Work

Our RevOps sales reporting engagements generally involve these three steps.

Step 1: discussion

We’ll begin by scheduling a call to learn about your situation, the level of training stakeholders need, whether you need one-on-one training or group, and the number of individuals we’ll be training so we can meet your company’s specific needs.

Step 2: implementation

We'll help you build the reports and dashboards you need to track KPIs, measure your team's performance, and get a clear view of your marketing, sales, and/or CMS operations.

Step 3: training

Your team(s) will receive customized training from our in-house HubSpot experts to ensure your team has a feel for how your new HubSpot reports and dashboards work and how to use them.

Let’s work together.

We believe in making things easy. Get in touch with us however you want to express interest, ask questions, or briefly tell us about your needs. We’ll follow up within one business day to schedule a conversation.

Find us

2921 Landmark Pl #215-317
Madison, Wisconsin 53713

500 N 3rd Street, Ste 208-5
Wausau, Wisconsin 54403

Call us

Main: (608) 709-2185
Wausau: (715) 203-0137

Email us

hello@madisonmarketing.com