HubSpot Reporting & Dashboards
See exactly how your business is performing
We set up the right data structure and reporting tools so your team can track performance and make better decisions.
How we build your dashboards
An expert-led engagement scoped to your HubSpot account and business goals.
Step 1
Define KPIs
We agree on the metrics that matter for your sales, marketing and service teams.
Step 2
Structure data
Custom properties and formula fields are created so the numbers can actually be reported on.
Step 3
Build dashboards
Up to 10 reports across 2 dashboards, designed to be read at a glance.
Step 4
Automate sharing
Dashboards are scheduled and distributed automatically to the right people.
What's included in this implementation
Dashboards and reports delivered by a dedicated HubSpot implementation specialist with project-plan access and email support throughout.
Why work with Commercient
Diamond Partner expertise
6 hours of private meeting time
Tailored to your goals
Frequently asked questions (FAQs)
It starts at $1,000 and includes roughly 6 hours of expert time.
Up to 10 reports across 2 dashboards, plus up to 100 custom properties created to support your reporting.
Yes. Formula fields are included for advanced, calculated reporting on the metrics that matter to you.
Yes. We set up automated dashboard sharing and distribution so the right people receive them on schedule.
Most reporting works on Professional tiers. A few advanced reports, such as customer-journey analytics would require Enterprise, and we'll flag anything tier-dependent up front.
Yes. We can review and optimize the reports and dashboards you already have rather than starting over.
