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I will create your custom reports and dashboards on hubspot
HubSpot CRM Manager and Data Specialist
Hi! I'm Anyely, a HubSpot CRM Specialist helping real estate teams turn listing and deal data into clear, decision-ready dashboards.
I build HubSpot reports (sales by area, sold rate, open pipeline),...
About this Gig
Do you have deals and metrics in HubSpot but no clear view of what's driving your growth?
I will build a custom HubSpot dashboard and reports for your business team to give you instant visibility into your performance, pipeline health, and key metrics.
WHAT YOU GET
- Custom reports built in HubSpot's report builder
- Clean KPI cards tailored to your business goals
- One organized executive dashboard with a notes box explaining each metric
- A short walkthrough or guide so you can easily maintain it
HOW IT WORKS
You invite me to your HubSpot account as a user with the necessary permissions. I review your data, build the custom reports, deliver the dashboard, and you can safely remove my access.
GOOD TO KNOW
Available report features depend on your HubSpot subscription plan. Please share your plan details or ask before ordering if you are unsure.
I am HubSpot Reporting, Data Integrations, and Sales Hub certified.
Software:
HubSpot
Industry:
Business services & consulting
•
E-Commerce
•
Real estate
My Portfolio
FAQ
Do I need to share my main login credentials?
No. The best practice is to add me as a user with appropriate permissions inside your HubSpot account, keeping your credentials secure.
What format should my raw data be in?
I work with Excel (.xlsx) or CSV files, but I can also process raw text or data exported from other tools.
What if I have more records than what is listed in your packages?
Send me a message with your total row count, and I will create a custom offer tailored to your database.
Do I need HubSpot Professional for custom reports?
It depends on your plan's reporting capabilities. Feel free to message me with your HubSpot plan details before ordering so we can confirm.
Do you work with industries other than Real Estate?
Yes! While my portfolio features a real estate case study, I build custom HubSpot dashboards and reports for e-commerce, sales teams, and various business niches.
