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I will build hubspot revenue reporting dashboards
Certified HubSpot Solutions Architect, Audits, Migrations and RevOps
I'm Aamir, a certified HubSpot Solutions Architect and founder of Capra Digitals. I audit, migrate and run HubSpot portals for B2B teams in the US, UK, Canada and Australia: portal audits, migrations ...
About this Gig
Can't answer "where does our revenue come from?" in HubSpot? I'll build HubSpot revenue reporting, attribution and sales dashboards your leadership will actually open.
I'm a certified HubSpot Solutions Architect. I fix the data behind the reports first, so the numbers hold up in the board meeting.
What I build:
- Revenue dashboard: closed-won, pipeline, forecast, win rate, sales cycle
- Sales dashboards by rep, team and stage with conversion between stages
- Marketing source and attribution reporting: first, last and multi-touch (Marketing Hub Pro/Enterprise)
- Lifecycle stage funnel: lead to MQL to SQL to customer
- Custom reports across contacts, companies and deals
What's included:
- KPI workshop to agree the metrics and definitions
- Property and data fixes the reports depend on
- Dashboards shared with the right teams and permissions
- A recorded walkthrough so your team can read and maintain them
Works on Sales Hub and Marketing Hub Starter, Professional and Enterprise. I'll tell you upfront which reports your tier supports.
Send me the three questions you want your dashboards to answer and I'll suggest the right package.
Software:
HubSpot
My Portfolio
FAQ
Which HubSpot tier do I need for attribution reports?
Multi-touch revenue attribution needs Marketing Hub Professional or Enterprise. On Starter I build first and last touch source reports instead. I'll confirm before you order.
My data is messy. Will the reports still work?
Data fixes the reports depend on are included: deal amounts, close dates, lifecycle stages and source properties. Large cleanups are better done as an audit first.
Can you add data from outside HubSpot?
Yes, through HubSpot integrations or a custom object/import. Data warehouses and BI tools are quoted separately.
Will my team be able to edit the dashboards later?
Yes. Everything is built in HubSpot's native report builder, and you get a recorded walkthrough of how each report works.
How long does it take?
4 to 14 days depending on the package, after the KPI workshop and access are in place.
