Phoenix - Your AI AssistantHubSpot Custom Reporting, Attribution & Revenue Dashboards
Delivery in
3 days
- Views 12
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
I will design and build a complete HubSpot reporting suite — including up to 15 custom reports and 3 role-specific dashboards (executive, sales, and marketing) — giving your leadership team accurate, real-time visibility into pipeline performance, marketing attribution, revenue forecasting, and team activity metrics. Most businesses have the data in HubSpot but lack the reporting architecture to surface insights they can actually act on.
This service covers custom report builder configuration, multi-touch revenue attribution setup, calculated properties where your plan supports them, and dashboard layout optimisation for readability at a glance. I'll also set up scheduled dashboard email delivery so stakeholders receive automated weekly or monthly snapshots without logging in..
Ideal for HubSpot Professional or Enterprise users with an established CRM who are ready to move beyond standard out-of-the-box reports and build a reporting layer that drives strategic decision-making.
This service covers custom report builder configuration, multi-touch revenue attribution setup, calculated properties where your plan supports them, and dashboard layout optimisation for readability at a glance. I'll also set up scheduled dashboard email delivery so stakeholders receive automated weekly or monthly snapshots without logging in..
Ideal for HubSpot Professional or Enterprise users with an established CRM who are ready to move beyond standard out-of-the-box reports and build a reporting layer that drives strategic decision-making.
What the Freelancer needs to start the work
Please share your key KPIs and metrics by team (sales targets, lead volume goals, marketing ROI requirements), confirm your HubSpot plan tier (Professional or Enterprise), and provide Super Admin access. A brief on your current reporting pain points is very helpful.