Branchlead

Reporting & Dashboards

You ask one question and get three answers. We define each number once so everyone sees the same thing.

You ask how many deals closed and three reports give three different answers, so nobody trusts any of them. The numbers that should run the business end up in a spreadsheet someone rebuilds by hand every week, and decisions wait because nobody's sure which report is right. We see this again and again. We define each number once, build one screen per role, and make the reports agree.

Book a free consultSee what we fix
Audit firstQuality-first pricingNo lock-inYou own everything we buildSurry Hills, Sydney

You'll recognise some of these.

None of it means you did anything wrong. It means the numbers were never defined once, or the reports were built in a hurry and nobody went back. Here's what we usually see when the reporting is the problem.

  • You ask one question and the reports give three different answers.
  • The real numbers live in a spreadsheet someone rebuilds by hand every week.
  • Revenue reporting lumps everything together, so you can't see what's actually selling.
  • Each team measures the same thing a slightly different way.
  • You can't see a deal's status without asking the person who owns it.
  • Nobody's sure which report is the right one, so decisions wait.

How we get the reports to agree.

Step 1

A free consult

We talk through which numbers you don't trust and where the disagreements are. If you don't need us yet, we'll tell you. There's no charge for this part.

Step 2

The audit and the map

We find why your reports disagree: the duplicates, the metrics defined three different ways, and the data that's messy underneath. The map is yours to keep either way.

Step 3

Defined once, one screen per role

We define each metric once, fix the data underneath it, and build a dashboard per role so every screen draws from the same definitions. No more three different answers.

Step 4

Documented, then it's yours

Your team knows what each number means, everything's written down, and you own the result. You're not locked to us to keep it working.

From three answers to one.

Most reporting problems aren't a HubSpot problem. They're a definitions problem. The same number is measured a different way in different reports, and nobody agreed on one version. We fix that at the source.

 How it works nowIn HubSpot
Definitions of a numberOne per reportOne, shared everywhere
Where the real numbers liveA spreadsheet someone rebuildsHubSpot, live
TrustNobody's quite sureYou can act on it
What each role seesOne giant report for everyoneOne screen built for their job

Is this for you?

A fit if

  • You have HubSpot data but don't trust the reports
  • You want numbers you can act on without rebuilding a spreadsheet every week
  • You want a clear screen per role, not one giant report for everyone

Not a fit if

  • Your data lives entirely outside HubSpot and you don't plan to move it (talk to us about migration first)
  • You want a separate analytics product built from scratch outside HubSpot

Find out why your reports don't agree.

Start with a free consult. We'll tell you what the work is, what it costs, and how long it takes, before you commit to anything.

Book a free consult

Common questions.

Why don't our reports agree now?

Usually the same number is defined a different way in different reports, plus duplicate records inflating the totals. We fix both, so the numbers line up.

Will each team get its own dashboard?

Yes. One screen per role, showing the few numbers that matter to that job, not a wall of charts nobody reads.

Do you fix the underlying data too?

Yes. We de-duplicate and tidy the records the reports draw from, otherwise clean reports just show messy data faster.

Can we change the reports ourselves after?

Yes. We build them so your team can adjust them, and we document how.

How do you charge?

After a free consult we'll tell you what the work costs before you commit, and you own everything we build.

Other things we fix.

Audit & Rescue

Inherited a HubSpot mess? We get it back to standard.

Sales & CRM

Deals living in inboxes and people's heads.

Marketing

Automation nobody can explain.

Migration

Moving to HubSpot without losing anything.

Integrations

Tools that don't talk to each other.

All services

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HubSpot services

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info@branchlead.com

(02) 8020 5982

81-83 Campbell St, Surry Hills, New South Wales, 2010

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