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DELIVERY MODULE 1 to 2 weeks

Operational Dashboards

Build operational dashboards in HubSpot to give sales, service, and management teams daily visibility into pipeline health, ticket performance, and team activity.

Delivery module

AU$800

1 to 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has 2-3 operational dashboards in HubSpot covering sales pipeline health, service ticket performance, and a consolidated manager view.
Each dashboard displays live data with filters for date range and team member, enabling daily and weekly decision-making.
Dashboard permissions are configured so each team sees only what is relevant to their role.
Client has been walked through each dashboard and confirmed the reports meet their operational needs.

Not included

Attribution modelling or marketing ROI reporting
Custom calculated properties or custom report builder formulas
Data cleanup or property standardisation required to make reports accurate
Help desk or SLA configuration (must already be set up)
Custom objects in reports
Ongoing dashboard maintenance or modifications after handover
Executive-level reporting or board-ready presentations
GA4 or external analytics integration
More than 3 dashboards total
Training beyond the walkthrough included in this module

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Kickoff
The key metrics for sales and service and who each dashboard is for, needed before Kickoff
Confirmation that the sales pipeline and help desk tickets are already set up in HubSpot, needed before the dashboard builds
Confirmation of your HubSpot subscription (custom reports need a Professional or Enterprise hub, and giving access to specific teams needs Enterprise), needed before the dashboard builds
Names of dashboard viewers and the access each needs, needed before QA and Permissions

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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