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DELIVERY MODULE About 1 week

Reporting Dashboard Build

Build one HubSpot dashboard with up to 3 reports that answer the client's key questions, such as visits, bookings and downloads, using data HubSpot already records.

Delivery module

AU$320

About 1 week

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What this module actually does

Included

Client has one dashboard answering their 3 key questions.
The reports use live HubSpot data and the numbers have been checked against records.
The client has been shown how to read each report.

Not included

Attribution or revenue reporting (see Attribution & ROI Reporting)
Sales rep performance reporting (see Sales Team Performance Dashboard)
Lifecycle or deal stage conversion funnels (see Conversion Reporting)
Tracking, UTM or property setup
Google Analytics configuration
More than 3 reports or more than 1 dashboard
Custom report types, calculated properties or custom objects in reports
Data cleanup or historical backfill
Scheduled report emails
Training beyond the walkthrough
Third party reporting tools

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

The 3 questions you want the reports to answer, needed before the requirements check
Which breakdowns matter (for example by page or source), needed before the requirements check
Confirmation of your HubSpot subscription (custom reports need a Professional or Enterprise hub), needed before the requirements check
Names of users who need access to the dashboard, needed before the report and dashboard build

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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