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DIAGNOSTIC MODULE About 2 weeks

Reporting & Dashboards Diagnostic

Reviews the accuracy, relevance and alignment of existing reports and dashboards. The outcome is trustworthy reporting.

Read-only review

Reporting & Dashboards Diagnostic

AU$1,120
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About 2 weeks
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What this diagnostic actually does

Included

  • Client has a written assessment of the accuracy, relevance and alignment of their reports and dashboards.
  • Risks and issues are identified, with context on why each one matters.
  • Recommendations are prioritised, with a clear next step for any follow-on work.

Not included

  • Configuration or fixes to your reports or dashboards
  • Data changes, cleanup or deduplication
  • Automation builds
  • Training or enablement
  • Support-style troubleshooting
  • Ongoing advisory
  • Areas of HubSpot outside this module (scope does not expand beyond what you selected)

How it runs

01
Kickoff
We confirm what we're looking at and sort out the read-only access we need, so there's no delay once work starts.
02
Review
We go through your portal against the scope we agreed, without changing anything.
03
Report
You get the findings in writing, with the most important fixes listed first.

What we need from you

  • HubSpot access for King Henry with view permission for reports, dashboards and the records behind them (we only view, nothing is changed), needed before the Report and Dashboard Inventory
  • A named contact for the kickoff call and the findings presentation, needed before Kickoff and Priority Reports
  • A list of the reports and dashboards your team relies on most, needed before Kickoff and Priority Reports
  • How your team defines key numbers such as a lead, a qualified lead and revenue, needed before the Alignment Check

A written report of what we found in your portal, with the most important fixes listed first. We don't change anything while we're diagnosing.

It depends on the diagnostic. Check the timeline shown above for this one, and we confirm timing once scope and access are agreed.

Yes. If you want us to fix what a diagnostic finds, we scope the fixes as separate modules.

Need Help? We're Just a Message Away

Want this diagnostic in your scope?

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

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