Reports your team trusts. Decisions you can make.
Most teams have dashboards. Few teams trust them. Numbers do not match across teams. Definitions drift. Spreadsheets fill the gaps. By the time leadership wants an answer, three people are arguing about whose version is right. We fix that. A single source of truth, fed by clean data, that everyone works from.
Just automated your business? Now you need to know whether it is working. Still building things out? Start with a Growth Gap Analysis.
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If your reports are wrong, every decision after them is wrong too.
You can run the slickest dashboard in the world. If the data is wrong, the definitions are inconsistent, or the team does not trust the numbers, it might as well not exist. Worse, it gives you false confidence in the wrong direction.
Revenue growth is the only honest measure of a successful implementation. And you can only grow what you can measure properly. Reporting that you cannot trust is not just unhelpful. It is actively harmful.
Done right, reporting becomes the heartbeat of your business. The thing that tells you what is working, what is not, and where to focus next. Not a battle to win in a meeting.
Numbers that match. Definitions everyone agrees on.
Good reporting is not about more dashboards. It is about the right ones. Built on clean data, agreed across teams, updated in real time. A single source of truth that leadership and the team both work from.
We start by working out what actually needs to be measured, who needs to see it, and what decisions it should support. Then we build the data foundation, design the dashboards, and embed the reporting into how your team works day to day.
The result: a reporting layer your team trusts, leadership can act on, and the business grows from.
Three types of teams come to us for reporting work.
Whether your reports lie, do not exist, or do not tell leadership what they need to know, we can fix it.
Your reports don't match
You have got dashboards. The team has spreadsheets. Marketing's numbers do not agree with sales. Leadership asks for revenue and gets three different answers. Time to find a single source of truth.
You're stuck in spreadsheets
HubSpot is the system of record, but reporting still happens in Excel. Every report is a manual export, a few VLOOKUPs, and a copy-paste into a presentation. There is a much better way.
Leadership needs better visibility
You can run the day-to-day, but leadership wants forecasting, board-level reporting, and KPIs they can actually trust. Time to give them a view they do not have to question.
What's in a Big Presence reporting project.
Eight things, designed to leave you with reports your team trusts and acts on.
Reporting Strategy
A clear view of what should be measured, by whom, and what decisions it supports. No vanity metrics, no dashboard sprawl.
KPI Definition
Shared definitions across teams so a “qualified lead” means the same thing to marketing, sales and ops. End the arguments before they start.
HubSpot Dashboards
Executive, sales, marketing, service. Built around real KPIs, refreshed in real time, designed to be acted on.
Custom Reports
Bespoke reports for the specific questions your business needs to answer. Pipeline health, attribution, retention, whatever matters.
Forecasting Models
Revenue, pipeline and growth projections you can take to the board. Built on real data, with proper assumptions, not gut feel.
Cross-System Reporting
When the data lives across HubSpot, accounting, finance and ops, we pull it together into one consolidated view.
Scheduled Reports
Automated delivery to the right inboxes at the right cadence. Daily, weekly, monthly. So nobody has to chase the data.
Reporting Training
We teach your team to build, edit and trust their own reports. Not just consume what we built.
Every Hub. Reported on properly.
Reporting only works if the data underneath it is structured properly. We build dashboards across every Hub, with the right metrics for each part of the business.
Attribution that adds up
Campaign ROI, lead source quality, conversion funnels you can trust.
Pipeline that holds up
Pipeline health, deal velocity, win rates, forecasting accuracy.
Service that scales
Ticket trends, CSAT, response times, agent performance.
Content that converts
Traffic sources, engagement, conversion paths, content ROI.
Data you can see
Data quality scores, sync status, integration health.
Revenue you can trace
Revenue tracking, subscription metrics, churn analysis.
Bad reporting shows up as long meetings and confused leadership.
These are the questions teams ask us when they are tired of arguing about numbers.
Because each team is using different definitions, different data sources, or different filters. We standardise the underlying data and the definitions on top of it, so reports finally tell the same story.
Because HubSpot's standard reports do not quite fit your business and nobody has built the custom ones you need. We build them properly, so the spreadsheets can retire.
We start with the decisions your business needs to make. Then we work backwards to the data that informs them. Anything that does not drive a decision is just noise.
Because they cannot trust the answer they got the first time. Reliable reporting ends that pattern. One number, one source, one answer.
Yes, when the underlying data is clean and the deal stages are properly defined. We have built forecasting that boards have signed budgets off the back of.
Four phases. From confusion to clarity.
A clear, structured process designed to get you from arguing about numbers to acting on them.
Define What Matters
We work out what actually needs to be measured, who needs to see it, and what decisions it should support. KPIs and definitions agreed across teams.
Build the Foundation
We make sure the underlying data is clean, structured and consistent. Without it, no report is trustworthy.
Build the Dashboards
We design and build the executive, team and individual dashboards. Refreshed in real time, designed to be acted on.
Train and Embed
We train your team to use, edit and build on what we have created. So reporting becomes the heartbeat of your business.
Every reporting project is different. So is every price.
We do not do off-the-shelf reporting packages. The right scope depends on how complex your business is, how messy your existing data is, and how many sources need consolidating. After a 30-minute call, we can usually give you a ballpark.
- The number of dashboards you need (executive, team, individual)
- How clean your underlying data is to start with
- Whether reporting needs to span beyond HubSpot
- The complexity of your forecasting requirements
- Whether you need scheduled or interactive reports
- The level of training and handover required
After scoping, we give you a fixed price with no surprises.
A HubSpot Platinum Partner since 2014.
Over a decade of building, fixing and scaling HubSpot setups for businesses that take revenue growth seriously.
Platinum Partner since 2014
Over a decade of HubSpot expertise across hundreds of implementations and growing businesses.
Reports that drive decisions
We do not build dashboards for the sake of it. Every report we deliver supports a decision your business actually needs to make.
Plain English, no jargon
You will not get acronym soup or buzzwords. If we cannot explain it simply, we have not understood it well enough.
Numbers everyone agrees on
Shared definitions, consistent data, single source of truth. So the arguments end and the work begins.
The team at Big Presence completely transformed our sales setup. We now have a proper pipeline, clear KPIs, easy to access reports and best of all, our team is actually hitting targets consistently. Cannot recommend them enough.
Ready to trust your numbers?
The right reports tell you exactly where you are, where you are heading, and what to do about it. We will build them around the decisions your business actually needs to make. Start with a 30-minute call.