RevOps Reporting & Dashboards

Most reporting fails because the data model is inconsistent. Dashboards do not fix bad inputs. I start by cleaning definitions, enforcing the few fields that matter, then build dashboards that leadership can trust.

What you get (deliverables):

  • KPI map: what you track, why it matters, who owns it

  • Property definitions (source, lifecycle, lead status, close date rules)

  • Standard reporting views:

    • Lead flow (new leads, contacted, booked, shown, closed)

    • Pipeline health (aging, stage conversion, velocity)

    • Forecasting (commit, best-case, gap to goal)

    • Rep activity (optional, if useful)

  • Leadership dashboard (the 8–12 metrics that run the business)

  • Documentation so it stays clean

What this solves:

  • “We have dashboards, but nobody believes them”

  • Conflicting reports across teams

  • Pipeline value inflated with junk deals

  • Marketing attribution debates

  • Forecast surprises at month-end

Typical metrics we standardize:

  • Speed-to-lead

  • Contact rate

  • Appointment set rate

  • Close rate

  • Average deal size

  • Sales cycle length

  • Pipeline aging

  • Forecast accuracy

If your reporting is noisy, we can make it clean and reliable.

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FAQ

Why are my dashboards wrong?
Usually because the underlying fields are inconsistent or optional. A dashboard is only as good as the definitions and enforcement behind it.

Can you build HubSpot dashboards?
Yes, and the bigger value is the groundwork: definitions, properties, and governance so reports stay accurate.