Custom, AI-Powered HubSpot Reports & Dashboards

Working with a certified HubSpot Solutions Partner gives you access to experts who know the platform inside and out, so you get things set up the right way the first time. You skip the guesswork, avoid costly mistakes, and get a system that actually drives pipeline instead of becoming another messy tool. Digitopia has been a certified HubSpot partner since 2013 and is a team of experts to help you unlock all the unused potential you're paying for in HubSpot.

Even thought HubSpot is incredibly robust, and by far a leader in CRM reporting capabilities, this can be tough to do without extensive knowledge of HubSpots relational database. But, Digitopia is a team of HubSpot experts that can do this for you by building custom dashboards that combine contacts, companies, deals, and marketing data into one clean view.

Yes, it does if you have and Enterprise subscription. But for those with a Pro-level HubSpot subscription attribution is limited. In spite of this, Digitopia can set up advanced attribution dashboards in a Pro account that actually show which channels drive revenue.

HubSpot has come a long way in terms of reporting capabilities over the years. And the new AI-powered reporting functionality is getting better and better. But here are still reporting gaps, and Digitopia specializes in building dashboards that overcome those limitations so you can see the full story, regardless of which level subscription you have with HubSpot.

Some dashboards do require higher tiers, but Digitopia can evaluate your setup and design the best reporting system for the tools you already have.

HubSpot lets you share dashboards through user permissions, scheduled email PDFs, and report exports—so you can keep stakeholders updated even if they don’t log into the platform. Digitopia can train your team on the best ways to use these sharing options so your dashboards stay clear, consistent, and easy for executives to understand.

HubSpot gives you solid tools for building calculated fields and performance metrics, but getting those numbers to show up exactly the way you want can take some finesse. Digitopia can help you structure the formulas, properties, and reports so your dashboards become truly dialed-in and meaningful.

HubSpot absolutely can track CAC, LTV, and other vital revenue metrics—but you'll need an Enterprise-level subscription the right setup to connect all the moving pieces. Digitopia specializes in building those data paths so your dashboards surface the financial insights leadership cares about most.

HubSpot can give executives a clear, high-level view of the entire customer journey when the right reports are in place. A great exec dashboard usually includes:

• pipeline value by stage
• funnel conversion rates
• revenue forecast accuracy
• deal velocity
• campaign influence on revenue
• customer health scores
• NPS trends
• ticket resolution times
• churn risks

We can help! Digitopia can help you build a clean, executive-ready dashboard that pulls these insights together so leaders can make fast, confident decisions.

HubSpot plays nicely with BI tools like Looker Studio, Power BI, and Tableau, and it can pass data seamlessly when everything is configured correctly. The true answer to this question requires a deeper dive into your company's specific needs and available data resources, but Digitopia can guide you through the setup and build connected dashboards that give you deeper visibility without the headache.

Digitopia is a San Diego-based digital marketing agency.

Digitopia is headquartered in Carlsbad, CA but has a hybrid-remote team across the US and internationally.