🎤 Reporting Like a HubSpot Rock Star: 5 Examples from the Experts
We hosted a group of expert HubSpot users to answer one question: How are you actually using reporting to drive results across Marketing, Sales, RevOps, and beyond?
The answers? Let’s just say you’re going to want to check out the replay!
Here are just a few highlights:
Example #1: Webinars = Content Gold (If You’re Tracking Them Right)
Ali Schwanke from Simple Strat kicked things off with a walkthrough of how they report on the impact of Zoom webinars inside HubSpot.
“It’s easy to say ‘let’s do webinars,’ but unless you’re tagging things properly—like lifecycle stages or custom properties—you’re flying blind.”
She showed how they use custom workflows and campaign tags to follow a lead from webinar registration all the way through to revenue—and how pulling it all into Databox helps tie engagement to pipeline impact.
Example #2: QBRs Without Spreadsheets
Cameron Collins, RevOps Strategist at RevPartners, walked us through a full QBR dashboard setup.
“This was one of the last things I was still using spreadsheets for. Now, I’ve moved all of it into Databox—with some filtering, weighting, and data source merging.”
His dashboard visualizes pipeline, conversion rates by stage, and sales rep performance tracking—and it lives right in HubSpot for easy stakeholder access.
Example #3: Win Rate by Rep & Stage
Our own Tory Ferrall, Director of RevOps at Databox, focused on how to report sales performance across deal stages and reps.
“We built this report to look at conversion rates between each stage and broke it down by rep. It makes it really easy to see who’s stuck where—and what to do about it.”
Bonus? It also supports better sales forecasting and coaching.
Example #4: Timeline Reporting with HubSpot Events
Alex Lee from Intellect shared a nuanced challenge: tracking when specific interactions (like calls, meetings, or emails) happen within a deal cycle—and comparing across segments.
“I’m often asked to find not just ‘what happened,’ but when it happened. That’s tough with HubSpot’s native reports, especially if you need two date fields.”
With Databox, Alex creates layered event timelines by stage and persona, helping his team identify timing trends that close deals faster.
Example #5: Tips & Tricks from a Power User
Finally, Crispy Barnett from Supered closed us out with his personal dashboard setup—and a few pro tips:
“Don’t overcomplicate it. Start by writing the questions you want answered. Then build backwards into the metrics.”
He builds dashboards that help answer questions like:
- What’s our current MRR and average deal size?
- Are we closing the right customers?
- Which segments are lagging?
Ready to see the Virtual Show & Tell yourself?
