Hiring 3rd party Sales Leads Dashboard help

DavidWiggs — Thu, 09 Dec 2021 18:19:00 GMT

Hello Hubspot Community

We've been long time HS users.

Because of our house of brands style set up this has made our leads reporting dashboards challenging to get good data from the standard HS set up.

We're looking for a consultant we can hire to help us strategically improve our sales/ marketing inbound and outbound lead reporting dashboards.

I thought perhaps the paid HS success model woudl work but Hubspot in particular has been unresponsive to repeated requests.

Apprecaite any help you can give.

Thank you

David Wiggs

Brivity

Re: Hiring 3rd party Sales Leads Dashboard help

johnelmer — Thu, 09 Dec 2021 18:50:55 GMT

@DavidWiggs We have encountered this issue a number of times in working with clients. HubSpot offers a solution if you have the Enterprise Marketing Hub. You can add additional brand domains by purchasing the domain limits increase or the business units add-on. This upgrade offers significant benefits beyond reporting improvements (ie improving how you manage digital assets and campaigns for different brands.) You can read a summary of these add-ons here. Another option is Operations Hub Enterprise, which will allow you to create custom data sets and analyze on them in ways that you can't with Marketing Hub.

A less costly solution that may solve your reporting challenges (depending on how you are managing your data across multiple brands) is to use BI software. Microsoft Power BI is a popular solution for what you want to accomplish because of its similarity to Excel. You will also need something like the HubSpot Connector for Power BI, which is available in the HubSpot App Marketplace. By using the connector, you will be able to create an automated data refresh schedule so that each time you open Power BI, the most recent HubSpot data is used to update your report.

topic Hiring 3rd party Sales Leads Dashboard help in Dashboards & Reporting

Hiring 3rd party Sales Leads Dashboard help

Re: Hiring 3rd party Sales Leads Dashboard help