# Reporting on Manually entered External Values

**URL:** <https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228>\
**Category:** Reporting & Analytics\
**Tags:** enterprise\
**Created:** [July 27, 2023, 12:03am UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228 "2023-07-27T00:03:52Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![JRobertshaw](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jrobertshaw/32/38459_2.png) [@JRobertshaw](https://community.hubspot.com/u/JRobertshaw)\
**Post date:** [July 27, 2023, 12:03am UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/1 "2023-07-27T00:03:52Z")

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Hi,  
Our client wants to be able to view and report on their entire marketing activity across the business. One of their requirements is to report on total cost per SQL and Opportunity.  
As all opportunities and SQL are entered in deals it makes sense to calculate this figue and report it on a HubSpot Dashboard.  
The issue they face is they have spend out side of digital channels, e.g. Events, Print etc. What is the best way for them to enter this information into HubSpot and be able to report on it as a holistic view?  
The currently have Enterprise Marketing and Enterprise Sales  
Thanks

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**Author:** ![kvlschaefer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kvlschaefer/32/71076_2.png) [@kvlschaefer](https://community.hubspot.com/u/kvlschaefer)\
**Post date:** [July 27, 2023, 12:07pm UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/2 "2023-07-27T12:07:28Z")

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Hi @JRobertshaw,

Thank you for reaching out to the Community!

I wanted to invite our subject matter experts to this conversation.

Hi @danmoyle, @Josh, @Jnix284 - Do you have any reporting advice for @JRobertshaw?

Thank you!

Best,

Kristen

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**Author:** ![Ben\_M](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ben_m/32/2679_2.png) [@Ben\_M](https://community.hubspot.com/u/Ben_M)\
**Post date:** [July 27, 2023, 12:29pm UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/3 "2023-07-27T12:29:23Z")

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Are they using campaigns to track these costs and associating the contacts with those campaigns? Typically this is how this type of data would be tracked. If you are not using campaigns and this data is not in Hubspot, you could potentially export the data from Hubspot into your database and run visualization reporting outside of Hubspot to combine all of your source data.

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**Author:** ![danmoyle](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/danmoyle/32/91166_2.png) [@danmoyle](https://community.hubspot.com/u/danmoyle)\
**Post date:** [July 27, 2023, 12:53pm UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/4 "2023-07-27T12:53:42Z")

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Hi @JRobertshaw. Here’s what I’m thinking. Maybe this will spark a solution for you and your client.

A custom Deal property for “external spend” could help. They could input the total cost there. Or they could have a custom property for each “category,” like one for events, one for print, etc.

Then they could create a calucluated property where the formula adds all costs and subtracts that from the Deal amount.

That’s how I’d think about it if you’re keeping it in HubSpot. Otherwise it would end up being something you create outside of HubSpot. But if you dop that in a Google Sheet (which you might be able to do with custom workflow actions), you can embed external content in a HubSpot dashboard,showing the data.

Thanks for the tag @kvlschaefer 😊

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**Author:** ![JRobertshaw](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jrobertshaw/32/38459_2.png) [@JRobertshaw](https://community.hubspot.com/u/JRobertshaw)\
**Post date:** [July 27, 2023, 11:02pm UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/5 "2023-07-27T23:02:01Z")

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Thanks @danmoyle,  
They currently have all of this information in Excell Sheet (Microsoft Run Business) How would you suggest the best way to pull this data into HubSpot, and then where would it be kept? It doesn’t make sense to hold against deals as there would be spend that can’t be attributed to one deal?  
Just thinking would something like operations hub be suitable for this?  
Thanks again for your help?

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**Author:** ![danmoyle](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/danmoyle/32/91166_2.png) [@danmoyle](https://community.hubspot.com/u/danmoyle)\
**Post date:** [July 31, 2023, 3:47pm UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/6 "2023-07-31T15:47:43Z")

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Hi @JRobertshaw. If they’re keeping it in an Excel, is there a way to use Google Sheets and maybe some kind of integration? Then they could [use external content on a dashboard](https://knowledge.hubspot.com/dashboards/embed-external-content-on-a-dashboard) so it doesn’t have to be truly imported.

If they’re sticking with Excel, it’s going to be tough. You can use HubSpot as a full CRM and reporting tool, all along the revenue journey, but it’s hard to pull information in from an offline source like an Excel sheet. They’d instead need to make the move to a cloud based tool like HubSpot.

It sounds like it’s a bigger strategy question - good luck 🙂

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<div class="post-metadata">

**Author:** ![JRobertshaw](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jrobertshaw/32/38459_2.png) [@JRobertshaw](https://community.hubspot.com/u/JRobertshaw)\
**Post date:** [August 2, 2023, 12:51am UTC](https://community.hubspot.com/t/reporting-on-manually-entered-external-values/86228/7 "2023-08-02T00:51:57Z")

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@danmoyle , they have it in Sharepoint so it is cloud based, not sure if that makes a difference  
What I’m looking for is a way to report against HubSpot data with this. So pulling this directly into a property against a a solo deal or campaign won’t work as it needs to be (total marketing spend/total number of new opportunies = Spend per opportunity) A holistic overview  
Does anyone know if Operations Hub data ca be used for this?
