Data Management & Reporting

mbarba
HubSpot Employee
HubSpot Employee

Introduce Yourself!

Introduce Yourself.png

 

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group!

 

One of the best ways to learnData Management & Reporting is by implementing strategies and sharing ideas with other professionals just like you.

 

That’s why we’re so excited to create this community of professionals to learn and grow better together!

 

To get started, say hello and introduce yourself. Here are some questions to help you get started:

 

  1. What's your current role?
  2. What industry do you currently work in?
  3. What excites you most about Data Management & Reporting?
  4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting?
  5. Is there any new content that you’re working on right now?
  6. What are you hoping to get out of this study group?
1,158 Replies 1,158
CLeon5
Member

Introduce Yourself!

  1. What's your current role? Revops Consultant
  2. What industry do you currently work in? Tech Industry
  3. What excites you most about Data Management & Reporting? Help teams get more revenue through good processes and tool ussage
  4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting? I enjoy Matt Wolfe
  5. Is there any new content that you’re working on right now? Writing a book
  6. What are you hoping to get out of this study group? Exchange ideas, best practices, new techniques, discoveries, updates, the employability status : All of the above
0 Upvotes
TQureshi3
Member

Introduce Yourself!

Hi My name is Tosif Qureshi

My current role is leading and administering HubSpot CRM, ensuring that the data is consistently updated and accurate. I work in the IT industry, specifically within the insurance, broking, and consulting sectors, in the growth ops department.

What excites me most about Data Management & Reporting is the ability to turn raw data into actionable insights that can drive business decisions. It's the perfect balance of organization, problem-solving, and strategy.

I'm currently focused on data migration and syncing with other CRMs to ensure seamless operations across platforms. I don't have a particular blog or podcast that I follow, but I'm always open to recommendations that dive deeper into CRM integration or best practices for data management.

For this study group, I'm hoping to learn from others' experiences and get insights that can help me streamline processes and improve the quality of our data systems, especially as I continue working on data migrations and integration projects.

 

0 Upvotes
DeepakSoni
Member

Introduce Yourself!

Hi Mary, 
Thanks for giving me chance to be part of this great community. 
My name is Deepak, I worked for more than a decade as Sales Ops, CSOps and now stepped into RevOps. I have been part of some great SaaS Based startups and MNCs. Currently I am working for an eCommerce company to build RevOps from scratch. I am here to learn more from the experts about latest trends tools that makes an impact on advancement of overall company growth along with increasing revenue. 

0 Upvotes
Cmoskosky
Member

Introduce Yourself!

I am a senior deal desk analyst in the tech industry. The exciting thing about data management and reporting to me is to be able to have a foundation for confident decision making for the business. I am hoping to gain ideas and concepts from others in this group!

0 Upvotes
AQuan
Member

Introduce Yourself!

  1. What's your current role? Sales Ops Manager
  2. What industry do you currently work in? Technology and Software
  3. What excites you most about Data Management & Reporting? Actionable outcomes from data-driven analytics (go getting attitude)
  4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting? Any AI blog - get on the train, its leaving
  5. Is there any new content that you’re working on right now? Not at the moment
  6. What are you hoping to get out of this study group? Insights and learning moments from other professionals
0 Upvotes
ADaly001
Member

Introduce Yourself!

1. I’m in the HR space right now, but my role is expanding to include more operational responsibilities that overlap with RevOps.

2. I’m really excited about how data can be used to drive smarter, more informed decisions. In HR, we’re always looking for ways to improve things like hiring processes and employee engagement, so understanding the data behind those can make a huge difference. The idea of bringing that same kind of data-driven approach to RevOps is really interesting to me.

3. Not currently, but I’ve heard of the RevOps Framework podcast is a good one.
4. Right now, I’m focused on improving how we track and report on metrics, especially in a way that supports the broader business objectives. It’s all about making sure the data we’re using can actually help us make better decisions.
5. I’m hoping to get some hands-on insights into how others are managing data in the context of RevOps. I’d love to learn more about the best practices and tools that can help align HR data with sales, marketing, and operations strategies. Plus, I’m excited to connect with others who are working on similar challenges!

0 Upvotes
GDunn6
Member

Introduce Yourself!

  1.  I am primarily an Dynamics 365 Product Owner but very interested in understanding industry best practice in the Revops space. 
  2. services induststry
  3. designing and implementing data experiments. 
  4. Blog Posts - PyMC Labs
  5. Standswell
  6. Just get a feel for where the RevOps thinking is now.
0 Upvotes
AMurilloHerna
Participant

Introduce Yourself!

Hi there, I'm working as Specialist Operations Supervisor, for a Staffing Company. I'm basically the one in charge of accounts in different fields such as accounting, property management and insurances. My daily duties include KPI design, review and implementation, productivity report, dashboard updating, client meetings, upselling (opening new positions) and keeping good client relationships (client success). I'd like to know more about data, reporting and revenue ops to move forward on my career. 

0 Upvotes
ALeicester
Member

Introduce Yourself!

Hi all,

I'm Alex, I am a senior marketing operations professional who has recently started a new job with a cyber security company, and I now sit within the Revenue Operations team, hence wanting to take this certification. I have extensive experience with another CRM tool, but am looking to upskill quickly in HubSpot - another reason for taking this certification, along with a few others to follow.

0 Upvotes
Becol
Member

Introduce Yourself!

Hi there, I'm Bailey. I've been working in the CRM strategy, implementation, and scaling space for over 6 years. I've worked across SME to large enterprise organization spanning B2C, B2B and B2G. Nice to meet you all and look forward to having a community to lean on in this space.

RR74
Member

Introduce Yourself!

Hello! I am RR, and I am a Sales Operations Manager at an EdTech. I am looking to polish industry terms and acquire best practice experience in the industry. 

0 Upvotes
Rab1981
Participant

Introduce Yourself!

Hello! Great to be here and connect with all of you.


My name is Rabih and I am a Senior Operations Analyst and Team Lead in the Fintech industry, where  innovation and data-driven decisions are at the very forefront. I oversee a dynamic team for smoothness in operations and peak performance within such a fast-moving environment.

What excites me most about Data Management & Reporting is being able to extract meaning from complex
 pieces of data and transform them into rich insights that inform strategic decisions. It is satisfying to observe how data may improve operational efficiency and customer satisfaction.

 

I recommend "Data Skeptic" for its thought-provoking podcasts on data science, machine learning, and big data. It's an excellent resource for anyone keen on expanding their knowledge in data management.

 

I look forward to sharing best practices, learning from others' experiences, and finding new approaches toward data management and reporting. My aim is to find those innovative strategies which will drive growth and efficiency into RevOps and give back with my insights so others can thrive in this dynamic field.

TomCLee
Participant

Introduce Yourself!

Hi everyone! My name is Tom, and I work as Sales Ops in the B2B SaaS industry. My focus is on revenue operations, specifically designing scalable revenue architecture within HubSpot for recurring revenue businesses. What excites me most about data management and reporting is how a well-structured data model can act as the backbone of a company’s revenue growth. When data flows seamlessly across systems, it enables better GTM motions and ensures teams are aligned, which is crucial for sustainable growth in our super fast-paced environment!!

 

One resource I highly recommend is the concept of the "Revenue Factory" from the book Revenue Architecture. It’s a fantastic framework for managing recurring revenue businesses by treating GTM motions like production lines. I’ve been applying these principles to build robust dashboards and operational workflows in HubSpot and the results have been eye-opening!!

 

Right now, I’m working on optimizing cost-efficient GTM motions within HubSpot, from setting up scalable deal pipelines to aligning lifecycle stages with customer journeys. I’m excited to exchange ideas and learn about how others are tackling similar challenges.

 

Hoping to find inspiration and actionable insights from professionals here. Can’t wait to hear perspectives and learn from this community!

EKaruti
Member

Introduce Yourself!

My name is Eric Karuti. I aim to take up challenging roles using my knowledge and expertise in psychology, leadership, research, data analysis, IT solutions, and project management.
My interests oscillate between industrial-organizational (I-O) psychology, youth development, mental health, digital/content strategy, and education, with a proven track record in delivering innovative solutions in these areas. Whether managing research, leading teams, or optimizing business operations, I leverage my expertise to provide actionable insights that inform strategic decisions and improve organizational performance.

Since 2017, I've also contributed thought leadership through publications in the Business Daily and Daily Nation, Africa's leading newspapers. I bring an unwavering commitment to quality, attention to detail, efficiency, and a results-oriented approach to every project; creating strategic solutions that drive sustainable growth and impact.

Inspired by the desire to make a tangible difference, I help organizations and individuals navigate complex challenges with creative, data-driven, and futuristic strategies that save time, reduce costs, and increase productivity.

Pallavi_Ian
Member

Introduce Yourself!

I’m Pallavi, a sales operations enthusiast and now aspiring to learn more about RevOps.

Data getting accumulated everyday is the lifeline of a business with great transformational powers if channelized in an effective manner. 

Currently, I’m leading sales data management for my company and introducing new ways to achoeve data sanity and effective messaging. Looking forward to connecting with the group to share mutual learnings.

0 Upvotes
JMahboob3
Member

Introduce Yourself!

Hi everyone!


I’m Junaid Mahboob, a Revenue Operations Specialist at Blade Air, a company in the manufacturing industry.

What I love about Data Management & Reporting is its incredible potential to elevate a company’s strategy and operations—when utilized effectively.

Currently, I’m focused on optimizing our CRM system and introducing new processes to enhance efficiency and outcomes. As an operations professional, I’d highly recommend the book Unreasonable Hospitality by Will Guidara—it’s an insightful read!

I’m looking forward to connecting with other professionals in this group to learn from your expertise and experiences.

0 Upvotes
JoseI
Participant

Introduce Yourself!

Hey there! I'm a Fintech/Edtech cofounder and trying to understand more the Revops side of things. I'm super excited about helping understand and then implement delightful experiences for my customers. Like most of us here I love data, and can't wait to learn new ways on how I can standarized the data, make it available to the entire team, and being able to make better decisions and hold us accountable to it. I currently don't follow any podcasts/newsletters, but I'll be reading replies here of what y'all are reading to get some ideas, so ... thanks in advance! I'm hoping to learn and read more about your journeys, and hopefully I'm also able to help you on yours. Cheers!

SArabiat
Member

Introduce Yourself!

Hi, I’m an operations and business intelligence professional with a passion for turning data into meaningful insights that drive real business impact. Over the past few years, I’ve worked across sales, marketing, and supply chain operations, helping businesses streamline their processes and make better data-driven decisions.

I enjoy working at the intersection of technology and business—whether it's building dashboards in Power BI, optimizing databases with Google BigQuery, or developing web portals to simplify operations. My approach is always hands-on, practical, and focused on finding solutions that make a difference.

Right now, I’m part of the IT and BI team at Gasable, where I work closely with leadership to develop MVPs and POCs that support various business functions. I thrive in fast-paced environments where I can wear multiple hats and take on new challenges.

Beyond my technical skills, I’m a strong believer in Agile and Lean methodologies, and I love collaborating with teams to bring ideas to life efficiently.

When I’m not working, I’m probably exploring new tech trends, brainstorming ideas for process improvements, or enjoying time with my family.

 

Richie_96
Member

Introduce Yourself!

Hi everyone!

I’m Muhammad Rijas , the Chief Revenue Officer at Koncepts Lab, working in IT services and digital marketing. What excites me about Data Management & Reporting is how it drives actionable insights and smarter decision-making.

I recommend the book “Rework” and TED Talks on leadership for fresh perspectives. Currently, I’m working on building a CRM system to streamline operations and reporting.

From this group, I’m looking forward to learning new tools and best practices to enhance reporting frameworks and improve decision-making. Excited to connect with you all!

JGasper
Member

Introduce Yourself!

My name is Julie and I'm an Operations Manager with a fully remote global NGO.  I'm relatively new to Hubspot with experience in several other CRMs.  I'm interested in gaining a more more thorough understanding of RevOps and reviewing and streamlining some of our structure and processes to support growth.  I'm also looking to get the most out of Hubspot and the data and reporting tools it contains.

FDNewman
Participant

Introduce Yourself!

I'm currently the Rev Ops analyst for my company.
We work in the tech industry creating products for pharmacies.
I like being able to look into our system and see everything in its place and I like how reports tell the story of what's happening.
I am working on the Reporting Certification as well and will be in the Super Admin Bootcamp for Winter '25.
Whatever I can to provide a better experience in Hubspot for my Company.

0 Upvotes