Reports Feature

Reports and dashboards

Hubdash pulls your CRM, pipeline, marketing, and operational data into clear reports and dashboards, so the numbers your team needs to act on sit in one place, ready to share.

Reports Feature

Ready-made reports

Get straight to the answers with a library of built-in reports covering sales, marketing, pipeline performance, and contact activity. See which channels are bringing in leads, which Google Ads keywords are converting, how campaigns are performing, and where deals are won or lost, without building anything from scratch.

Popular uses
Marketing channel reports showing where leads and revenue come from
Google Ads keyword reports tying spend back to real enquiries that convert to sales
Pipeline performance, conversion rates, and stage-by-stage breakdowns
Reports Feature

Custom reports

When the standard reports don't cover it, build your own. Choose the data, pick the filters, group it the way your team thinks about it, and visualise it as a table, chart, or summary. Custom reports work across contacts, deals, custom objects, and any property you've added, so reporting bends to your business rather than the other way round.

Popular uses
Build reports across contacts, deals, and custom objects
Filter, group, and segment by any property in your CRM
Visualise data as tables, charts, or summary cards
Save reports for individuals, teams, or the whole business
Reports Feature

Dashboards

Pull your most important reports onto a single screen, tailored to each team or role. Sales sees pipeline and conversion. Marketing sees channel performance and campaign ROI. Leadership sees the high-level view across everything. Dashboards update in real time and can be shared, so the whole team works from the same numbers.

Popular uses
Build dashboards tailored to sales, marketing, ops, or leadership
Combine standard and custom reports on a single screen
Share dashboards across teams with live, up-to-date data

See Hubdash in action

Book a demo and we'll walk you through how Hubdash fits around your business, your data, and the way your team actually works.

Features

Discover other platform features

CRM

Manage contacts, organisations, and records in one place, with the flexibility to shape the data around how your business actually works.

Pipelines

Track every opportunity through clear, customisable stages so nothing stalls and nothing slips.

Forms

Capture leads straight from your website with full attribution, so you always know where your best enquiries are coming from.

Conversations

Bring email and messaging into Hubdash so every interaction sits alongside the contact, deal, or project it relates to.

Automation

Remove repetitive admin with workflows that handle follow-ups, internal actions, and routine tasks in the background.

Reports

Build dashboards and reports that turn day-to-day activity into the numbers you need to make confident decisions.