HubSpot has powerful reporting tools. But if you’ve ever tried to build a report and discovered that HubSpot can’t quite answer the question you’re asking, the problem may not be the report itself.
Often, it’s everything underneath it.
The way your CRM is structured, how records are associated, where your data lives, how consistently properties are populated, and whether HubSpot has access to the right information all determine what you can ultimately report on.
That’s why when a client comes to me with an advanced HubSpot reporting problem, I rarely start by building a dashboard.
I start by asking: What are you actually trying to understand?
Then I work backward to determine whether HubSpot has the data and structure required to answer that question.
[Read more…] about CRM Architecture Determines What You Can Report On