SERVICES

HubSpot Dashboards & Marketing Reporting Services

Senior-led reporting designed for clarity—not noise. We build HubSpot dashboards and reporting that reflect how your business actually runs, so leadership can trust the numbers and teams know what to do next.

Let’s talk HubSpot

Useful when…


01

You want actionable insights

You want actionable insight across marketing, sales, and service, without digging through disconnected spreadsheets.

02

You’ve outgrown basic metrics

You’ve outgrown basic metrics. You need reporting that supports decisions, forecasting, and performance conversations.

03

You need dashboards built around your KPIs

You need dashboards built around your KPIs, not generic templates, so everyone is measuring the same things, the same way.

Our approach

Good reporting isn’t a dashboard problem. It’s a definition + governance problem.We start by aligning on what matters: your KPIs, definitions (what counts as a lead, an opportunity, a booked meeting, a churn risk), and the journey your data needs to follow inside HubSpot. Then we build reporting that makes those definitions visible and consistent.

What this typically includes:

  • KPI alignment + reporting map: what you need to know, who needs it, and how often

  • Data + lifecycle review: making sure properties, stages, and source data support accurate reporting 

  • Custom dashboards: leadership views + team views (sales, marketing, service) built for action
  • Funnel + pipeline reporting: visibility across conversion, velocity, and drop-off points

  • Attribution + campaign reporting (where relevant): what’s driving pipeline, not just clicks

The outcome is simple: reporting that’s trusted, repeatable, and decision-ready, so you spend less time debating the numbers and more time improving them.

Why OTM?

Because boutique reporting should feel like calm clarity; not a pile of charts.

With OTM, you get a senior-led partner who builds reporting that holds up in real conversations:

One source of truth your leadership team can rely on, and a clearer operating rhythm across the business.


consultation

Senior-led by default

Experienced specialists defining, building, and validating your reporting—no handoffs

workshop

Systems-first foundations

Clean definitions, clean data, and clean governance so dashboards stay reliable

process

Built around your workflows

The pipelines, lifecycle stages, and handoffs reflected in what you see and measure

enable

Enablement included

your team leaves confident, not dependent, able to maintain and evolve reporting over time

What clients say

“Kira has been an outstanding support across all areas of our HubSpot journey. From day one, nothing has ever been too much trouble. She is approachable, responsive and incredibly knowledgeable. She played a key role in our website migration, ensuring the transition was smooth, structured, and stress-free. Her expertise in setting up customer workflows, streamlining digital efficiencies, and driving our marketing efforts has added real value to our business operations. Kira also delivered onboarding and training sessions that were clear, practical, and tailored to our needs. This empowered our team to confidently navigate and maximise HubSpot’s capabilities. Kira is a true professional and a pleasure to work with, playing a key role in helping us successfully achieve our goals on the HubSpot platform.”

Pearce, A.
FOUNDER.

Working with Kira was an all round great experience. I have wanted to implement HubSpot for a long time but was always worried about the set up. OTM was great, walked me through everything, gave easy to follow instructions and always great to deal with. Highly recommend.

Wallace D.
FOUNDER

Kira from Outsourced Technical Marketing is somewhat of a rarity in having a vast amount of knowledge and experience but also being able to share, teach and coach our sales team members at their level of knowledge and understanding with just the right mix of patience, empathy and motivation. Great service, great outcomes, no worries. Thanks Kira🙏 Highly recommended 👍

Bruger, M.
MARKETING DIRECTOR

Start the conversation

If reporting feels unclear or inconsistent, we’ll help you tighten the foundations and build dashboards you can actually run the business on. Book a quick call and we’ll recommend the simplest path to reliable, decision-ready reporting in HubSpot.