How Do We Get Better Reporting From Salesforce and HubSpot?

Better Salesforce reporting starts with better operational data.

If reports are inaccurate, incomplete or difficult to interpret, adding more dashboards rarely solves the problem.

You first need to determine whether Salesforce is collecting the right information at the right point in the process.

Why Salesforce and HubSpot Reports Fail

Common causes include:

• Poor data quality

• Undefined KPIs

• Inconsistent opportunity stages

• Missing fields

• Duplicate records

• Information stored outside Salesforce

• Incorrect report types

• Poor data model design

• Excessive manual calculations

• Different teams defining metrics differently

Start With the Decision

Do not begin by asking:

“What dashboard should we build?”

Ask:

“What decision should this information help someone make?”

For example:

A Sales Director may need to know:

• Are we likely to hit target?

• Which opportunities are at risk?

• Which representatives need support?

• Where are deals becoming stuck?

• Which lead sources generate revenue?

Those questions should define the reporting architecture.

Define the KPI Before Building the Report

Every important metric should have:

• A definition

• A data source

• An owner

• A calculation

• A reporting frequency

• A business purpose

If two executives define “pipeline” differently, the dashboard is not the real problem.

Reporting Should Lead to Action

Good reporting should allow someone to identify:

What happened → Why it happened → Where the problem is → What action is required

A dashboard filled with numbers but no clear decision path creates visibility without operational value.

Build From the Data Model Up

In some cases, reporting problems require more than changing a Salesforce and HubSpot report.

You may need to improve:

• Object relationships

• Field design

• Opportunity architecture

• Data integrations

• Automation

• Historical tracking

• Data quality controls

• User processes

Reporting is therefore often an architecture problem disguised as a dashboard problem.

Can Leadership Trust the Information Coming From Salesforce and HubSpot?

Source Trade can review your CRM reporting, data model, KPIs and underlying business processes to identify where visibility is breaking down.