Services
Reporting your leadership can rely on.
Dashboards that answer the question being asked, and source tracking that holds up under scrutiny.
Reporting + Attribution
A report can only show what the process behind it captures.
Reporting is the most common reason teams reach out to us, and the report itself is rarely the problem. Reps skip fields. Lifecycle stages mean different things to different teams. Lead source breaks somewhere between tools. The dashboard ends up accurate about the wrong data.
A good report comes down to the question you're trying to answer. So we start with the question, trace each number back to where it's created, and fix the process there before we build anything.
Signs you need this
Where unreliable reporting shows up
Dashboards that disagree
Channels that look broken
The hand-built quarterly report
A new dashboard won't fix any of these on its own.
How we approach it
Evaluate, fix the source, then build
Every dashboard we build starts with the question leadership needs answered.
Evaluate
What is leadership actually asking?
Fix
Where does the number break?
Build
What will they look at?
Why it matters for AI
AI insight draws on the same data as your reports.
AI summaries and forecasts pull from the same records your dashboards do. If you can't trust the reports, you can't trust anything generated from them either.
What's included
What we build and leave in place
Role-based dashboards
Executive, pipeline, rep activity and marketing views built around specific questions.
Attribution that holds up
Protected original source and campaign-to-revenue reporting you can defend.
Cross-object reporting
Reports that pull from contacts, companies, deals and tickets together.
How we think about this
Reporting and attribution
Can you answer how you performed this quarter from an existing dashboard, or does someone have to build it? How we build reporting leadership can rely on.
How to Work With Us
Two ways to engage. Same capabilities. Same team.
Both models give you access to the full range of services above. The difference is how we scope, schedule, and price the work.
Managed Services
Your ongoing operations partner. A dedicated team, proactive audits, and regular strategy calls. Scope evolves with the business.
Best for: Teams that need the role, not just the project.
See plansPre-Paid Hours
On-demand access to the Fission team. Purchase a block of hours, submit work as needed, and get results with transparent pricing.
Best for: Teams with project-based needs or defined scope.
See pricingFAQ
Common questions about HubSpot reporting
Because a report can only show what the process behind it captures. Rebuilding the report rarely fixes it. We trace each number back to where it's created and fix the process there, then build reporting your leadership can rely on.
Start by protecting original source so no tool can overwrite it. Then connect campaigns to deals and pick an attribution model your HubSpot tier supports and your team will actually use. We set this up and test it against real records before anyone relies on it.
Sometimes, but rarely first. Most reporting gaps come from the data and process underneath. We'll fix those and show you what your current tier can do before recommending an upgrade.