The challenge
HubSpot’s reporting couldn’t visualize the data the team needed, so they scrambled before meetings pulling numbers from HubSpot, Zendesk, Maxio, and SQL by hand.
What we did
- Tableau Cloud connected to HubSpot with daily refresh and a deals/companies/owner data model
- Custom dashboards for pipeline evolution, revenue mix by channel and stage, and deal tracking
- Interactive filters by rep, segment, deal type, and time period
- Hands-on training to create calculated fields, visualizations, and published workbooks
The results
The company replaced manual spreadsheet work with interactive dashboards that refresh daily, letting the team be proactive with customers and giving a foundation to add Zendesk, Maxio, and product-usage data.
The efficiency it’s going to bring sounds huge — it lets you be ahead of it versus reactive.
Client, Technology & SaaS