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Building Custom Reports in HubSpot to Improve Decision-Making

Building Custom Reports in HubSpot to Improve Decision-Making

by Nick Pegley | Aug 11, 2025 | HubSpot Tips

Marketing and sales data are only useful if they can be interpreted in a way that informs strategy. HubSpot’s custom report builder offers the flexibility to move beyond default dashboards, allowing you to track performance indicators that match your specific goals....
Misaligned Lifecycle Stages in HubSpot: A Structural Problem with Practical Consequences

Misaligned Lifecycle Stages in HubSpot: A Structural Problem with Practical Consequences

by Nick Pegley | Jun 27, 2025 | HubSpot Tips

Many organizations adopt HubSpot’s lifecycle stages without reviewing whether the default structure aligns with their actual sales and marketing process. This superficial convenience often creates long-term issues: distorted reporting, unclear handoffs, and...

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