HubSpot Reporting Specialist — Sales & Lead Source Analytics

HubSpot Reporting Specialist — Sales & Lead Source Analytics We’re a growing marketing agency looking for an experienced HubSpot reporting specialist to help us build a set of advanced sales and marketing reports within our existing HubSpot instance. The Project Our underlying HubSpot data and sales processes are already well established. We’re looking for someone who can review our current setup, understand the questions we’re trying to answer, and then build useful, reliable reports and dashboards using our existing HubSpot infrastructure. The primary areas we want to analyze include: Lead Source Analysis Which lead sources are generating the best opportunities and closed business? How are leads from different sources progressing through our sales process? How does performance vary by company/account type? Deal Age & Sales Cycle Analysis How long are deals spending in different stages? Where are opportunities getting stuck? How does deal velocity vary by lead source, company type, or sales rep? How are outbound-generated opportunities maturing over time? Sales Rep / Individual Contributor Analysis Performance by salesperson Pipeline creation and progression Conversion rates Deal velocity / age Closed business and other relevant performance metrics Outbound Sales Analysis Understand how our outbound efforts mature through the sales funnel Evaluate which sources, prospect/company types, and sales reps are producing the strongest results Identify trends that can help us improve our outbound strategy over time About Our Environment We’re a relatively small sales organization with up to three salespeople, so this is not an enterprise-scale reporting project with massive amounts of data. We believe the underlying data in HubSpot is sound. The primary need is someone with strong HubSpot reporting expertise who can turn that data into reports that are both actionable today and reusable on an ongoing basis. We are specifically looking for someone who understands how to structure reporting inside HubSpot—not simply someone who can export data to Excel or another BI platform. Engagement Structure We would like to start with an initial scoping/review session where we can: Walk you through our existing HubSpot instance and data structure. Explain the business questions we want the reports to answer. Get your recommendations on the best way to structure the reporting. Agree on the specific reports/dashboards to be delivered. Following that review, we’re looking to establish a fixed project fee for the agreed-upon scope. Ideal Candidate You should have demonstrated experience with: Advanced HubSpot reporting and custom report builder Sales pipeline and funnel reporting Lead source / attribution analysis Deal stage and sales-cycle analysis Sales rep performance reporting HubSpot properties, lifecycle stages, deal stages, and associations Building dashboards that business users can continue using after the engagement Experience working with B2B sales organizations, outbound sales teams, or marketing agencies is a plus. When Applying Please include: A brief description of your experience building advanced reports in HubSpot Examples of similar sales/pipeline reporting projects you’ve completed Your experience with HubSpot’s custom report builder How you would typically approach the initial discovery/scoping process Your availability for an initial screen-share and project review Please start your proposal with the word “HubSpot” so we know you read the full project description. We’re looking for someone who can quickly understand our existing setup, recommend the right reporting structure, build it correctly, and leave us with dashboards we can continue using as our sales operation grows.