Case study · Reporting
Problem
Marketing reporting lived in 24 HubSpot reports pointed at an old pipeline, so every deal in the new one was invisible to them. “Marketing influenced” included stages after signature, which overstated open pipeline by seven figures.
What I designed
One live dashboard, built outside HubSpot’s report builder. n8n pulls from the CRM on a webhook, a code step shapes the data, and HTML renders it. Tabs cover the week in review, GTM ROI by channel, the funnel, budget against spend, Lead Machine pool performance, the websites and The Governor. It later moved into the company’s internal OS, so the whole department sees one page.
Result
- Repointed all 24 reports and redefined “marketing influenced” as pre-signature only, catching a seven-figure pipeline overstatement before it reached leadership.
- Found the Lead Machine’s meetings tab undercounting by 94%, and fixed the join.
- 100+ commits since July. It rebuilds automatically after every deploy.