Hubspot Reporting

Name: Hubspot Reporting
Author: Growth-Today

ASecurity

HubSpot reporting and dashboards. Use for building RevOps dashboards, the custom report builder (single/cross-object/funnel/attribution/cohort), attribution reporting, funnel and cohort analysis, SLA/KPI dashboards, and cleaning up stale dashboards. Triggers on "hubspot reporting", "dashboards", "custom report", "report builder", "attribution", "funnel report", "cohort report", "SLA dashboard", "KPI dashboard", "pipeline report", "cleanup dashboards". Do NOT use for building the underlying pi...

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Added September 5, 2026

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SKILL.md

---
name: hubspot-reporting
description: HubSpot reporting and dashboards. Use for building RevOps dashboards, the custom report builder (single/cross-object/funnel/attribution/cohort), attribution reporting, funnel and cohort analysis, SLA/KPI dashboards, and cleaning up stale dashboards. Triggers on "hubspot reporting", "dashboards", "custom report", "report builder", "attribution", "funnel report", "cohort report", "SLA dashboard", "KPI dashboard", "pipeline report", "cleanup dashboards". Do NOT use for building the underlying pipeline (use hubspot-pipelines-deals) or lead scoring models (use hubspot-segmentation).
---

# HubSpot Reporting & Dashboards

Turn clean CRM data into decision-ready views. Read the relevant playbook in full before acting.

| Need | Playbook |
|---|---|
| Clean up stale dashboards | `{SKILL_BASE}/playbooks/cleanup-dashboards/playbook.md` |
| Core RevOps dashboards | `{SKILL_BASE}/playbooks/revops-core-dashboards/playbook.md` |
| Use the custom report builder | `{SKILL_BASE}/playbooks/custom-report-builder-guide/playbook.md` |
| Attribution reporting | `{SKILL_BASE}/playbooks/attribution-reporting-setup/playbook.md` |
| Funnel & cohort reports | `{SKILL_BASE}/playbooks/funnel-cohort-reports/playbook.md` |
| SLA / KPI dashboards | `{SKILL_BASE}/playbooks/sla-kpi-dashboards/playbook.md` |

---

Part of **gt-hubspot-admin** · Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm · Maintained by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/) · More skills: https://www.growthtoday.co/claude-skills