Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Pipeline, Conversion, Forecast
Classic deal health plus the context HubSpot cannot show on its own — call attribution, ad spend, downstream outcomes.
Call to Deal Attribution
Which inbound calls became deals. Join your phone system to HubSpot and see which campaigns actually produced revenue, not just activity.
Ad Spend to Revenue
Google, Meta, Bing, TikTok. Rolled up by campaign and matched to HubSpot closed-won.
Missed Call Follow-Up Status
Match inbound calls to HubSpot contacts and deals, then match outbound follow-up to see where leads are being dropped.
Operational Views Beyond HubSpot
Operations managers and leadership who need the numbers but should not need a HubSpot seat still get the view they need.
Per-Team + Per-Brand Rollups
If your HubSpot portal runs multiple business units or brands, every team sees their own slice.
HubSpot reporting examples
Example screens. The callback queue is illustrative; the heatmaps are from a dashboard we built.
Know who is calling before you call back
Callbacks owed, with each caller matched to their HubSpot status, so a qualified caller is not treated the same as an unqualified one.
- Each caller matched to their CRM status
- Qualified callers stand out from new ones
- Open the call record in one click
Where the missed calls pile up
Missed calls by hour and day, with totals, so the hours that need more coverage stand out.
- Missed inbound calls only
- Darker red means more missed calls
- Totals for every day and every hour
When callers go unanswered
Percent of inbound calls missed by hour and day: green is good, red is bad, and the worst hour is called out.
- Green under 10%, red at 40% and up
- The worst hour named at the top
- Hours with fewer than 5 calls are greyed out
Call us. Watch yourself appear in queue.
A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.
- — The live widget polls your call system every 6 seconds
- — Caller numbers are masked to the last 4 digits
- — Perfect for a wall-mounted TV in the call center
- — Pair it with any of our standard dashboards
HubSpot reporting for the people outside HubSpot
The numbers are in HubSpot. The people who need them often are not.
No HubSpot seat needed
Owners, operations managers, and directors see the pipeline and the numbers that matter without a HubSpot login.
Calls matched to contacts and deals
Each inbound call tied to the HubSpot record it belongs to, so you can see which calls and campaigns became revenue.
Callback queues with HubSpot status
Missed callers broken out by who they are in HubSpot: new, repeat, already qualified, or unqualified.
Ad spend to closed-won
Spend by campaign matched to the deals HubSpot marks as won, not just to clicks or form fills.
Per-team and per-brand views
If your HubSpot portal runs several business units or brands, each team sees its own slice.
On a wall or a second screen
Dashboards sized for a TV on the floor or a second monitor, which the HubSpot interface was never meant for.
HubSpot integrations, built for reporting
We are a reporting company. We connect HubSpot to your other systems so your reports can answer bigger questions.
CallRail + HubSpot
Match CallRail calls to HubSpot records, by source and by campaign.
CallTrackingMetrics + HubSpot
The same call-to-deal reporting on CallTrackingMetrics, plus the live queue and callback queues.
Google Ads + HubSpot
Campaign, ad group, keyword, and device tracked through to the deals that closed.
Meta Ads + HubSpot
Campaign, ad set, ad, and placement (Instagram vs. Facebook) tracked through to HubSpot deals.
Slack or Microsoft Teams + HubSpot
Alerts and summaries sent to the channel your team already watches.
From HubSpot access to live reporting
1. Discovery call
We map your HubSpot setup, your other systems, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your dashboard on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes, and missed call alerts are near instant. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.