Why do two HubSpot reports show different numbers?
Almost always because of different filters, one counting contacts and the other deals, creation dates versus close dates, or multiple associations. It is solved by defining each number once.
Solve · Reports that reconcile
HubSpot reports that match reality.
We find why two dashboards show different numbers, organize the source of each deal and leave a dashboard your management uses without counting by hand.
- 3 to 5 key numbers
- Definition and source documented
- Fixed price
What we hear every week
Sound familiar?
One dashboard says 16 and another says 9.
You check deal by deal to confirm a number.
Visits from Google show up as "website".
A campaign shows deals from another brand.
One team went back to pulling reports from another tool.
Nobody knows whether the forecast is data or opinion.
How we work
What we do
- 01
We define the numbers
The 3 to 5 your management uses, each with a written definition.
- 02
We find why they disagree
Filters, objects, associations and dates: the origin of every difference.
- 03
We organize attribution
With HubSpot’s native original source and latest source properties.
- 04
We build the dashboard
By brand or business unit, documented with the source of every number.
What you take away
Every number with its definition, source and reconciliation
- The 3 to 5 key numbers reconciled against the records.
- Definition and source documented for each one.
- Attribution in order: you know which campaign brings deals.
- A dashboard by brand or unit that management uses without counting by hand.
One shared definition
Sales view
16Operations view
9Open deals closing this month, without duplicates.
Want to know if this applies to your case?
Book a 30-minute diagnostic30 minutes with Roberto. No demo and no access to your CRM.
Written guarantees
What we put in writing for this service
- Reconciles.
We check the numbers your management uses against the records, with definitions and sources documented.
- It’s yours.
Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.
We put them in writing because they are what we control.
What comes next
After the project
Reconciliation continues
Monthly in Dedicated HubSpot and quarterly in Managed HubSpot, in committee.
See operations plansFixed price
You know the total before starting. It is set after the diagnostic.
What is excluded
External BI and accounting reconciliation. If you need BI later, we tell you when it is worth it.
Start with evidence
The HubSpot Diagnostic leaves an inventory of reports and properties.
See the Diagnostic
Straight talk
What we promise and what depends on your team
We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.
What we do
- We design HubSpot so data entry is the minimum.
- We automate what is done by hand today and connect your systems.
- We solve problems with integrations, monitors and our own tools.
- We train your key users and leave everything documented and in your name.
- We give you a usage report per person so your management can require it.
What your management leads
- Everyday use of the CRM and the team’s routines.
- An internal owner with time to decide.
- What gets fixed first and what can wait.
- Requiring the records, with the usage report in hand.
We do not become your sales manager or your team leader. We give you everything you need so you can be.
People, not tickets
Who works with you
The same people know your portal. When your operation needs more, specialists join under our guidance.
Roberto Guerra
Founder & Revenue Architect
Designs the architecture and takes responsibility for your account.
Bruno Henríquez
Revenue Operations Lead
Implements and operates your portal’s workflows.
Jesús Ruiz
Revenue Operations specialist
Organizes data, reports and integrations.
“Honestly, I found the reports easy; they are easy to create.”
Commercial lead
B2B professional services · Latin America
Straight answers
Frequently asked questions
Original source or latest source?
The original source says how someone first arrived and never changes; the latest source says what brought them back. To measure investment you use both.
Do I need a BI tool?
First we put HubSpot in order. If you need BI afterwards, we tell you when it is worth it and which number should come from where.
How long does it take?
Between 2 and 6 weeks, depending on how many numbers, brands and data sources need review.
How much does it cost?
A fixed price after the diagnostic: you know the total before starting. The 10-hour HubSpot Diagnostic costs 30 UF plus VAT.
What happens to the reports after the project?
Reconciliation continues in your operations plan: monthly in Dedicated HubSpot and quarterly in Managed HubSpot. The dashboard stays documented and in your name.
Let’s talk
Tell us what is failing
Three answers and your details. We will contact you to arrange the 30-minute diagnostic.
- We review one concrete problem and its impact.
- We tell you which family fits: Start, Solve or Operate.
- If there is a fit, we agree on the next step.
Roberto GuerraFounder and Revenue Architect · accountable for your account
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