HubSpot Dashboard
PSOhub Insights for HubSpot
Enhance your HubSpot experience with valuable business insights from PSOhub. PSOhub Insights offers clear, visual reports that combine data from both your projects and CRM, all seamlessly integrated within your HubSpot dashboard
"I also like that at a glance we are able to see if there are any factors that might impact projects and our availability to take on new ones."
Unified HubSpot Dashboard: CRM & Project Data Combined
Key Benefits of PSOhub Insights for HubSpot Users
Business Growth Visualization
Data is only useful if you can interpret it easily. PSOhub Insights allows you to see how your CRM and project data work together, presenting them in intuitive visuals. Tailor your reports and dashboards to meet your business needs, ensuring that the insights you care about most are always front and center.
Data-Driven Decisions on Your HubSpot Dashboard
Stay on top of revenue, profitability, and project outcomes with a customizable HubSpot dashboard. Choose from built-in reports or create custom reports based on the metrics that matter to you. By integrating CRM and project data, you can track which campaigns result in deals, which projects generate the most revenue, and much more—all within HubSpot.
Holistic Business Perspective
When your sales, project, and financial data aren't easy to integrate, it’s hard to get the full picture. PSOhub Insights enables you to view all relevant data in one place, giving you a holistic perspective on your business. This allows you to better plan and execute strategies that span sales, marketing, projects, and services.
Improved Efficiency
Maximize the power of your HubSpot investment with PSOhub Insights. No need for external reporting tools—this dashboard lets you see your team’s performance and project progress at a glance. Keep tabs on real-time metrics like profitability, time management, and resource allocation, all from within HubSpot.
Stronger Team Alignment
PSOhub Insights bridges the gap between sales, projects, and financial data, allowing for better coordination across teams. By analyzing all your data in one HubSpot dashboard, you can create more cohesive strategies and streamline service delivery.
Key Benefits of PSOhub Insights for HubSpot Users
HubSpot-Integrated Project Data
Automatically generated custom objects in HubSpot let you easily view your project data, such as actual margins and profitability. The project report summary highlights top metrics, with the option to dive deeper when needed.
Pre-Built Reports with Easy Instructions
PSOhub Insights offers out-of-the-box reports for professional services, complete with instructions to guide you through hours spent, project profitability, and more. Convert these reports into dashboards and easily share them with your team.
Customizable Reports
PSOhub Insights gives you limitless flexibility to create custom reports. Choose the data you want to analyze, the visuals to display, and even compare different reports on a single chart to track trends and changes over time.
Personalized HubSpot Dashboard for Projects
Tailor your HubSpot dashboard to track real-time data relevant to your business. With a two-way sync and frequent updates, you’ll have up-to-date insights to help drive your day-to-day decisions and long-term strategies.
Unlock the Full Potential of HubSpot with PSOhub Insights
By combining your HubSpot CRM data with project performance metrics, PSOhub Insights gives you a comprehensive view of your business. Make smarter decisions and gain new insights every time you use this powerful tool.
PSOhub Insights is available for free to all PSOhub users with HubSpot integration >
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