LIVE DEMO START TRIAL
LIVE DEMO SIGN UP
LIVE DEMO START TRIAL
HubSpot Dashboard

PSOhub Insights for HubSpot

Boost your HubSpot ROI with essential business insights from PSOhub. PSOhub Insights visualizes data from your projects and your CRM with simple, fantastic reports. All within HubSpot. 

GIVE IT A FREE TRY BOOK A LIVE DEMO

users-love-us-4fca521cb6d80c30d02e3df6bd0013f5395fb3ae22e81b3e3608e258d8feba63 ProjectManagement_HighPerformer_HighPerformer ProfessionalServicesAutomation_BestSupport_QualityOfSupport[1]

 


"PSO Hub provides our team with a great way to collaborate and keep tabs on existing projects, while being able to plan ahead for our clients."

Project report
Project report

Combine CRM and project data in one powerful HubSpot dashboard

PSOhub Insights combines your project data with your CRM data in this watershed reporting tool designed with service businesses in mind. Track your progress with up-to-the-minute visuals about the financial health of your business from both the sales and project sides. Without leaving HubSpot. 

GIVE IT A FREE TRY

How PSOhub Insights Empowers HubSpot Businesses

Visualize your business growth

Data is great, but without putting it together in a way you can understand, it’s useless. PSOhub Insights lets you see how your CRM and project data tell a story with powerful visuals you can grasp instantly. Reports and dashboards can be customized to your heart’s content to fit the daily needs of your business. This means the data-driven insights you care about are always front and center.

HubSpot dashboard
Hubspot dashboard

Data-driven decision making

Keep your eyes on revenue and profitability with your own customized dashboard, featuring the reporting you want to see in real time. Project managers and owners can use built-in reports with instructions or custom reports with the metrics they need. Reports include both CRM and project data, so you can pinpoint which campaigns lead to which deals and which projects, and which projects generate the most revenue.

Holistic perspective

When your sales, project, and financial data can’t be easily pulled together and analyzed, you can’t get a holistic perspective. PSOhub Insights lets you easily interpret all this interdependent data in one place, helping you to plan and execute broader strategies. Leverage a more holistic approach to managing a service business, bridging the gaps between sales, marketing, projects, and service.

Hubspot dashboard
Hubspot dashboard

Better efficiency

You’re already invested in HubSpot; why not get more out of it? No need to bring in a third-party reporting tool to see how your teams are running and how your projects are faring. Get a better view of the entire pie while maximizing the potential of HubSpot. Real-time metrics related to your profitability, resource spending, time management, and more are constantly within view.

Better alignment across teams

When your sales, project, and financial data can’t be easily pulled together and analyzed, you can’t get a holistic perspective. PSOhub Insights lets you easily interpret all this interdependent data in one place, helping you to plan and execute broader strategies. Leverage a more holistic approach to managing a service business, bridging the gaps between sales, marketing, projects, and service.

Hubspot dashboard

Use PSOhub Insights to Visualize Your Most Important Metrics

online-analytics

See your project data in HubSpot

Automatically generated custom objects in HubSpot let you see all your most important project data, i.e. actual margin, actual profitability, etc. Use the handy project report summary to see the top metrics tracked in each report and drill down into the details when you want.

HubSpot dashboard

Built-in reports with instructions

Create visualized data in HubSpot with out-of-box reports for professional services. Easy instructions help you get the most from your reporting on hours spent, project profitability, and much more. Leave it as a report or make it a dashboard and give people access. It’s that easy.

HubSpot dashboard

Customized reports

The sky's the limit to what you want to analyze and report on. Create customized reports with ease in HubSpot and choose the visuals you want to display. Stack multiple reports on one chart to compare totals and identify changes.

HubSpot Dashboard

Customized project overview dashboard

Powerful visuals help you track progress with real-time data that matters to you. Customize your dashboard to fit your day-to-day needs, areas of focus, and long-term goals. All the data fills in from a two-way sync with two-minute running updates.

PSOHUB_Callout_28@2x

Get more out of HubSpot with PSOhub Insights

Seamlessly combining HubSpot data with project metrics gives PSOhub users a powerful edge. Make better decisions with live data in HubSpot and learn something new every time you use PSOhub Insights. 

PSOhub Insights is FREE for all PSOhub users with the HubSpot integration >

Trusted by companies in 30+ countries. Want to know why?

users-love-us-4fca521cb6d80c30d02e3df6bd0013f5395fb3ae22e81b3e3608e258d8feba63ProfessionalServicesAutomation_HighPerformer_HighPerformerProfessionalServicesAutomation_BestSupport_QualityOfSupport[1]ProfessionalServicesAutomation_EasiestSetup_EaseOfSetup

 

  "Excellent Project Management Software"        "Simple and effective"        "Simple, quick, efficient"      "Excellent integrated PSO for HubSpot users"      "All-in-one solution for businesses working with HubSpot"      "The system we've been looking for"      "A vital tool for our business"      "Incredible customer service" 

PSOHUB_G2_reviee@2

PSOhub-Insights. Perfect for your coffee break.

Read all insights →

How to Use the Capacity Utilization Formula for Project Management
capacity utilization formula
Project Management

How to Use the Capacity Utilization Formula for Project Management

Project management is an industry that’s been around since ancient times, and the …

December 3, 2024 6 min read
In Pursuit of Alignment: HubSpot 2024 State of Service Trends
HubSpot 2024 State of Service Trends
HubSpot

In Pursuit of Alignment: HubSpot 2024 State of Service Trends

HubSpot’s annual State of Service Trends Report features an in-depth look into wha…

November 18, 2024 5 min read
4 Hacks for Entry-Level Project Managers with a Growth Mindset
4 Hacks for Entry-Level Project Managers with a Growth Mindset
Project Management

4 Hacks for Entry-Level Project Managers with a Growth Mindset

As an entry-level project manager, you have to quickly get used to juggling multip…

November 16, 2024 5 min read