Budget: 1500 EUR Deadline: 20 days
Hello! I am the project manager of Business Atlas.
We specialize in business process architecture and CRM setup, so we are ready to implement this task within the standard functionality of the platform.
What you will receive as a result:
• Customized Sales dashboards: Visualization of pipeline volume, lead sources, and automatic calculation of conversion rates between funnel stages.
• Audit of current logic: Checking the correctness of field entries to ensure that data for metrics is collected automatically without errors.
• Customer Success analytics: We will analyze the metrics tab and implement measurable ones in HubSpot (for example, customer lifetime or post-deal activity) and provide recommendations for the rest.
• Standalone system: All reports will operate within HubSpot without the use of third-party services, ensuring data stability and security.
Message me privately — we will finalize the technical specifications, review your metrics table, and discuss access to the portal for the audit.