Reporting Module

The Reporting module audits your HubSpot dashboards and reports for coverage gaps, accuracy issues, and best practice violations.

What it checks

The module runs 15 checks (RP-01 through RP-10) covering:

• Dashboard coverage — Are key metrics represented across your dashboards?
• Stale reports — Reports that haven't been viewed or updated recently
• Broken report filters — Reports filtering on deleted or renamed properties
• Missing attribution reports — Gaps in marketing and sales attribution
• Duplicate reports — Multiple reports showing the same data
• Unshared dashboards — Dashboards visible only to their creator

Common findings

• Key metrics missing from dashboards — Teams flying blind on important KPIs
• Reports not viewed in 90+ days — Cluttering the reports library
• Reports using deleted properties as filters — Showing inaccurate or no data
• Dashboards not shared with relevant teams — Siloed visibility

Why it matters

Reports and dashboards are how your team makes decisions. When reports are broken, stale, or missing, decision-makers either use bad data or stop trusting the data entirely. Both outcomes hurt revenue.