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HubSpot Reporting & Attribution for Real Estate and B2B Teams

Know which marketing leads to revenue.

Dashboards and attribution that connect marketing activity to pipeline and closed business, built on the data your team already enters.
Speak to a GeekSee what is included
Price
Custom quote
Typical timeline
4 to 6 weeks
Best for
Leaders who want to trust their numbers
You get
Dashboards leadership reads every month

The short answer

What does Geekly's reporting and attribution work include?

Geekly builds HubSpot dashboards and attribution that connect marketing activity to pipeline and closed business. We agree on the decisions your reports need to support, clean up the properties and sources behind them, track lead sources and campaigns from first click to sale, and build executive and team dashboards with a regular review. We work with real estate, housing and PropTech companies, and with B2B teams. Most projects take 4 to 6 weeks.

What it is

Three questions before any dashboard

We start by agreeing on what leadership needs to decide and how often. Then we build the reports that answer those questions with data your team can trust.

Warning signs

When every meeting starts with whose numbers are right

A report should settle the question.

Most teams we meet have plenty of data and very little agreement. Reports take hours to assemble, marketing and sales count differently and nobody can say which campaigns brought in customers. These are the patterns that tell us reporting needs a rebuild.

Speak to a Geek about reporting

  • Reports built by hand

    Someone spends hours each month exporting data into spreadsheets, and the numbers are out of date by the time leadership sees them.

  • Two teams, two totals

    Marketing and sales report different lead counts and revenue for the same month, and nobody can explain the gap.

  • Sources marked unknown

    Many contacts show no source, or the wrong one, so credit goes to whichever channel is easiest to see.

  • No line from spend to revenue

    You know what each channel costs, but not which ones produce customers, so budget decisions rely on habit.

What is included

Reports that support decisions

  • Reporting goals

    We agree on the decisions your reports need to support, who reads them and how often, before building anything.

  • Data clean-up

    Properties, lifecycle stages and source fields fixed so the same question gets the same answer in every report.

  • Attribution setup

    Lead sources, campaigns and touchpoints tracked from first click to closed deal, using attribution models that fit your sales cycle.

  • Executive dashboards

    Pipeline, conversion, revenue and cost per customer in one view, built for a monthly leadership conversation.

  • Team dashboards

    The numbers marketing, sales and service act on each week, with views each person can filter to their own work.

  • Regular reviews

    A scheduled walkthrough of what the data says, what changed and what to do about it.

How it works

From scattered reports to numbers you trust

Every dashboard answers a question someone asked.

Reporting projects go wrong when they start with charts. We start with the decisions leadership makes, check the data behind them, then build and review the reports together.

  1. Set the goal

    We agree on the decisions leadership makes, the questions behind them and how often they need answers.

  2. Check the data

    We trace where each number comes from, where sources disagree and what needs fixing first.

  3. Clean up and track

    We fix properties and sources, and set up attribution so new data comes in clean.

  4. Build the reports

    Executive and team dashboards in HubSpot, built on the definitions your teams agreed to.

  5. Review together

    We walk through the numbers with your team, refine what is unclear and set a regular review.

By industry

Reporting on the numbers your market watches

A property manager tracks doors added. A PropTech company tracks demos and revenue. A builder tracks interest lists and contracts by community. Here is where reporting tends to focus for each audience we serve.

Is this right for you?

A good fit if the numbers do not match

Good fit

  • Reports take hours to assemble
  • Marketing and sales report different results
  • You want to know your cost per customer
  • Leadership asks which marketing works and nobody can answer
  • Many contacts have no source or the wrong one

Better to wait

“It is rare you find a consultant who communicates as well and follows through. Very happy with the process and outcome.”
Tim Shoultz, SMARTCAP, Inc.

Other ways we can help

Pair reporting with the systems behind it

Frequently asked questions

Questions about Reporting & Attribution

What does reporting and attribution include?

Reporting goals, data clean-up, attribution setup, executive and team dashboards in HubSpot, and a regular review of what the numbers say.

What is marketing attribution?

A way of giving credit to the channels and campaigns that led to a lead, deal or customer. It shows which marketing brings in revenue, so budget follows results.

Can you report on offline results?

Yes, when the activity is entered in HubSpot or a connected system.

Which numbers do you recommend?

The ones tied to your goal. We agree on them at the start.

Who maintains the dashboards?

Your team, or Geekly through HubSpot Optimization & Admin.

How long does it take?

Most projects take 4 to 6 weeks. A large data cleanup can add time. We confirm the timeline when we set the scope.

How much does it cost?

Every project is quoted to your scope, based on the number of dashboards, the attribution setup and how much data needs cleanup. We share an estimate after a discovery call.

Which HubSpot subscription do we need?

Basic dashboards work on most plans. Custom reports and multi-touch attribution need a Professional or Enterprise subscription. We confirm what your account supports before we scope the work.

What do you need from us?

Time with the leaders who use the reports, access to HubSpot and your other data sources, and someone to approve definitions. Most clients spend one to two hours a week.

Speak to a Geek

Ready for numbers you trust?

Tell us what your leadership needs to decide. We will show you where we would start.