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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Native HubSpot reporting falls short for client-facing deliverables because it prioritizes internal team functionality over external client communication needs. Fundamental design limitations prevent the professional presentation, custom branding, and contextual explanations that clients expect.
Here’s how to transform HubSpot data into professional client deliverables that justify premium service fees.
Create professional client reports using Coefficient
Coefficient transforms raw HubSpot data into polished client deliverables with branded formatting, executive summaries, and contextual explanations that HubSpot dashboards cannot provide.
How to make it work
Step 1. Address presentation quality limitations.
Import HubSpot data into Google Sheets or Excel where you can apply custom branding, professional formatting, and cohesive narrative structure. Create executive summaries and contextual explanations that guide client understanding.
Step 2. Eliminate technical accessibility barriers.
Present data in familiar spreadsheet environments that don’t require CRM training. Translate technical field names into business language and add guided explanations for complex metrics.
Step 3. Enable advanced data analysis.
Perform sophisticated calculations like customer lifetime value trends, attribution modeling, and ROI analysis that HubSpot’s report builder cannot handle. Combine HubSpot data with other business intelligence sources for comprehensive insights.
Step 4. Build narrative-driven reports.
Structure reports to tell a story, starting with key insights and drilling down to supporting data. Include comment sections for explaining trends, highlighting specific insights, and providing actionable recommendations.
Step 5. Create flexible delivery formats.
Generate professional PDF exports, interactive spreadsheets, or presentation-ready visuals that work in client meetings and board presentations. Enable offline review capabilities with maintained formatting.
Step 6. Add multi-source integration capabilities.
Combine HubSpot CRM data with website analytics, advertising performance, and other business metrics for comprehensive performance reporting that’s impossible with native dashboards alone.
Deliver reports that justify premium pricing
Professional client deliverables enable agencies to demonstrate sophisticated analysis capabilities while ensuring clients can easily understand and act on insights provided. This approach supports higher service fees through improved perceived value. Start creating professional client reports today.
