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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.”
Non-technical stakeholders struggle with HubSpot dashboards because they prioritize functionality over accessibility. Technical terminology, information overload, and lack of contextual explanations create barriers for executives who need insights without CRM training.
Here’s how to transform complex HubSpot data into stakeholder-friendly reports that anyone can understand.
Create accessible dashboards using Coefficient
Coefficient transforms HubSpot data into familiar spreadsheet formats with custom explanations and business-friendly language. Instead of technical CRM widgets, stakeholders get clear narratives with contextual guidance.
How to make it work
Step 1. Use familiar spreadsheet interfaces.
Import HubSpot data into Google Sheets or Excel – environments most stakeholders already understand. This eliminates the learning curve of navigating HubSpot’s complex interface.
Step 2. Add contextual explanations alongside data.
Include definitions, explanations, and business context directly next to metrics. Instead of showing “MQL to SQL conversion rate: 23.4%”, present “Marketing Qualified Lead Performance: 23 out of every 100 marketing leads become sales opportunities, representing a 15% improvement from last quarter.”
Step 3. Create executive summary sections.
Build dedicated summary areas with key takeaways written in business language rather than technical metrics. Start with high-level insights and drill down to supporting details in a logical narrative flow.
Step 4. Apply visual hierarchy and branding.
Use spreadsheet formatting to create clear information hierarchy, highlighting the most important metrics prominently. Maintain consistent company branding and professional formatting that matches stakeholder expectations.
Step 5. Structure reports to tell a story.
Organize data to guide stakeholders through insights logically. Start with performance highlights, explain what drove results, and conclude with actionable recommendations based on the data.
Make your data accessible to everyone
Stakeholder-friendly reporting transforms raw HubSpot data into digestible business intelligence that drives better decision-making across your organization. Start creating accessible reports today.
