What metrics should agencies track in a HubSpot report?

Agencies track metrics that bridge marketing and sales performance. Essential data points include Contacts by Source, New Leads, Email Opens, Click‑Through Rates, Form Submissions, Deal Revenue, Closed Won Amount, and Contact‑to‑Customer Conversion Rate. With over 85 other data platform integrations, these metrics appear alongside marketing, CRM, and email campaign data to give a full picture of client funnel effectiveness.

How do you create a custom HubSpot report?

To build a custom HubSpot report, start with a blank canvas or use a HubSpot dashboard template. Agencies drag-and-drop widgets for metrics like Email Opens, Deal Revenue, Contact Conversion Rates, and Submission Rates. Contextual notes help explain seasonality or campaign shifts. For deeper context, data can be combined with other integrations—like Google Analytics or paid media—to show full-funnel performance.

Can HubSpot client reporting be automated?

Yes, HubSpot reporting is fully automated within AgencyAnalytics. Agencies schedule reports to send daily, weekly, or monthly—eliminating manual effort. HubSpot data syncs on a regular cadence, keeping performance metrics up to date without constant oversight. This automation ensures consistent, accurate updates across all client accounts.

How do you white label HubSpot reports?

White labeling HubSpot reports involves adding agency branding—logo, colors, personalized domain—to both dashboards and reports. On select AgencyAnalytics plans, clients logging into a branded hub or receiving scheduled reports see only your agency's identity—not platform branding.

How do agencies report on HubSpot metrics across multiple clients?

Agencies replicate custom dashboards for each client and build roll-up views to monitor performance at scale. Every client dashboard tracks key KPIs—like New Leads, Deal Revenue, and Email Engagement—while a centralized dashboard surfaces portfolio-wide trends for oversight and optimization.

IntegrationsHubSpot

HubSpot Reporting Integration

Item: AgencyAnalytics
Rating: 5
Author: Michelle van Blerck

Track your client’s marketing, sales, and lead data with the HubSpot reporting integration. No more jumping between platforms! Manage everything from a single dashboard to save time and deliver better results for your clients.

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A screenshot of the Hubspot integration on AgencyAnalytics

Bring HubSpot analytics into focus

Transform complex metrics into clear, client-friendly HubSpot reports that reveal what's working and where to improve.

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HubSpot Analytics

Monitor trends, highlight conversions, & report on website engagement

HubSpot CRM Data

All of your clients' HubSpot contacts shown by type, source, & across time

HubSpot Email Campaigns

Optimize campaigns, & showcase your agency's mailing list growth & outreach work

All-In-One Agency Solution

HubSpot plus 50+ integrations, automated reports, unlimited users, & powerful agency tools

The All-In-One Solution for Agencies Using HubSpot

HubSpot Is Just The Beginning

Need a one-stop agency reporting solution? AgencyAnalytics puts HubSpot data alongside powerful SEO tools, and integrates with all of your other digital marketing channels. Save time, impress clients, and handle all of your reporting and daily workflow in a single white labeled platform.

Explore the Marketing Report Template

Explore the Marketing Report Template

Metrics Explorer

Explore All Available HubSpot Metrics

See all the metrics you can easily add to your client reports and marketing dashboards

Amount
Bounce Rate
Clickthrough Per View
Closed Amount
Companies
Completions
Completions And Unenrolls
Contact Submissions
Contact To Customer Rate
Contacts
CTA Clicks
CTA Rate
CTA Views
Customer Conversion Rate
Customers
Date
Deals
Entrances
Evangelists
Exit Rate
Exits
Forecast Amount
Installs
Interactions
Leads
Leads Per View
New Visitor Session Rate
Non Contact Submissions
Opportunities
Opportunitys
Page Views
Pageviews Per Session
Projected Amount
Returning Visits
Session To Contact Rate
Submissions
Submissions Per Clickthrough
Submissions Per View
Subscribers
Time On Page
Time Per Session
View To Contact Rate
View To Customer Rate
View To Submission Rate
Views
Visibles
Visitors
Visits

Custom white labelled reports shown on a phone and tablet

Custom Drag-And-Drop Dashboards For Agencies

Live HubSpot Dashboards

Monitor all of your agency's marketing and SEO work the easy way with AgencyAnalytics. Browse live HubSpot dashboards, and switch between clients in seconds. Give your entire team access, and let clients log in for their own updates. You'll have full control over what each user can see.

Highly Customizable & Super Fast Client Reports

Powerful HubSpot Reporting

Our report builder will save your time and impress your clients. Build HubSpot reports in an instant, add data from any other integration, then automatically send them daily, weekly, monthly, or quarterly. Customize each page in a feature-packed editor, and add notes, images, or custom data.

HubSpot Contacts in Reports & Dashboards

Detailed HubSpot CRM Data

HubSpot CRM data at your fingertips. Pull in all contacts and lifecycle stages. Keep track of leads, customers, and opportunities, with contacts shown by source and across time. Clients can access their full contact list, and your agency can highlight exactly how you're growing their customer base.

Report On HubSpot Analytics Like Never Before

HubSpot Web Analytics

Present web traffic data that makes intuitive sense to clients. Our HubSpot dashboards give you full control over how you share traffic, engagements, all-important conversion rates, and more! Customize everything your clients see, and give your team access to deep HubSpot traffic analytics.

Showcase Your Agency's Email Outreach

HubSpot Email Reporting

Running HubSpot email campaigns? We've got you covered. Monitor and share email engagements, open and click rates, bounces, delivery confirmations, and a lot more. We help you report all of your agency's email work to clients.

HubSpot is just one part of your clients’ marketing ecosystem. Bring in data from over 85 channels to build a complete view of each client’s performance.

Create custom dashboards using a drag-and-drop editor that simplifies complex HubSpot metrics and pairs them with insights from email, PPC, social, and more. Skip the platform hopping and give clients a clear, consolidated snapshot of their marketing results.

Browse Integrations

Put your agency's branding front-and-center on all dashboards and reports. Fully white label our platform for clients, to show your agency's logo and color scheme. Clients can log in from your agency's website, and can receive automated email reports from your agency's domain.

Add Your Agency's Branding

A holistic platform designed specifically for SEO and digital marketing agencies. Unlimited reports, unlimited users, a full suite of agency tools, and 85+ integrations. Everything wrapped in an intuitive white label interface that puts your agency first. Gain time, impress clients, save money, and level up your agency today.

Access Permission Options

A sample of third-party marketing platform integrations that are on the AgencyAnalytics client reporting software

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

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Turn complex metrics into visual insights clients understand. With data pulled from 85+ marketing platforms, you’ll build dashboards and reports that spotlight trends, surface wins, and connect every campaign to a clear goal.

Avoid the clunky BI tools—this is visualization made for agencies and built for client clarity.

Visualize Client Success

Give your clients always-on access to their data with fully branded client portals. Strengthen trust, reduce back-and-forth, and let clients track performance in real time—all from one streamlined hub built for marketing agencies.

Make reporting more collaborative, communication more efficient, and client relationships stronger than ever.

Offer Custom Client Portals

Show clients the real-world impact of your local SEO. The BrightLocal integration pulls location-based rankings, reviews, and citation data directly into AgencyAnalytics—so you can turn every metric into a meaningful insight.

Automate local SEO reporting, monitor reputation in real time, and build white-labeled dashboards that show progress clients care about. No more digging through tools. Just clear, actionable proof you’re helping them win their market.

Create Custom Marketing Dashboards

Examples of marketing data visualizations

FAQs About HubSpot Reporting for Marketing Agencies

No more juggling tools to track campaign performance—these FAQs walk through which HubSpot metrics drive real results, how to build client‑ready dashboards, automate reporting, and scale insights across all accounts.

Agencies track metrics that bridge marketing and sales performance. Essential data points include Contacts by Source, New Leads, Email Opens, Click‑Through Rates, Form Submissions, Deal Revenue, Closed Won Amount, and Contact‑to‑Customer Conversion Rate. With over 85 other data platform integrations, these metrics appear alongside marketing, CRM, and email campaign data to give a full picture of client funnel effectiveness.
To build a custom HubSpot report, start with a blank canvas or use a HubSpot dashboard template. Agencies drag-and-drop widgets for metrics like Email Opens, Deal Revenue, Contact Conversion Rates, and Submission Rates. Contextual notes help explain seasonality or campaign shifts. For deeper context, data can be combined with other integrations—like Google Analytics or paid media—to show full-funnel performance.
Yes, HubSpot reporting is fully automated within AgencyAnalytics. Agencies schedule reports to send daily, weekly, or monthly—eliminating manual effort. HubSpot data syncs on a regular cadence, keeping performance metrics up to date without constant oversight. This automation ensures consistent, accurate updates across all client accounts.
White labeling HubSpot reports involves adding agency branding—logo, colors, personalized domain—to both dashboards and reports. On select AgencyAnalytics plans, clients logging into a branded hub or receiving scheduled reports see only your agency's identity—not platform branding.
Agencies replicate custom dashboards for each client and build roll-up views to monitor performance at scale. Every client dashboard tracks key KPIs—like New Leads, Deal Revenue, and Email Engagement—while a centralized dashboard surfaces portfolio-wide trends for oversight and optimization.