Hubz.

Visibility / Dashboard and available reports

CRM reports and sales dashboards

Review sales, customer relationships, support, operations and data quality through your existing records.

PRODUCT VIEW

See how it works.

An indicator alone only tells part of the story. Pipeline value, won work, an upcoming renewal and an overdue task answer different questions. Hubz dashboards and available reports show those areas in their own context. All plans include the available reports for enabled source modules, drawing on actual workspace records.

Hubz.Workspace / Reports and visibilityDK
EXPLORE THE PRODUCT

Reports and visibility

Sample view
Pipeline and revenue views24Sample data
Customer sources12Sample data
Task and activity visibility8Sample data
Reports and visibilitySample period
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Values are illustrative product examples, not actual results or performance claims.
01Choose the question
02Open the relevant view
03Return to the work
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

DETAILED FEATURE GUIDES

Explore the features in this module.

DashboardReview sales, risk, support, operations and customer indicators in clearly organized dashboard sections.Sales reportsReview won sales, pipeline, recurring revenue and quote reports alongside the relevant commercial records.Outreach and campaign reportsAssess email campaign results and event preparation through their respective data sources.CRM reportsReview contact status, last interaction, company associations and company segments from existing records.Support reportsAssess ticket status, resolution targets, survey scores and unresolved feedback together.Operations reportsReview task priorities and deadlines alongside workflow run matches, actions and errors.Data quality reportsReport missing contact and company fields and plan data correction work.CRM glossaryRead explanations and examples of MRR, ARR, Expansion MRR and upcoming renewals.

FROM NEED TO OUTCOME

Where this helps.

Collecting figures from separate spreadsheets before a meeting can mix dates and scopes. A total may be easy to show while the actual work and module behind it remain unclear.

WHAT YOU CAN WORK TOWARDS

Create a shared operational view. Review the state of sales, tasks and support work instead of presenting totals without context.

STEP BY STEP

How to use it.

  1. 01

    Choose the question

    Decide which decision to support. Open opportunities, won work, task load, support status and data quality require different interpretations.

  2. 02

    Open the relevant view

    Use the dashboard or available report area. Read enabled-module data with its relevant dates and scope.

  3. 03

    Return to the work

    Act on the relevant opportunity, customer or task after reviewing the data. Use reports to discuss the next action as well as prepare a presentation.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Reports and visibility
Sample period / records included

Pipeline and revenue views

Review open opportunities, won work and related revenue according to their different meanings. A possible sale is not an achieved outcome.

FOCUS 02▤
Reports and visibility
Sample period / records included

Customer sources

Review source information in existing customer-record views. Give the team a basis for discussing where new relationships came from.

FOCUS 03↗
Reports and visibility
Sample period / records included

Task and activity visibility

Review open, upcoming and overdue work within daily operations. Do not rely solely on a verbal meeting update to understand workload.

FOCUS 04◇
Reports and visibility
Sample period / records included

Support and data quality

Inspect open support work and missing CRM information. Keep the after-sales side of the customer experience visible.

FOCUS 05⌁
Reports and visibility
Sample period / records included

Module-linked reports

Use available reporting across sales, CRM, access, support, operations and data. Enabled source modules determine the report’s data scope.

IN EVERYDAY WORK

What it looks like in practice.

Founder

You want to avoid separate status meetings for sales, customer follow-up and open team work.

Read available indicators together to identify a more concrete area needing attention.

Operations manager

Overdue tasks and open support tickets matter alongside completed work.

Bring operational visibility beyond sales into daily planning.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Available report areas are included in all plans. Visible data depends on enabled source modules, the workspace and the user’s access permissions.

  • A custom report builder or unlimited business-intelligence platform is not promised.
  • Reporting works within record accuracy and the data provided by relevant external services.
Compare plans

YOUR QUESTIONS

About this feature.

01Are reports only available in higher plans?

No. All plans can access the available reports for their enabled source modules. Opening a report screen does not create data for a disabled marketing module.

02Does pipeline value mean collected payment?

No. Open opportunities, won work and revenue views have different meanings. Review the relevant records, dates and scope; accounting and collection remain separate processes.

03Can I design any report I want?

Hubz provides existing report areas. Custom reporting, data models or development needs are reviewed separately; the standard plan does not promise a general report-design tool.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Sales pipeline

Track potential work, the customer relationship and its sales stage in the same view.

02

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

03

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.