HubSpot CRM Dashboard | BKY Data Consulting

1 The Problem

Where Your Data Lives Today

Your sales data is trapped inside HubSpot. You export CSVs, build one-off reports, and still can't answer basic questions like "What's our true cost per SQL?"

HubSpot — Contacts Export (contacts_may2026.csv)

Name	Email	Lifecycle	Owner	Last Activity	Deal Amt
John Smith	john@acme.co	MQL	Sarah K.	2026-05-14	--
Lisa Chen	lchen@bigcorp.io	lead	unassigned	2025-11-02	$8,500
Mike Johnson	mike.j@startup.com	SQL	Tom R.	2026-05-21	$22,000
Amy Torres	INVALID	subscriber	unassigned	--	--
David Park	dpark@enterprise.com	Customer	Sarah K.	2026-05-27	$45,000
(no name)	info@random.net	--	unassigned	2024-08-15	--

Inconsistent lifecycle stages: "MQL" vs "lead" vs "subscriber"

40% of contacts have no owner assigned — leads are falling through cracks

HubSpot — Reports Dashboard

Report Name	Created	Type	Owner
Pipeline Q1 FINAL	Jan 2026	Funnel	Sarah K.
Pipeline Q1 FINAL v2	Feb 2026	Funnel	Sarah K.
Leads by source (old)	Aug 2024	Bar	deleted user
Tom's deal tracker	Mar 2026	Table	Tom R.
MQL count (DO NOT EDIT)	Nov 2025	KPI	Sarah K.

Duplicate reports, no single source of truth for pipeline metrics

Reports owned by people who left the company

2 Our Solution

What We Build

We connect HubSpot to a real data warehouse, clean and model your data, then deliver a live dashboard that updates automatically.

HubSpot CRM Contacts, Deals, Activities

ETL Pipeline Extract, Clean, Model

BigQuery Cloud Data Warehouse

Looker Studio Live Dashboard

Extract

Pull contacts, deals, and activities from HubSpot API daily

Transform

Standardize lifecycle stages, deduplicate contacts, calculate lead scores

Warehouse

Store clean, modeled data in BigQuery with full history

Visualize

Auto-updating dashboard your team checks every morning

3 The Result

What You Get

A clean, automated CRM dashboard that turns your HubSpot data into decisions. Updated daily, no manual exports.

Live Dashboard

This is what your team sees every day — a live, interactive Looker Studio report. Use the page menu to explore Pipeline Overview, Deal Stages, Monthly Trends, and more.