BKY Data Consulting
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Built for your HubSpot setup

HubSpot Performance Overview

Your HubSpot contact and deal data -> clear insights on setup efficiency. Live demo on synthetic data.

Hi team — here's a working demo I built for your HubSpot setup; click anything, every number is live from the sample data below.

Total Active Deals
6
■ not yet closed
Open Pipeline Value
$33,000
▲ potential revenue
New Leads (Last 30 Days)
5
▲ fresh contacts
Data Completeness Score
85%
▲ key fields filled

Deals by Pipeline Stage

This shows where your deals are currently sitting in the sales process and their total value.

Contact Lifecycle Stages

Understand the distribution of your contacts across different stages, from new leads to customers.

What I'd do for you

✓
Streamline Your Workflows
Review and optimize your HubSpot workflows to save time and ensure consistency.
✓
Clean Up Your Data
Find and merge duplicate contacts, fix formatting, and fill in missing information.
✓
Optimize Custom Properties
Ensure your custom fields are set up correctly and used effectively for reporting.
✓
Enhance Reporting & Dashboards
Build meaningful reports in HubSpot so you can easily track your key metrics.
⚡ Plus, repetitive work I'd put on autopilot
Auto-update HubSpot properties from form submissions
HubSpot API · Zapier
Notify sales team of high-value leads
HubSpot Webhooks · Slack API · n8n
Sync HubSpot data to Google Sheets for ad-hoc analysis
HubSpot API · Google Sheets API · Python
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
HubSpot
Your live contacts, companies, deals, and custom properties.
→
Automation
HubSpot API · n8n / Zapier / Make · Python
Custom scripts and no-code tools for data cleanup and workflow automation.
→
Notifications
Slack / Email
Automated alerts for key events or data issues.
→
Output
HubSpot Dashboards · Google Sheets
Optimized HubSpot reports and external data views for specific needs.

Recent Deals & Contacts

Contact IDFirst NameLast NameLifecycle StageDeal NameDeal ValueDeal Stage
103CharlieBrownSQLProject X$5,000Discovery
104DianaPrinceCustomerProject Y$12,000Closed Won
106FrankWhiteSQLProject Z$8,000Proposal
107GraceKellyCustomerProject A$7,500Closed Won
109IvanDragoSQLProject B$3,000Qualification
111KellyClarksonCustomerProject C$9,000Closed Won
113MiaKhalifaSQLProject D$6,000Negotiation
114NoraJonesCustomerProject E$10,000Closed Won
116PeterPanSQLProject F$7,000Proposal
117QuinnFabrayCustomerProject G$8,500Closed Won
119SteveRogersSQLProject H$4,000Discovery
120TinaTurnerCustomerProject I$11,000Closed Won

Raw source data

View CSV Download CSV

dataset.csv — showing 12 of 20 rows. Everything above is computed from this file, untouched.

Contact IDFirst NameLast NameEmailLifecycle StageDeal NameDeal StageDeal ValueCreated DateLast Activity DateOwner
101AliceSmithalice.s@example.comLead2023-01-152023-01-15Sales Rep A
102BobJohnsonbob.j@example.comMQL2023-01-202023-01-25Sales Rep B
103CharlieBrowncharlie.b@example.comSQLProject XDiscovery50002023-02-012023-02-10Sales Rep A
104DianaPrincediana.p@example.comCustomerProject YClosed Won120002023-02-152023-03-01Sales Rep C
105EveAdamseve.a@example.comLead2023-03-012023-03-01Sales Rep B
106FrankWhitefrank.w@example.comSQLProject ZProposal80002023-03-052023-03-15Sales Rep A
107GraceKellygrace.k@example.comCustomerProject AClosed Won75002023-03-102023-03-20Sales Rep B
108HeidiKlumheidi.k@example.comLead2023-03-122023-03-12Sales Rep C
109IvanDragoivan.d@example.comSQLProject BQualification30002023-03-182023-03-22Sales Rep A
110JudyGarlandjudy.g@example.comMQL2023-03-202023-03-25Sales Rep B
111KellyClarksonkelly.c@example.comCustomerProject CClosed Won90002023-03-252023-04-01Sales Rep C
112LiamNeesonliam.n@example.comLead2023-04-012023-04-01Sales Rep A

Ready to optimize your HubSpot?

I can apply these tweaks and more to your live HubSpot in days.

bing@bkydataconsulting.com