ReportingBee

Integration guide

HubSpot pipeline numbers inside the client report

Link the HubSpot account once, pick each client's portal, and pull live CRM metrics — new contacts, deals, pipeline and won revenue — into the same branded report as their marketing data.

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From £9.99/month · Agency £49/month

What you can report on

New contacts
Contacts created in the period — the top-of-funnel measure that connects marketing activity to CRM growth.
Deals & pipeline
Deals created and their value by stage, so the report shows what marketing fed into the pipeline.
Won deals & revenue
Closed-won counts and revenue — the bottom-line answer to 'what did the marketing actually produce?'

OAuth once, portal per client

HubSpot connects through OAuth and ReportingBee lists the portals your account can reach. Pick the right portal per client and the connection stays alive with automatic token refreshes — no monthly re-authentication or pasted export files.

The ReportingBee reports list showing reports across multiple clients
ReportingBee reports list. Sample client data.

Closing the loop between marketing and sales

Traffic and conversion stats tell half the story. With HubSpot in the same report, you can follow the chain from sessions and leads through to deals created and revenue won — the part of the funnel clients care about most and the hardest to show from analytics alone.

The ReportingBee KPI targets screen with goals tracked per client
ReportingBee KPI targets. Sample client data.

Deal-stage breakdowns

Table and chart widgets break deals out by pipeline stage, so the report can show where opportunities sit — not just how many were created. Pair it with the lead-gen numbers from GA4 or ads to narrate velocity through the funnel.

How it works

  1. 01

    Connect HubSpot

    Run HubSpot OAuth from the client's Integrations tab and grant ReportingBee read access to CRM data.

  2. 02

    Select the portal

    Choose the client's HubSpot portal from the list — one portal per client keeps contacts and deals separated.

  3. 03

    Add CRM widgets

    Drop contact, deal and revenue widgets into the report's pipeline section with commentary on what moved.

Simple, capped pricing

£9.99/month starter

First client included, then £3.99/month per extra client, capped at ten slots (£45.90/month).

£49/month agency

Flat monthly price with unlimited clients.

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Frequently asked questions

Is HubSpot data pulled live?

Yes — contacts, deals, pipeline value and won revenue come from the HubSpot API on each report refresh.

Can I report on a specific pipeline?

Deal widgets break down by stage; the metrics reflect the portal's pipelines as configured in HubSpot.

How much does ReportingBee cost?

Starter is £9.99/month for your first client and £3.99/month for each extra client, capped at ten client slots (£45.90/month). The Agency plan is £49/month flat with unlimited clients.

Keep exploring

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Build the deliverable once — your branding, your commentary, their numbers — then let it become the reusable monthly report clients expect by name.

Marketing Reporting Dashboard

Sessions, spend, conversions and rates across every channel on one screen — a working overview for channel owners, not a vanity wall.

Google Analytics 4 Integration

Sign in with Google once, choose each client's GA4 property, and ReportingBee turns sessions, channels and conversions into widgets your clients actually read.

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