The numbers

Reports

Internal only. Never paste these links into a buyer email.

Each report pulls from its own system on a schedule. The CRM report is the working example; the others show where each source plugs in.

Live exampleIllustrative data

CRM pipeline report

Leads, meetings, qualified opportunities and wins each week, against target. Built for the Monday revenue meeting.

Source
HubSpot CRM
Cadence
Weekly, every Monday
Owner
Neil
Open the CRM report
Week of 21–27 Sep 2026Illustrative
32LeadsTarget 30
9First meetingsTarget 8
2WinsTarget 2
  1. Leads32
  2. First meetings9
  3. Qualified5
  4. Proposals3
  5. Wins2

Last run 30 Aug

Digital marketing

LinkedIn and social

333Impressions, up 171%
16Interactions, down 42.9%

VistaSocial · weekly · 23–30 Aug 2026

Not connected

Website

Website traffic

Visitors, top pages and which case studies are read before a meeting is booked.

facil.ai analytics · weekly

Not connected

Email

Email and nurture

Sequence performance by vertical: opens, replies and meetings booked.

HubSpot · weekly

Starts at FMI

Events

Event return

Meetings booked, follow-ups sent inside 48 hours and opportunities opened, per event.

HubSpot · per event · ASI, FMI

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