Inventory the CRM you actually use
HubSpot implementations vary in their objects, lifecycle rules, source properties, location mappings, and historical completeness. A useful reporting scope begins with those details.
ChartSplice’s existing work includes aggregate HubSpot reporting and source discovery. Snapshot reporting and a production ingestion service are different states; we establish the current and required connection path for your organization during discovery.
This page describes scoped reporting work, not a promise of immediate support for every HubSpot configuration.
Define the reporting population
A count of CRM contacts is not automatically a count of new leads from the displayed advertising period. Imports, duplicates, existing customers, merged records, and unknown source values can change the population.
We define which records belong in a measure, which date anchors the reporting period, and how records are handled when the source information is incomplete.
The report should preserve the difference between the raw source population and a specifically qualified acquisition cohort. If one view excludes an imported or unknown group, that choice needs to be visible.
Preserve event history where the question requires it
A current property value may not describe what was true when a lead arrived or an appointment was booked. Some reporting questions need property history, source event identifiers, and effective dates.
The implementation plan identifies what history is available and how it can support the requested measure. We do not promise to reconstruct events that the source no longer retains or never recorded.
This is particularly important when measuring time between stages or connecting a CRM record to later operating and financial events.
Keep mappings explicit
| Mapping | What needs to be decided |
|---|---|
| Acquisition source | Which properties and events establish source, and how unknown values remain visible |
| Campaign | Whether a reliable source key exists, rather than relying solely on a text label |
| Location | Whether the field represents inquiry intent, booking destination, or another business concept |
| Service | Whether the value means advertised interest, expressed need, or a later purchase |
| Person or record identity | How merges, duplicates, and cross-system references are handled |
These decisions turn a CRM export into a reporting contract your team can explain.
Connect downstream measures only when supported
Appointment and financial data often live in other systems. Relating them to a CRM population requires approved matching rules, source coverage, observation windows, and business definitions.
Until those conditions are met, the report should distinguish source activity from matched downstream outcomes. An unmatched record should not automatically be counted as an unsuccessful purchase.
ChartSplice makes that readiness visible so the team can use the available reporting while understanding the next data work.
Scope the connection and ongoing work
Bring your HubSpot object and lifecycle structure, reporting examples, location model, and the downstream systems you want to understand together.
We will identify the access, history, mappings, refresh expectations, and validation required. The engagement also defines ownership of source changes and the work to keep reporting aligned when CRM workflows evolve.
Credentials remain server-side in the scoped connection path. The marketing website does not connect to HubSpot or contain customer CRM records.