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MethodData

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MethodData

HubSpot Certified App

Bespoke and out-the-box Reporting & Dashboards for HubSpot Sales users

Built by
MethodData
Installs
100+ installs
Rating

5(4)

Sign in to installRequires MethodData subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
Learn more
HubSpot Account permissions
View the required account permissions
MethodData Subscription
Monthly Subscription plan

Overview

1) We create the Custom HubSpot Sales Reports and Dashboards your business needs

It’s your data, you should be able to do whatever you want with it and we are here to help you do just that!

Our team is committed to helping businesses put the human touch into the HubSpot platform by providing meaningful, internally-facing sales metrics that will help them grow. You know your business and sales process better than anyone and together we can help create the custom HubSpot Reports and Dashboards that will provide you the information you need to grow and when you need it.

2) Out-the-box email Sales Reports

We offer 5 automated and flexible email Reports in our standard plan. We have the Sales Reports you crave delivered right to your inbox. Choose to receive updates on stagnant leads, deal changes, deal velocity and more. We make it easy for Sales managers to get the data they need to grow their Sales teams in the ways they know how.

Since our solution is a standalone integration, there’s no setup required within HubSpot. You simply need to login and get started. All our Reports were designed and built based on feedback from real customers and solving their everyday Sales Reporting issues. Check back regularly as we add more out-the-box Reports.

3) Out-the box Dashboards

We offer 3 Dashboards in our standard plan. We designed our Dashboards to provide sales managers with the data they need to accurately forecast Sales on a granular level, coach their Sales Representitives to succeed and understand Sales changes they face within a historical context. All our Dashboards were designed and built based on feedback from real customers and solving their everyday Sales Dashboard issues. Check back regularly as we add more out-the-box Dashboards.

Features

I need a bespoke Report/Dashboard and HubSpot can’t build it

I need a bespoke Report/Dashboard and HubSpot can’t build it

Issue: HubSpot has a large range of Sales Reports but there is no ability to build your own bespoke reports Solution: MethodData has their own portal where our team can build bespoke Reports/Dashboards. If the data exists in your HubSpot, there is no Report/Dashboard that MethodData cannot build

I have no way of emailing new or existing Contacts to myself or team

I have no way of emailing new or existing Contacts to myself or team

Issue: I can't email out new or existing Lists of Contacts Solution: The MethodData List Report is our most popular report. The Contacts are included directly in an email with a HubSpot link for each Contact or can also be attached in a spreadsheet or CSV

I want to know the Velocity of my Deals

I want to know the Velocity of my Deals

Issue: There is no way in HubSpot to compare the Velocity of any Deal in a Pipeline to the average. This means a Sales Leader doesn’t know which deals need his/her focus at a glance Solution: The MethodData Deal Velocity report will send a regular email showing the top 10 and bottom slowest deals

I can’t see what information has changed in a Deal

I can’t see what information has changed in a Deal

Issue: There is no way to compare what has changed in a deal since it was last reviewed Solution: MethodData’s Pipeline Change Report generates an email showing the changes on every deal since the report was last generated. It will show changes in stage, amount, etc.

What is the value of my forecasted vs actual Pipelines per Sales Rep?

What is the value of my forecasted vs actual Pipelines per Sales Rep?

Issue: I want a breakdown of Pipeline value per Sales Rep per quarter for forecasted vs actual Solution: MethodData’s Forecasted vs. Actual Revenue by Representative Dashboard displays this information for the current quarter and for the next 4 quarters per Sales Representative per Pipeline

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Contacts

Contacts

Contacts

Reviews

Average rating

5.0

Based on 4 ratings


Total reviews

4

Number of reviews all-time


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Average rating

5.0

Based on 4 ratings

Total reviews

4

Number of reviews all-time

5
100% complete
100%
4
0% complete
0%
3
0% complete
0%
2
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1
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Filter reviews:

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5/5
    Mar 2, 2021

The reports I always wanted delivered daily

Method Data has awesome out of the box reports but it is their custom reporting capabilities and integration expertise where they really shine. Easy to work with and well worth engaging.

What problem are you trying to solve?

Deeper level automated sales reports sent to my inbox

  • Forhan, C.

  • Marketing Services
  • 51 to 200 employees

5/5
    Sep 15, 2020

Absolutely Recomend

Sebastian and Connor were very attentive to our needs and took the time to learn our business to tailor the best product for us. I would recommend working with them for your sales reporting needs.

What problem are you trying to solve?

Sales Reporting

What do you like?

Flexible and thorough

  • Cornelius, G.

  • Banking/Financial Services
  • 11 to 25 employees

Monthly Subscription

$41.25

/month

Full access to all out-of-the-box dashboards and email reports.

  • Full access to all out-of-the-box dashboards and email reports.

Monthly Subscription

$41.25

/month

Full access to all out-of-the-box dashboards and email reports.

  • Full access to all out-of-the-box dashboards and email reports.

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/08/2025

More info

Built by
MethodData
Installs
100+ installs
Categories
Languages this app is available in
English

Most popular

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