Monthly review

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.

A clear guide to OKRs for growth teams. Write good objectives, choose key results and run cadences that stick.

A practical operating system for small teams. Install a cadence, set priorities and create accountability that sticks.

This playbook is for sales and marketing managers who need to monitor team performance, set goals, track progress, and forecast revenue. Learn how to use HubSpot's reporting and dashboard capabilities to understand what your team is doing, whether they're hitting targets, and where coaching is needed. By the end of this playbook, you'll have executive-level visibility into your team's performance without micromanaging individual activities.

This playbook is for HubSpot administrators and account owners who are setting up a new HubSpot account or migrating from another platform.

Identify repetitive tasks draining time and build workflows that run without you. Use HubSpot and Zapier to automate lead routing, follow-ups, notifications, and data entry.

Set up and run the weekly 12-metric review across all four growth engines. Structure the meeting, assign ownership, use traffic lights, and escalate issues that need attention.