HubSpot 리포팅

A sports academy was running its enrolment pipeline on HubSpot but had no reliable way to see it. Facebook leads landed without structure, lifecycle stages didn't move on their own, and there was no daily view of how many people went from a click, to a started application, to a submitted one.

What I built

I set HubSpot up as the academy's CRM and built the reporting layer on top of it, from lead capture through to the dashboards leadership checks each day.

• Lifecycle stage workflows that move contacts automatically: SMS link clicked to Marketing Qualified Lead, application started to Sales Qualified Lead, and questionnaire completed to Opportunity
• A Zapier integration that creates a HubSpot contact from each Facebook lead and maps the ad attributes (campaign, ad set, ad name) plus student fields (grade, sport, homeschool and household income) into HubSpot properties
• Daily funnel reporting: new leads, SMS link clicked, applications started, applications submitted and questionnaires completed per day, broken down by campaign source
• Filtered dashboards for the Texas education-voucher audience, with views by household income range and homeschool status and per-campaign breakdowns, consolidated so a daily reviewer can switch between them with filters instead of a separate report for each cut

What it solves

• Capture and structure every Facebook lead automatically, with no manual entry
• Move contacts through the enrolment funnel on lifecycle triggers
• Give leadership a daily, at-a-glance view of the whole funnel
• Slice the funnel by campaign, income and homeschool status without building a new report each time

A closer look

How the dashboards are wired together, and how the funnel reads day to day and by campaign.