Systems | Development | Analytics | API | Testing

Webinar Reporting Made Easy: How to Combine Zoom + HubSpot Data for Clear Insights

Struggling to report on webinar performance in a way that actually makes sense to your exec team? Ali Schwanke from @SimpleStrat built a clean, custom dashboard that merges Zoom and HubSpot data—giving her full visibility into webinar ROI. In this video, you'll see how she tracks attendance, first-touch conversions, lead source attribution, and more over time. By blending registration, engagement, and survey data from Zoom with lifecycle insights from HubSpot, she reveals which webinars drive results—and why.

Track Sales Velocity by Source in HubSpot (Using This Smart Dashboard Setup)

Want to know which marketing channels are driving your fastest and most valuable deals? In this video, Alex Lee, Sr. Business Analyst at Intellect, walks through a powerful HubSpot + Databox dashboard setup that maps sales velocity over time—tracing today's closed-won deals back to lead generation efforts from 60–90 days ago. By offsetting timelines for new leads, discovery calls, and closed deals, you’ll get a more accurate view of pipeline health and velocity. Plus, learn how segmenting by lead source uncovers which channels are producing your highest-converting leads the fastest.

Fix Your Sales Forecasting: How Databox Uncovered Real Win Rates

Tired of inaccurate forecasts and one-size-fits-all coaching? Tory Ferrall from Databox shares how her team revamped their sales forecasting model to drive better results—using Databox to calculate real win rates based on actual deal stage performance. By tracking when deals enter each stage and analyzing their true conversion likelihood, the team identified gaps that HubSpot’s default probabilities missed. The result? More precise forecasting and deeper insights for rep-level coaching.

How to Run QBRs Like a Pro: One Dashboard, Full Customer Journey

Quarterly Business Reviews don’t have to mean juggling six different reports. Cameron Collins from RevPartners @revpartners1459 shares how he uses Databox to deliver executive-level QBRs that showcase the entire customer journey—from first web visit to closed-won revenue. By combining cross-object metrics like average deal size, funnel conversion rates, and revenue trends into one cohesive dashboard, Cameron helps leadership teams quickly identify bottlenecks and drive smarter, data-backed decisions.

Stop Building Useless Dashboards: How to Do Sales Attribution Right in HubSpot

Most dashboards suck. Not because the data’s wrong (though it often is)—but because they’re not built to answer real business questions. Crispy Barnett at Supered (@GetSupered) shows you how to report like a rockstar inside HubSpot, starting with sales attribution that actually drives decisions.

insightsoftware Data & Analytics | Reporting, Dashboards, AI Insights

@assignees please use this: insightsoftware Data & Analytics | Reporting, Dashboards, AI Insights The insightsoftware Data & Analytics platform helps you connect, prepare, and analyze data across your organization. It supports everything from governed reporting and operational dashboards to self-service analytics and AI-powered insights.

From Data to Insight Activation: Key Takeaways from Data Summit 2025

Every year, Data Summit attracts data professionals to Boston for three days to exchange ideas and innovation. In 2025, the event was dedicated to data management trends, Big Data, business intelligence (BI), analytics, as well as emerging innovation in AI and machine learning. At the Data Summit, Sami Akbay, insightsoftware’s Head of Data Analytics Projects, hosted a session on the evolution of BI, the rise of generative AI, and the shift toward insight-driven workflows.

Why CFOs Need Connected Solutions Now More Than Ever

The evolving market landscape is driving an urgent need for a unified enterprise performance management (EPM) solution, as finance teams face increasing pressures from several fronts. Rapid technological advancements, heightened competition, and the growing complexity of global markets have made financial agility and real-time decision-making critical to maintaining a competitive edge.