As the calendar year draws to a close, many teams pause to ask: Did all our efforts actually pay off? With multiple campaigns running, workflows firing, deals closing, and leads entering the funnel at all angles - it’s easy to lose sight of what really moved the needle.
This year-end is the perfect time to use HubSpot to cut the noise and get clear, actionable insight on what worked - and what didn’t. Whether you’re in marketing, sales, or RevOps, this guide shows you how to build reports that go beyond surface metrics, attribute real value, and inform smarter decision-making for 2026.
Most teams tie success to easy-to-access data points: email open rates, pageviews, form submissions. But those don’t always link to real business outcomes.
High form fills don’t guarantee quality leads.
Many pageviews might come from low-intent traffic.
Email opens don’t equal conversions or deals.
Without deeper reporting, you risk optimising for vanity - not value. The end of the year is where you must go beyond “looks good” to “delivered growth.”
HubSpot offers a robust custom report builder, letting you combine multiple data sources - contacts, deals, activities, marketing events.
How to use it this year-end:
Navigate to Reports ▸ Create report ▸ Custom report.
Select data sources relevant to what you want to measure - e.g. Deals + Marketing Emails + Form Submissions.
Add only the fields that matter (revenue, deal stage, lead source, campaign, close date, associated marketing touches).
Filter by date (e.g. financial year or calendar year), pipeline stages, or client segments.
Choose a chart or table type that aligns with your analysis goal (funnel, time-series, pivot, etc.).
Add these reports to a dedicated Year-End Dashboard. This becomes your single source of truth for what actually generated value.
If you want to understand which campaigns, channels, or content actually drove closed business - attribution reporting is essential.
HubSpot’s attribution models (first-touch, last-touch, linear, U-shaped, W-shaped, time-decay, full-path) let you distribute credit across multiple touchpoints.
End-of-year checklist:
Pull Contact Create reports to see where contacts entered your funnel.
Run Deal Create and Revenue Attribution reports (if on the right plan) to map which marketing efforts led to deals and actual revenue.
Compare attribution models - sometimes first-touch matters more for brand awareness, other times full-path reveals long-term ROI.
This lets you answer: Which campaigns were noise? Which truly converted? Where should I invest in 2026?
A clean end-of-year report doesn’t just show what came in. It shows how leads moved through your system - from first touch to closed deal (or dropout).
Use HubSpot’s funnel and pipeline reports:
Build a Contact or Deal Funnel to track conversion rates across stages.
Review pipeline velocity and deal closure times: which months had spikes, which channels or campaigns fed those deals, what caused slowdowns.
Examine lifecycle stage migrations to evaluate lead nurturing, handoffs between marketing and sales, and friction points.
This gives full context - not just “we got 500 leads,” but “50 deals closed from these 3 campaigns over these 6 months.”
One key insight from recent best-practice guides: reporting only works when your data lives in one place. Spread across multiple platforms, your metrics never align.
If you pulled in ads, emails, CMS, CRM, and customer service tools, make sure everything flows into HubSpot. Use native integrations or ensure reliable syncing.
Only when everything is connected - contacts, campaigns, deals, revenue - will your year-end reporting reflect reality rather than guesswork.
Before you build fancy dashboards or attribution models, take time to clean up your CRM and datasets. Old lists, outdated properties, duplicate contacts or companies distort reports and attribution.
Clean data + well-tagged campaigns + accurate deal records = reports you can trust.
This step makes the difference between a “nice-looking dashboard” and “decision-making grade insight.”
A good year-end review ends with a plan. Once you see what moved the needle, use it to:
Reallocate budget toward top-performing channels
Pause or rework underperforming campaigns
Improve alignment between marketing and sales based on lifecycle/conversion data
Clean and streamline your processes, data, and attribution setup
Let your reports guide not just reporting, but future strategy.
If building custom dashboards, attribution frameworks, or cleaning your CRM sounds like a heavy lift - you don’t have to go it alone. Profoundly can match you with a vetted HubSpot specialist to:
Audit your current reporting setup
Build bespoke dashboards and attribution reports
Clean up data and CRM structure
Provide a 2026 reporting framework tailored to your business
Let Profoundly handle the grunt work so you can start 2026 with clarity and confidence.
Profoundly helps HubSpot users get more value from their CRM by connecting them with experienced specialists across data, reporting, automation, and strategy. Whether you need a quick audit or full-scale optimisation, Profoundly gives you access to expertise when you need it.
Emma Cooper is Marketing Manager at Profoundly. With more than 10 years in digital marketing and 5 years specializing in HubSpot, Emma brings deep expertise in implementation, troubleshooting, and optimization within agency environments. Her work focuses on helping clients unlock the full potential of HubSpot through practical strategy, clean architecture, and data-driven performance.
What kind of reports should I prioritise at year-end?
Start with custom reports that combine deals, revenue, and marketing touches - then add attribution, funnel, and lifecycle reports for full context.
Do I need HubSpot Enterprise to do meaningful year-end reporting?
You can get valuable insight with standard reporting and custom reports. But Enterprise (or the right add-ons) unlocks advanced attribution, revenue attribution, and deeper funnel tracking.
What if our data is messy or incomplete?
Clean your CRM and ensure all marketing and sales tools feed into HubSpot before you build reports. Dirty data means unreliable insight.
How often should we run this analysis?
At minimum annually - but quarterly check-ins help you spot trends early and iterate faster.
Can Profoundly build all this for us?
Yes. Profoundly can match you with a specialist to build dashboards, clean data, set up reporting frameworks, and provide a repeatable process you can use in 2026 and beyond.