Hubsessed Office Hours: Reporting and Dashboards · Every clip

Start with "so what?"

Name: Start with "so what?"
Uploaded: 2026-11-04T17:00:00Z
Duration: 3 min 36 s
Description: A client wants a bunch of dashboards and doesn't know what to ask for. Madelyn asked me in Reporting and Dashboards Office Hours what my first step is.

Joshua Oakes · Wednesday, November 4, 2026

A client wants a bunch of dashboards and doesn't know what to ask for. Madelyn asked me in Reporting and Dashboards Office Hours what my first step is. Take the default CRM Data Overview, which counts contacts created and where they came from. I've had a stakeholder who wanted that "probably one time in maybe the last five years," and my question for it is "so what?" My first move is to ask which objects matter to this company, then which dimensions answer that question. For contacts that might be marketing contacts, for companies and contacts probably lifecycle stage, for deals pipeline and or deal stage. Start from the question, then pick the records and the breakdowns. The full session: https://www.hubsessed.io/office-hours/reporting-dashboards/2026-11-04

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