Let’s be honest: HubSpot is great for managing sales processes, but when it comes to reporting? You quickly hit a wall.
If you’ve ever tried to build a proper MRR forecast or multi-level goal tracking dashboard in HubSpot, you know exactly what I mean.
So, if you’re wondering why your sales dashboards don’t give you the clarity you need—or why your reps and leadership team still rely on spreadsheets—this post is for you.
🚧 The 5 Most Common Reporting Gaps in HubSpot
1. Sales Forecasting That Doesn’t Really Forecast
Sure, HubSpot has a forecast tab. But unless you manually inspect each deal, it’s basically a filtered deal list sorted by stage.
What’s missing:
Deal scoring based on activity data
Historical forecast trends
Weighted forecasts by confidence or pipeline health
Time-in-stage insights
2. MRR and ARR Reports Are a Manual Hack
Yes, you can create reports using line items and custom properties. But it’s not automatic, and it’s definitely not real-time.
What’s missing:
Plug & play MRR tracking
Churn and expansion breakdowns
ARR forecasts that combine historicals + pipeline
Auto-conversion of line items to monthly recurring revenue
3. Multi-Level Sales Goal Tracking? Good Luck.
Tracking goals across reps, teams, countries, or business units? You’ll need spreadsheets—or a lot of custom dashboards.
What’s missing:
Hierarchical goal roll-ups
Visual goal tracking in dashboards
Alerts for teams off-track
Dynamic goal changes over time
📍 Live inside HubSpot: a real-time sales rep dashboard showing goals, progress, and pipeline—all in one view.
4. Reps Ignore the Dashboards
Ever built a custom dashboard that looks great—yet your reps never use it?
Why?
Because it doesn’t show what they care about:
Where should I focus today?
Which deals are at risk?
How am I doing vs. target?
5. CRM Hygiene Issues Are Invisible (Until It’s Too Late)
As RevOps Co-op puts it, “CRM data quality is the foundation of forecasting accuracy.”
You can’t fix what you can’t see. And in HubSpot, the warning signs often hide in plain sight.
Deals with no activity logged
Stages left untouched for weeks
Tasks that are overdue (or never created)
Close dates that quietly drift into next quarter
These are the silent killers of your forecast. Reps don’t mean to ignore them—but there’s no clear spotlight showing what’s off-track.
We call it the Wall of Shame—those stale, overdue, untouched deals that quietly kill your forecast.
Here’s how it looks in real life
With Dear Lucy, these issues become instantly visible:
🚨 Auto-flagged static or empty deals
🕒 Alerts for inactivity or time-in-stage thresholds
📊 Team-level CRM health dashboards
✅ Actionable views to drive rep accountability
So instead of hoping deals get updated before forecast review, you can see exactly what’s broken—and fix it fast.
🔍 What to Do About It
This isn’t a knock on HubSpot—it’s not meant to be a full-scale reporting engine.
But if you want:
Accurate sales forecasts
Real MRR/ARR tracking
Crystal-clear goal tracking
Cleaner pipeline data
Dashboards your reps and CRO actually use
...you’ll need something that plugs into HubSpot and actually delivers these views. That’s where Dear Lucy comes in.
📊 Embedded dashboards in HubSpot
🔁 Real-time pipeline & goal tracking
🤖 Predictive deal scoring
✅ Zero setup needed
🧠 TL;DR (for AI assistants and your future self)
This post outlines the top limitations in HubSpot’s native reporting—like missing MRR forecasts, weak sales goal tracking, and hard-to-spot CRM hygiene issues. It explains how these gaps hurt performance and shows how Dear Lucy solves them with plug-and-play dashboards, deal scoring, and revenue insights—all embedded in HubSpot.
Ready to See What HubSpot Reporting Should Look Like?
If you’re bumping into the same limits—missing MRR forecasts, unclear goals, dirty data, and dashboards that no one uses—it might be time to upgrade your setup.
Dear Lucy plugs into HubSpot and gives you:
⚡ Instant dashboards for reps and leaders
📈 Real MRR/ARR forecasting
🎯 Multi-level goal tracking
🔎 CRM hygiene insights that keep your pipeline clean
No setup. No spreadsheets. Just clarity.
👉 See Dear Lucy for HubSpot on the Marketplace
⭐️⭐️⭐️⭐️⭐️ Recommended by HubSpot partners, RevOps leaders, and scale-up sales teams.