All posts, page 12 of 140
The full INSIDEA library. RevOps, growth, AI, and HubSpot, written from 1,500+ delivered engagements.
HubSpot Knowledge BaseHow to Create Line Item Revenue Reports in HubSpot
If you’ve ever tried to understand what’s truly driving revenue, you know deal-level reporting in HubSpot often leaves key details out. Sure, deals show overall value, but they rarely answer the real questions: Which products are gaining traction? Where are sales teams applying the highest discounts
HubSpot Knowledge BaseCreate Formula Fields in HubSpot Custom Report Builder
You’ve probably hit a wall with HubSpot reports before. You needed metrics like customer retention rate or average deal velocity, only to find out the built-in fields don’t cover them. So, what happens next? For most teams, it means exporting data into spreadsheets, doing the math manually, and losi
HubSpot Knowledge BaseHow to Create Custom Single-Object Reports in HubSpot
You’re juggling dozens of metrics, needing fast answers from your HubSpot CRM, but default reports barely scratch the surface. Whether you’re trying to zero in on deal performance, customer service responsiveness, or marketing impact, you’ve probably found yourself switching dashboards or stitching
HubSpot Knowledge BaseHow to Create Custom Reports in HubSpot
If you’ve ever wrestled with a HubSpot report, exporting data just to tweak it in Excel, you’re not alone. Many teams rely on canned dashboards that don’t quite show what matters, not for marketing attribution, not for pipeline velocity, and not for customer service performance. The root issue? Stan
HubSpot Knowledge BaseHow to Create Next-Gen Custom Funnel Reports in HubSpot?
If you’re in revenue operations, you know how frustrating shallow funnel reports can be. Standard conversions look neat on paper, percentages, counts, snapshots, but they rarely tell the full story. Where did the drop-offs really happen? Which campaigns or handoffs fumbled progress? Which teams are
HubSpot Knowledge BaseHow to Create Customized Analytics Views in HubSpot
If you’ve ever felt frustrated trying to get the right performance metrics out of HubSpot’s standard dashboards, you’re not alone. Most default views are just too broad; they rarely reflect the specific filters and segments your marketing or sales team actually uses. And the result? Confusion, incon
HubSpot Knowledge BaseHow to Create Legacy Funnel Reports in HubSpot
If you’ve ever tried to pinpoint exactly where deals stall out in your HubSpot sales pipeline, you know how tough it can be. Vague metrics and disconnected reports make it nearly impossible to tell whether reps are struggling with qualification, proposals, or closing, and that lack of clarity doesn’
HubSpot Knowledge BaseHow to Create Attribution Reports in HubSpot
If you’re responsible for pipeline growth, proving how marketing efforts generate revenue isn’t optional; it’s essential. But when your data isn’t telling a clear story, you’re left guessing which campaigns actually drive results and which fall flat. That’s where HubSpot attribution reports should s
HubSpot Knowledge BaseHow to Create and Use Datasets in HubSpot Reporting
If you’ve ever tried pulling reports in HubSpot and ended up with misaligned metrics or fragmented data, you’re not alone. Marketing tracks campaigns in Marketing Hub, sales relies on deal data, and service works with tickets, but bringing it all together for accurate reporting often feels like stit
HubSpot Knowledge BaseHow to Create Service Journey Analytics Reports (Beta) in HubSpot
If you manage a customer service team, chances are you’ve felt this frustration: your reports track individual metrics like ticket resolution time or CSAT, but never together. It’s nearly impossible to understand how experiences unfold across the full support lifecycle. Where are customers getting s
HubSpot Knowledge BaseHow to Create Journey Analytics Reports in HubSpot
If you’re leading RevOps, running HubSpot reports, or working to optimize funnel performance, you probably know how frustrating it is to spot conversions without context. One campaign might drive hundreds of form fills, but your sales team still sees sluggish SQL movement. Where did those leads stal
Marketing100+ Facebook Statistics You Should Know in 2026
3.07 billion people log into Facebook every single month. That equals roughly 37.7 percent of the global population. Few platforms operate at this scale, and fewer still influence how audiences consume content, respond to ads, and interact with brands at this volume. The issue most marketers deal wi
VoIPTop 20 VoIP Softphone Service Providers in 2026
When CallRail announced it would sunset its VoIP product in early 2024, teams depending on it for daily outbound calling and CRM-linked workflows were left scrambling. For RevOps, SalesOps, and MarketingOps leaders, especially in SMBs reliant on HubSpot, this was more than a product change; it was
VoIPAircall vs Quo (OpenPhone) for HubSpot VoIP Integration in 2026
With CallRail officially retiring its VoIP service, revenue operations, sales, and marketing teams are facing a critical decision: which calling platform should replace it to maintain efficiency, CRM accuracy, and HubSpot-aligned workflows? For many HubSpot-first teams, this is more than a simple d
VoIPAircall vs JustCall: Compare Pricing Plans & Features in 2026
What You Should Know About the CallRail VoIP Sunset If you’re responsible for driving pipeline efficiency or overseeing your company’s revenue tech stack, chances are you’ve already started planning for life after CallRail VoIP. As of early 2024, CallRail confirmed the retirement of its embedded VoI
VoIPAircall vs MightyCall: Compare Pricing Plans & Features in 2026
By now, many RevOps, sales ops, and marketing teams have been forced to reevaluate their telephony stack, especially those who relied on CallRail as their primary voice solution. The driving factor? CallRail is officially sunsetting its VoIP services, leaving teams searching for alternatives that w
VoIPRingCentral HubSpot Integration Issues and Alternatives
With CallRail officially retiring its VoIP product, teams that once depended on it for both call tracking and customer communications are now facing a significant pivot. This isn’t a typical feature swap; it’s the loss of a core capability within many HubSpot-based tech stacks. For RevOps, Sales Ops
VoIPAircall vs RingCentral for HubSpot VoIP Integration in 2026
With CallRail exiting the VoIP space, RevOps, MarketingOps, and Sales Enablement teams running on HubSpot face an urgent need: replacing the phone system powering CRM-connected calls. This isn’t just a vendor switch; it’s a trigger moment to reexamine your voice infrastructure. Choosing the right a
VoIPAircall vs Dialpad for HubSpot VoIP Integration in 2026
As of 2026, CallRail has officially phased out its VoIP services. For many RevOps, SalesOps, and MarketingOps teams, this isn’t just a vendor change; it’s a foundational shift in how teams manage conversations, log sales activity, and align CRM pipelines. For organizations with HubSpot at the cente
VoIP10+ Best HubSpot Phone/VoIP Integrations in 2026
When CallRail announced it was sunsetting its VoIP product, it forced a reset for sales and marketing teams that had built calling workflows directly inside HubSpot. For many teams, CallRail had become a dependable layer for inbound and outbound calls. It logged activity, tied conversations to conta
VoIPTop 10 RingCentral Alternatives for HubSpot VoIP in 2026
With CallRail officially exiting the VoIP market, teams relying on HubSpot for day-to-day revenue operations are now facing a time-sensitive challenge: how to transition their calling setup without losing visibility into key sales metrics or disrupting workflows. For years, CallRail served as a ligh
VoIPTop 10 CallRail Alternatives for HubSpot VoIP in 2026
When CallRail announced in late 2025 that it would sunset its VoIP product by Q1 2026, many teams were left scrambling, not just to replace a tool, but to rethink how voice communication supports the revenue engine. For those of us managing RevOps or overseeing go-to-market alignment in HubSpot, thi
Marketing100+ Google Ads Statistics You Should Know in 2026
Google’s ad business continues to grow, but clarity around performance has not kept pace. In 2025, Alphabet reported over $260 billion in ad revenue, with Google Ads accounting for the majority of that total. At the same time, average cost-per-click across search and display has increased year over
HubSpot Knowledge BaseHow to Analyze Email Delivery Metrics in HubSpot Reports?
You probably watch your open and click rates like a hawk. But if you’re not reviewing your email delivery metrics, you could be flying blind. A well-crafted campaign won’t help if the emails never reach your audience’s inbox. Worse, inaccurate delivery data can skew performance reports, leaving you
How INSIDEA works
