Build better Quarterly Business Review (QBR) reports with Hubspot + Databox

Summary

Quarterly Business Reviews often fail because performance data is fragmented across HubSpot objects. Sessions, leads, MQLs, deals, and revenue live in separate reports, forcing executives to interpret multiple charts that tell pieces of the same story. This makes it difficult to see where revenue leaks occur or why performance changes quarter over quarter.

This use case shows how Cameron Collins builds a single Databox dashboard that combines cross-object HubSpot metrics into one narrative view. By layering calculated conversion rates and average deal size on top of core funnel metrics, teams gain clearer visibility into what is working, where drop-offs happen, and which questions to ask next during QBRs.

Cameron’s tips and best practices

“Cross-object reports are really hard to not only create, but also to display.” 

When metrics are split across multiple HubSpot reports, interpretation becomes the bottleneck. The signal to watch for is when teams need four to six separate reports to explain one performance story. The action is to consolidate those metrics into a single cross-object dashboard so executives see the full picture at once.

“This setup gives you answers, but more importantly, it helps you ask better questions.”

The value of the dashboard is not just visibility but interrogation. Sudden changes in average deal size or conversion rates become diagnostic cues. When those metrics shift quarter over quarter, teams can immediately ask why and investigate the underlying funnel stage.

“One report, cross-object, actionable”

The key indicator of effectiveness is whether a single report can replace multiple disconnected views. If leaders can switch between table and funnel views to spot drop-offs without exporting data or rebuilding reports, the setup is doing its job.