Reporting & Analytics

Saved reports that span contacts, companies, deals, engagements, calls, and ad metrics in one query. A pure-logic aggregator returns results in milliseconds even at scale.

• Filters across every object + ad metrics
• Group-by + aggregations (count, sum, avg, percentile)
• Funnel reports + cohort analysis
• AI insight chip per report

Replaces Looker, Databox

Agency-only: link multiple client HubSpot portals and aggregate metrics across all of them in one dashboard, with a per-portal benchmark showing which client over/under-performs on which metric.

• Link N client HubSpot portals
• Portal-comparison dashboards + per-portal benchmark
• Client-facing white-label version
• Per-client cadence configuration

Replaces Databox Agency, Klipfolio Agency

BYOK ad-spend data from Google Ads, Meta, LinkedIn Ads, GA4, and Stripe joined with HubSpot deals for unified ROI dashboards. You pay your existing ad fees; OneSpot does the joining and visualization.

• BYOK Google Ads, Meta, LinkedIn Ads, GA4, Stripe
• Join with HubSpot deal data for unified ROI
• Live refresh + annotations
• Custom alert thresholds with mobile push

Replaces Klipfolio, Funnel.io, Supermetrics

Z-score anomaly detection over rolling baselines on any metric. When something fires, an AI narrative explains the likely cause and recommends an action — not just "metric dropped 30%."

• Z-score detection over rolling baselines
• AI narrative explaining likely causes
• Ranked cause hypotheses + related-metric correlation
• Slack alert with one-click acknowledge

Replaces Anodot

Rotating sales-floor dashboards designed for office TVs — public URL with a rotating token, auto-refreshing, branded, with country heatmaps and a leaderboard auto-page.

• Rotating page sequence + auto-refresh
• Public URL with a rotating token
• Country / region heatmaps
• Team leaderboard auto-page, branded to your colors

Replaces Geckoboard

Per-user or per-team goals against revenue, activity, meetings, calls, or pipeline. Live pace and projection answer "am I on track?" at a glance; ahead/behind deltas surface for managers.

• Per-user + per-team goals across 5 goal types
• Live pace with sparkline + projection at current pace
• Anonymized peer comparison
• Team rollup with hierarchy

Replaces Aviso, spreadsheets

Six multi-touch attribution models (first / last / linear / time-decay / U-shape / W-shape) over your touchpoint stream and closed-won deals, with side-by-side comparison of how the story changes by model.

• 6 multi-touch models, compared side-by-side
• Per-channel ROI with cost-per-deal
• Custom-model designer (drag-and-drop weighting)
• Per-segment attribution variants

Replaces Bizible

Scheduled PDF and email exports of a dashboard, branded with the agency's logo and colors, on a per-client cadence with light / dark / branded template themes.

• Scheduled PDF generation + email delivery
• Per-client cadence (weekly / monthly / quarterly)
• Per-client section toggles
• Branded with the agency's logo + colors

Replaces Whatagraph