Custom Integrations
PlanHub saved $20,000
per year with
custom reporting
PlanHub is designed to be the all-in-one hub for commercial project leads, networking, bid management, takeoff, and insights. A software company with deep roots in construction. It’s built by contractors, for contractors. PlanHub helps construction professionals connect, win bids, and grow their business.
PlanHub faced challenges in generating specific reports for various "products" used at the Company level, such as Subcontractor Regions or Supplier Zones. Reports were not standardised, and they would have to manually export data from a view that included the relevant properties.
These "products" were utilised in Quotes and Chargebee checkout, and upon user payment in Chargebee, the purchased "products" were sent to PlanHub. Subsequently, PlanHub pushed this data to HubSpot as Company property "Subcontractor Regions".
Given the increasing number of "products" and continuous additions to the list, they contemplated the need for a more efficient approach to push and report on this data in HubSpot. The then-current method solely relied on using a property, which was not optimal for comprehensive reporting.
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Our Solution
To address the challenges with generating specific reports for various "products" used at the Company level, we implemented a comprehensive solution as follows:
Products in HubSpot Review
We conducted a thorough review of the existing products in HubSpot, analysing the current properties and data associated with "products" like Subcontractor Regions and Supplier Zones. This review allowed us to understand the current state and identify areas for improvement.
Data Quality Assessment:
We examined the association of "products" with “deals” and “companies”, assessing the quality of this data through reports in HubSpot. Identifying any data discrepancies or inaccuracies was crucial to ensure reliable reporting.
Live Session on understanding the Interaction Objects have with each other in HubSpot:
We conducted a live session with the team to highlight the interaction objects within HubSpot and their relationships. This provided the team with a deeper understanding of how "products" were connected to deals and companies, streamlining the reporting process.
Live Building Session for Custom Reports:
Working closely with the team, we conducted a live building session to create custom reports that aligned with their specific data needs. This ensured that the reports generated from HubSpot accurately reflected the "products" data and catered to the team's requirements.
In summary
The implemented solution not only streamlined the reporting of "products" in HubSpot, but it also had a significant positive impact on time and cost savings. The team's increased efficiency and reduced manual efforts resulted in more productive work hours and financial benefits for the organisation.
The improved reporting capabilities now empower the team to make better-informed decisions, ultimately contributing to enhanced business performance and effectiveness.
Our impact
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208 hours saved a year on reporting
The time saved directly translates to cost savings for the organisation. As the team spends 4 hours less on reporting tasks each week, the labour cost associated with these hours is also reduced.
$20,800+ saved in labour costs
Assuming an hourly labour rate of $100, the organisation saves $400 per week (4 hours/week * $100/hour), which amounts to $20,800 in cost savings annually ($400/week * 52 weeks). These cost savings contribute to improving the bottom line and optimising resource allocation within the organisation.
"What impressed us was the fact we had access to so many different skillsets. No matter the challenges the team was able to fix things fast."
