WTG Internal Reports

Auto-updated daily from HubSpot ยท Last build July 6, 2026 at 6:48 PM UTC
Live Dashboards AUTO-UPDATING

๐Ÿ“Š Referral Deals Created Pipeline

Account performance, at-risk alerts, tier breakdown, and YoY trend by territory and rep.

โฑ๏ธ Referral Deals Closed

Won-deals only. Same account view filtered to closed-won deals.

๐Ÿ“Š Executive Dashboard

Deals Created (forward indicator) + Deals Closed by week. Filter by Lead Source, Pipeline, and Territory.

๐Ÿ’ฐ Google Ads Dashboard

Google Ads spend by city + HubSpot deals attributed to Google Adwords PPC. Effective CPA by location.

Call-Center Tools LIVE

๐Ÿ“ž Ops Dashboard (live)

Pick any date range + market โ€” answer rate, call volume, abandons, wait time, staffing occupancy, and top agents. Aggregates on demand. Sign in with your WTG account.

๐Ÿ’ฌ Ask the Data

Ask the call data anything in plain English โ€” "answer rate by market last week", "busiest hours", a specific agent or call. Sign in with your WTG account.

Individual Marketer Reports

๐Ÿ‘ค Abigail Nilles

Individual marketer report ยท Houston SE.

๐Ÿ‘ค Ayline Jadell

Individual marketer report ยท Houston NE.

๐Ÿ‘ค Brooklyn Hill

Individual marketer report ยท Dallas SW.

Archived Reports (Point-in-Time)

๐Ÿ—‚๏ธ PPO Mapping Review

Pipedrive โ†’ HubSpot insurance plan reconciliation tool.