WTG Internal Reports

Auto-updated daily from HubSpot Β· Last build October 7, 2026 at 7:28 PM UTC
Live Dashboards AUTO-UPDATING

πŸ“Š Referral Deals Created Pipeline

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

⏱️ Referral Deals Closed

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

πŸ“Š Executive Dashboard

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

πŸ’° Google Ads Dashboard

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

πŸš— Field Visit History

Every field visit, 2022–present β€” SPOTIO backfill + live MMC check-ins combined. Filter by rep/territory/date, export to CSV.

Call-Center Tools LIVE

πŸ“ž Ops Dashboard (live)

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

πŸ’¬ Ask the Data

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

Individual Marketer Reports

πŸ‘€ Abigail Nilles

Individual marketer report Β· Houston SE.

πŸ‘€ Ayline Jadell

Individual marketer report Β· Houston NE.

πŸ‘€ Brooklyn Hill

Individual marketer report Β· Dallas SW.

Archived Reports (Point-in-Time)

πŸ—‚οΈ PPO Mapping Review

Pipedrive β†’ HubSpot insurance plan reconciliation tool.