WTG Internal Reports

Auto-updated daily from HubSpot · Last build July 6, 2026 at 5:14 PM UTC
Live Dashboards AUTO-UPDATING

📊 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.

📊 Executive Dashboard

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

💰 Google Ads Dashboard

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

📞 Call-Center Ops & Staffing

Daily answer rate, call volume, abandons, wait time, and agents-active-by-hour — by market and agent, with YoY/WoW. Built for staffing decisions.
Individual Marketer Reports

👤 Abigail Nilles

Individual marketer report · Houston SE.

👤 Ayline Jadell

Individual marketer report · Houston NE.

👤 Brooklyn Hill

Individual marketer report · Dallas SW.
Archived Reports (Point-in-Time)

🗂️ PPO Mapping Review

Pipedrive → HubSpot insurance plan reconciliation tool.