Order Reporting & Analytics:
How Does TPG Build Order Dashboards for Executives?
TPG designs HubSpot order dashboards so executives can see bookings, revenue, and risk in one place—without hunting through disconnected reports, exports, or ad hoc spreadsheets.
TPG builds executive order dashboards in HubSpot by treating orders as the single source of truth, then modeling executive questions into curated views that surface bookings, revenue, margin, and risk by product, segment, and channel—using standardized metrics, governed data, and role-based drill-downs that leaders can trust in every meeting.
What Executives Expect from Order Dashboards
How TPG Designs HubSpot Order Dashboards for Leaders
Instead of jumping straight into chart-building, TPG starts with executive decisions and then engineers HubSpot order data, properties, and reports to answer those decisions consistently across the business.
Step-by-Step
- Align on executive questions and decisions: which revenue, growth, and risk questions need to be answered weekly, monthly, and quarterly for the C-suite and board.
- Map those questions to specific order fields in HubSpot—such as product, term, ARR, MRR, region, and channel—and identify gaps in data quality or standardization.
- Design a governed metric catalog that defines how bookings, recurring revenue, renewals, churn, discounts, and margin are calculated directly from orders.
- Configure HubSpot order properties, associations, and workflows so orders stay connected to companies, contacts, deals, and subscriptions across the lifecycle.
- Build layered dashboards for executives, functional leaders, and operators, using filters and drill-down paths that preserve a “single version of the truth.”
- Operationalize the dashboards with recurring cadences, automated distribution, and continuous optimization so leaders use the same views to run the business.
Comparing Order Dashboard Approaches
| Dimension | Deal-Only Reporting | Order-Centric Exec Dashboards |
|---|---|---|
| Revenue Accuracy | Revenue is approximated from deal amounts and stages, often ignoring term changes, partial shipments, and true contract value. | Revenue is driven by actual signed orders and line items, reflecting real terms, discounts, and timing for recognition and forecasting. |
| Executive Trust | Multiple “truths” emerge as teams export data into spreadsheets and adjust definitions for their own presentations. | A governed set of metrics and shared definitions keeps finance, sales, and marketing aligned in every leadership discussion. |
| Drill-Down Capability | Leaders see top-line numbers but cannot easily trace performance back to products, channels, or contract-level details. | Executives can move from high-level KPIs to product, segment, region, or rep-level order performance in a few clicks. |
| Operational Insight | Bottlenecks in quoting, legal review, provisioning, and billing are hidden in disconnected tools and inboxes. | Dashboards highlight aging orders, delays by stage, and process ownership so teams can resolve issues before they hit revenue. |
| Forecast Alignment | Forecasts rely heavily on pipeline assumptions and win probabilities, with limited connection to actual fulfillment. | Forecasts reconcile pipeline, new orders, renewals, and cancellations, giving leaders a realistic view of near-term and long-term revenue. |
| Scalability | Every new product, region, or channel requires manual reporting work, increasing complexity and risk of errors. | Standardized order structures and filters make it easier to scale reporting as the business and product portfolio expand. |
Snapshot: Turning Fragmented Reports into One Executive View
A B2B SaaS provider relied on separate dashboards for sales, marketing, and finance. Executives spent monthly reviews debating whose version of revenue was correct. TPG restructured HubSpot to make orders the core object for reporting, standardized ARR and MRR calculations, and built a layered executive dashboard with drill-down to product, region, and segment. Within two quarters, leadership meetings shifted from reconciling data to targeting specific growth levers, and forecast accuracy improved while reporting time dropped significantly.
When orders become the backbone of HubSpot reporting, executives gain a clear, consistent view of how bookings flow into recognized revenue, where risk is building, and which levers really move the growth plan.
Order Dashboard FAQs for Executives
Leaders often ask how to keep HubSpot order dashboards trustworthy, actionable, and aligned with finance. These are some of the most common questions TPG hears.
Turn HubSpot Orders into Executive-Ready Dashboards
If you want leaders to spend less time debating numbers and more time acting on them, start by structuring HubSpot orders around the decisions executives make every week.