CRM & revenue reporting
Show clients which marketing sources create pipeline and revenue.
Maven maps CRM records, source fields, stages, owners, and revenue into a reporting workflow your agency can defend, so client conversations move beyond clicks and leads to business outcomes.
HubSpot
Pipeline attribution, deal velocity, owner performance, and marketing email context.
GoHighLevel
GoHighLevel opportunities, lead sources, locations, pipelines, and agency client reports.
Salesforce
Opportunity pipeline, leads, accounts, campaigns, stage movement, and forecasting.
SharpSpring
Leads, opportunities, deal stages, campaigns, and email performance from SharpSpring data.
Pipedrive
SMB deals, people, and activities centralized for pipeline reporting and template planning.
Zoho
Zoho leads, deals, and accounts centralized for pipeline and source-quality reporting.
Source overview
CRM sources Maven can bring into the same reporting layer.
A quick map of the CRM and lifecycle systems this solution is built around. Each source links to its integration page for deeper proof, while this page stays focused on the reporting use case.
HubSpot
B2B agencies
Pipeline attribution, deal velocity, owner performance, and marketing email context.
View integrationGoHighLevel
Agencies
GoHighLevel opportunities, lead sources, locations, pipelines, and agency client reports.
View integrationSalesforce
B2B agencies
Opportunity pipeline, leads, accounts, campaigns, stage movement, and forecasting.
View integrationSharpSpring
SharpSpring agencies
Leads, opportunities, deal stages, campaigns, and email performance from SharpSpring data.
View integrationPipedrive
SMB agencies
SMB deals, people, and activities centralized for pipeline reporting and template planning.
View integrationZoho
SMB agencies
Zoho leads, deals, and accounts centralized for pipeline and source-quality reporting.
View integration
Nutshell
SMB agencies
Accounts, contacts, leads, pipelines, owners, lead sources, and SMB sales reporting.
View integration
ServiceTitan
Home-services agencies
ServiceTitan jobs, customers, leads, campaigns, and revenue for field-service CRM pipeline reporting.
View integration
FranConnect
Franchise marketing agencies
Franchise leads and tenant-defined fields for franchise-sales pipeline reporting.
View integration
Gorgias
Ecommerce agencies
Support tickets, messages, customer context, and satisfaction signals beside CRM and commerce data.
View integrationReporting jobs
The recurring CRM decisions Maven turns into trusted reporting.
Once CRM source data is mapped into governed metrics, agencies can answer the decisions that usually get trapped across native dashboards, spreadsheets, and one-off analysis.
Spend to pipeline
Connect acquisition sources to leads, deals, opportunity value, win rate, and closed revenue.
Pipeline health
Review pipeline value, stage movement, stale opportunities, owner performance, and close timing.
Lead quality
Separate raw leads from qualified leads, real opportunities, spam, no-shows, and won customers.
Forecasting
Use deal amount, stage, win rate, source quality, and close date to explain expected revenue.
Reporting workflow
From messy CRM records to a report your agency can stand behind.
Connect CRM sources
Authorize the CRM and the account, location, or organization that should feed Maven reporting.
Map what can be trusted now
Normalize leads, contacts, deals, opportunities, stages, owners, sources, and dates into governed reporting definitions.
Blend acquisition context
Join CRM outcomes to paid media, web analytics, UTMs, lifecycle sources, and support context when available.
Ship reporting outputs
Use dashboards, agent answers, alerts, recurring reports, and report templates from the same metric definitions.
Report resources
Start with the reports and resources that are already closest to demand.
GoHighLevel Funnel-to-Pipeline Report
Book a demo for the GoHighLevel qualified-lead attribution template covering sources, leads, opportunities, pipeline, and won revenue.
Book template demoGoHighLevel attribution playbook
A practical resource for first touch, latest touch, source quality, UTMs, opportunities, and won-deal reporting.
Read playbookSource overview
Use the source overview on this page to see which CRM and lifecycle systems Maven can pull into pipeline reporting.
View sourcesBuilt for
Same CRM reporting truth, packaged for the buyer who needs it.
Agencies
Client-ready CRM reporting, especially GoHighLevel funnel-to-pipeline readouts and multi-client attribution.
View packagingB2B agencies
Campaign-to-pipeline client reporting across HubSpot, Salesforce, paid media, web analytics, and lifecycle sources.
View packagingSMB agencies
Repeatable pipeline and source-quality reporting for clients using Pipedrive, Zoho CRM, Nutshell, and similar sales workflows.
View packagingBuild the first CRM and revenue report your agency can trust.
Start with one supported CRM source, map leads, deals, stages, owners, and source fields, then expand into dashboards, recurring reports, and analysis from the same trusted layer.
Book a Reporting ReviewReady to make client reporting easier to run, and easier to defend?
Bring one recurring report, disputed metric, or client workflow. We'll show where the time goes, what can be trusted now, and how Maven would improve it.
We'll review the workflow behind one client report
You'll see what Maven can own across data, QA, and delivery
No pitch deck. No pressure. 20 minutes.
