HockeyStack

HockeyStack brings marketing, CRM and website activity into B2B reports and account journeys. Its dashboards can reuse a report in several places, so a shared definition can serve different team views.

To build one, choose Dashboards > New Dashboard > From Scratch, name it with the pen icon and select + to add a report. In the report builder, Columns holds the measures, Breakdown selects the grouping property and the top-level filter selects users or companies. For example, a page-view report can group by Page URL and select visitors outside the US. Completed reports are added to the dashboard; drag their headers to rearrange them.

The filter level matters. A report-level condition for people who visited the homepage selects those people and can still include their other page visits. It does not restrict the report to homepage actions.

Access is through a customer workspace. Administrators invite users and assign access levels under Workspace Settings > Team. Commercial subscriptions are established in the service terms, and the pricing page routes package discussions through its contact form. The terms say cancellation takes effect at the end of the paid term.