Feature Deep Dive

A report builderthat rivals HubSpot's —with AI analysis they don't have.

Pick your data source and object type. Drag-and-drop your dimensions and metrics. Choose from 14 chart types. Add to a dashboard. Then click one button and get AI-generated insights, trends, recommendations, and an executive summary — from your actual data, not generic text.

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Overview

What Report Builder does for your team.

Build reports from live CRM, analytics, and integration data — then get structured AI insights in one click.

HubSpot-comparable reporting with AI analysis nobody else ships live today.

The report builder lets you pull data from any connected source in MartechAI — CRM contacts and deals, email campaign performance, GA4 analytics, Google Search Console queries, Google Ads spend, social media engagement, form submissions, WordPress data, and third-party integrations like RealGreen. You pick the objects, choose the fields, select a visualization, and add it to a dashboard. Every report includes one-click AI analysis that explains what the data means and what you should do about it.

How it works

1. Choose your data source — CRM, Analytics, or Integrations. 2. Pick an object type — contacts, deals, forms, GA4 pages, GSC queries, Google Ads campaigns, and more. 3. Drag-and-drop dimensions (X-axis, breakdown) and metrics (Y-axis, values). 4. Select from 14 chart types: bar, line, pie, donut, scatter, area, stacked bar, curved line, horizontal bar, stacked line, gauge, metric card, calendar heatmap, and table. 5. Customize colors, labels, and filters. 6. Add the chart to a dashboard — or save it as a standalone report. 7. Click 'Analyze' and get AI-generated insights, trends, recommendations, and a multi-paragraph executive summary generated from the actual data in that report.

AI analysis — not a gimmick, not 'coming soon'

This is the differentiator. Every report has a one-click AI analysis button. It doesn't return generic marketing platitudes — it looks at your actual data and tells you what's happening, what's trending, and what you should do. Three to five specific insights. Two to four trend observations. Three to five actionable recommendations. And a multi-paragraph executive summary. No other marketing platform has this live today — not HubSpot, not Domo at this price point, not Looker Studio.

Connected to everything else

The report builder isn't a separate BI tool — it's part of your marketing platform. See that email open rates dropped 12%? The email builder, the campaign, and the contact segment are one click away. See that a keyword is losing position? The SEO audit, the landing page, and the campaign that keyword supports are all in the same platform. The report builder doesn't just show you problems — it connects you directly to the tools that fix them.

How It Compares

Where we stand vs the competition.

How our report builder compares to enterprise BI and DIY dashboard tools.

Built into the platform — not a separate tool or add-on.

HubSpot's report builder is comparable in terms of object picking and visualization. But HubSpot doesn't have AI analysis on reports — you get charts, not intelligence. Domo has more advanced visualizations but costs $30,000+/year and requires data scientists. Looker Studio is free but you build and maintain everything yourself. MartechAI's report builder gives you HubSpot-comparable features with AI analysis nobody else has — at $49-349/mo.

HubSpotStrong object picking and charts — no AI analysis on individual reports.
DomoEnterprise BI depth at enterprise pricing and implementation overhead.
Looker StudioFree and flexible — you build and maintain every dashboard yourself.

At a Glance

What you get with Report Builder.

Core report builder capabilities included across paid plans.

14 chart types: bar, line, pie, donut, scatter, area, stacked bar, curved line, horizontal bar, stacked line, gauge, metric, calendar, table

Data sources: CRM, Analytics (GA4, GSC, Ads, social, WordPress), Integrations (RealGreen, more coming)

AI analysis returns structured insights, trends, recommendations, and an executive summary

Charts can be added to dashboards for ongoing monitoring

Scheduled PDF and email report delivery

Multi-tenant: client-specific dashboards with isolated data

Ready to use Report Builder?

Build a report in 60 seconds. Get AI analysis in one click.

14-day free trial. Report builder, dashboards, CRM, email, campaigns, SEO, and AI — one platform. From $49/mo.

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