---
title: "Mission Mobile Medical HubSpot case study: Reporting and data safety"
description: "Executive reporting for a 42-state healthcare operation: revenue against target in one dashboard, and six years of sales history by region and rep."
---

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[Case studies](https://www.crmwired.com/case-studies) / Mission Mobile Medical

![Mission Mobile Medical logo](https://www.crmwired.com/hs-fs/hubfs/crmwired-site/clients-mission-mobile-medical.webp?width=235&height=120&name=clients-mission-mobile-medical.webp)

Reporting and data safety

# Executive reporting for a 42-state healthcare operation

Mobile healthcare · 250+ clinic programs · 42 states

HubSpotZapierMailchimpSales HubMarketing HubDashboards

**250+**clinic programs

**42**states covered

**6 yrs**of deal history made reportable

The story

## What changed

Before

Mission Mobile Medical runs 250+ mobile clinic programs across 42 states. From 2023 I managed their HubSpot account, working directly with the CRO and the client services leadership.

After

Revenue against target in one executive dashboard, six years of sales history reportable by region and rep, and the deleted client records back in the CRM.

The build

## What I built

In the order the work was done.

![](https://www.crmwired.com/hubfs/crmwired-site/integrations-zapier.svg)Zapier![](https://www.crmwired.com/hubfs/crmwired-site/integrations-mailchimp.svg)MailchimpSales HubMarketing HubDashboards

**Stack:** HubSpot Sales Hub and Marketing Hub, custom reports and dashboards, workflows, Zapier, Mailchimp.

[How I build HubSpot audit and cleanup projects](https://www.crmwired.com/hubspot-audit)

1. 01Rebuilt the executive reporting dashboard: year-over-year revenue comparison and pacing against annual targets
2. 02Built all-time sales reporting across six years of deal pipelines, with regional and rep-level breakdowns exported for leadership review
3. 03Traced a loss of active client records to an inactivity workflow that was deleting them, stopped it and restored the records
4. 04Audited live sequences and auto-enrollment to give leadership visibility into what was running
5. 05Scoped pipeline stage changes and workflow automation with the client services team
6. 06Connected Zapier and Mailchimp for data sync and communication

Result

Revenue against target in one executive dashboard, six years of sales history reportable by region and rep, and the deleted client records back in the CRM.

[Next case study · Freedom and Glory Flags NetSuite and website leads wired into HubSpot](https://www.crmwired.com/case-studies/freedom-and-glory-flags)

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- [Shopify + HubSpot](https://www.crmwired.com/hubspot-shopify-integration)
- [Zapier + HubSpot](https://www.crmwired.com/zapier-hubspot)
- [AI agents and Help Desk](https://www.crmwired.com/hubspot-ai-agent)
- [HubSpot audit and cleanup](https://www.crmwired.com/hubspot-audit)

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### Contact

- [abdur@crmwired.com](mailto:abdur@crmwired.com)
- [LinkedIn: CRM Wired](https://www.linkedin.com/company/crmwired)
- [LinkedIn: Abdur Rahim Mostafa](https://www.linkedin.com/in/abdur-rahim-mostafa-302157137/)

© 2026 CRM WiredHubSpot is a registered trademark of HubSpot, Inc. CRM Wired is an independent consultancy.

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