Cut weekly commission report prep from 4 hours to 30 minutes and give every agent an accurate production summary every Monday without any manual work.
~4 hrs
Saved / wk
Easy
Setup
No AI
AI
Pull your agents' closed deals from HubSpot into a Looker Studio report that calculates commission owed and production totals for each agent—automatically, every week. You stop spending half a day each Friday in Excel and your agents get their numbers first thing Monday morning.
~4 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: In HubSpot, make sure every closed deal has a policy type, premium amount, and assigned agent field—use a deal stage automation to ensure these are always filled in.
Step 2: Connect HubSpot to Google Sheets using Make so every newly closed deal is appended as a row with agent name, premium, and commission rate.
Step 3: Build a Looker Studio report on top of that sheet with per-agent production totals and commission calculations, then schedule an automatic weekly email to each agent every Monday at 8 AM.
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See PlansHubSpot gives your business one place to manage marketing, sales, and customer service — instead of juggling five or six different apps. You get a free CRM (customer relationship manager) that tracks every contact, email, and deal in one view. Over 278,000 companies already use it, from solo founders to mid-size teams. The free plan is genuinely useful. You get contact management, email marketing (up to 2,000 emails per month), live chat, basic bots, forms, and reporting dashboards — no credit card required. When you're ready for more, the Starter plan begins at $9 per month per seat, which adds automation and removes HubSpot branding. Here's the catch: the jump from Starter to Professional is steep. Pro starts at $800 per month plus a mandatory $3,000 onboarding fee. That's a big leap for a small team. But if you're growing fast and need advanced workflows, lead scoring, and social media tools, it can replace three or four separate subscriptions and actually save you money.
Google Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
Looker Studio is best for small business owners who already use Google Analytics, Google Ads, or Google Sheets and want to turn that data into clear, visual dashboards. It's a free web-based tool that lets you pull data from dozens of sources and build reports you can share with your team or clients. You don't need to know how to code — drag-and-drop controls make it approachable for non-technical users. The catch is that getting data from non-Google sources often requires paid third-party connectors.
