Special Reports: Incorporate data-driven decisions

What you'll learn

  • The best way to create insightful Reports (Professional Plans or higher)
  • Use the Reports Library, Analytics Reports, Integration, and Custom Reports
  • Reporting with accuracy: How to guide
  • Getting full access to data requires: lists, workflows, integration, forms, inbox automation, teams, and multiple dashboards.
session
19
Lessons
clock
 41 min
Duration

Description

Sales leaders need complete visibility into sales metrics. The marketing team needs similar availability to detect and engage leads who are likely to buy, and management needs access to accurate and complete data to make strategic decisions. In order to focus on different markets or clients, allocate budgets, or expand sales and marketing distribution channels, you don't need an admin or analyst to help you.

You will learn how to use HubSpot's sales reporting in this course. That can provide you with deep insights into your customer journey and sales pipeline, allowing you to accurately forecast performance and coach your team members.


Reporting in HubSpot uses the data in your CRM so that reports are reflective of your sales process and give visibility into your pipeline’s performance. Reports and sales analytics from HubSpot provide you with a single source of truth, so you can spend less time building spreadsheet reports or gathering data from many different sources, and spend more time answering your business's strategic questions.

 

Which reports and dashboards are most popular with companies today?


  • Website Visits & Engagements
  • Marketing Channel Performance
  • Sales Team Performance
  • Email and Chat Overview
  • Lead Generation Activities
  • Company Monthly Dashboard
  • CEO Dashboard
  • Customer Success Overview
  • Service Team Performance
  • Marketing Contacts Monitoring

 

You will learn how to create multi-dimensional custom reports to build multiple sales and marketing dashboards. Create reports based on single objects and cross objects, funnel reports, contact attribution, website activity, and social media activities, and team activity.

 

Course Lessons - 

  • Add Reports to Saved library
  • Add Analytics reports to dashboards
  • Account-based marketing
  • CEO Dashboard
  • Chat Overview Dashboard
  • Customer Success
  • Email Overview Dashboard
  • Lead Generation
  • Marketing Contacts Dashboard
  • Marketing Dashboards
  • Marketing Channel Performance
  • Monthly Dashboard
  • How to create multiple sales dashboards
  • SDR Manager
  • Service Team Performance
  • Service Performance Over Time
  • Services Hub Overview
  • Website Visits and Engagement
  • Website Analytics Dashboard

 

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