Unlike the analytics tools, which allow for more specific exploration of data, HubSpot reports provide readable summaries that help businesses make sense of their data and understand how they are performing in different areas. Some of the different types of reports are listed in the HubSpot Dashboards section of this guide. HubSpot reportsĭefault reports in the areas of marketing, sales, and service are provided by HubSpot. Let’s take a look at each type, one by one. When it comes to HubSpot’s built-in reporting tools, there are three different categories: 1) reports, 2) analytics tools, and 3) dashboards. While purchasing the reporting add-on does improve things, third-party tools are also a great way to superpower your HubSpot reporting (again, more on that later). While this brings the majority of your marketing and sales data under one roof, there are still some limitations to HubSpot’s reporting capabilities, which we’ll address during this article. One of the benefits of HubSpot is that it can be used as an all-in-one sales and marketing platform that combines your CRM and marketing software. By staying informed of both marketing and sales data, marketers are able to “ close the loop” and understand what happens with the leads that were passed onto sales. HubSpot reporting allows you to follow the end-to-end experience of your customers. To learn more about reporting as a whole, take a look at our ultimate marketing reporting guide. In this guide we’ll be focusing on HubSpot reporting, but that’s just one aspect of marketing and sales reporting. Deciding on which metrics to track all starts with figuring out what your goals and objectives are, as well as which metrics best demonstrate return on investment (ROI). You can choose your specific sections based on what kinds of metrics are important to your marketing and sales teams. These include: Summary, traffic metrics, engagement metrics, conversion metrics, and business impact metrics.
One report will almost always look different from another, but they’ll typically be split up into a few main sections. Marketing and sales reporting is the process of measuring progress, showing value, and identifying actionable steps to improve performance and meet your goals. Choosing the right additional HubSpot reporting toolsīefore jumping into HubSpot reporting, let’s start with a quick primer on marketing & sales reporting… What is marketing & sales reporting?.
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To do this effectively, you need a clear overview of how all your campaigns, initiatives, and assets are performing.
HubSpot is a great platform for marketing, sales, and service teams that want to grow their business.
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