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By
Aman Bhati
6 min
Structured, analyzed, and interpreted data plays a crucial role in the success of a business. With HubSpot sales and marketing reporting you can easily manage and view this data.
HubSpot reporting tools help businesses track their performance, enhance their sales & marketing strategies, and advance their success rapidly. These tools creates graphs and charts to represent raw data in a readable format.
If you want a clear perspective on your business sales, performance, and marketing insights, HubSpot Reporting is for you. In subsequent sections, we will explore which HubSpot Reporting dashboards you should create while monitoring your business’s growth.
Let’s dive in!
HubSpot reporting is an underrated, or we can say underestimated, feature of HubSpot CRM.
HubSpot Sales and Marketing Report is a centralized way to visualize your user’s database in structured graphs. Digital marketers use HubSpot Reports to monitor their website’s digital conversions.
There are two reporting dashboards of HubSpot:
I. HubSpot Sales Reporting
II. HubSpot Marketing Reporting
These dashboards make your organization’s comparison reports, leaderboard, and statistics more accessible and easy-to-read.
Do you want to create a HubSpot Reporting dashboard but don’t know how? No worries; we will see how to create HubSpot Reports in the next section.
If you have a HubSpot Partner in India, they will help you to create HubSpot Reports for your firm.
However, the simplest way to create a HubSpot report is:However, the simplest way to create a HubSpot report is:
Go to your HubSpot account > Reports > Dashboard > Create Dashboard
Click on the Plus Icon to make a new dashboard. You will get a new text box where you can add a relevant name for your Dashboard.
And it’s done! You just created a new HubSpot Reporting dashboard. After that, you can add which reports you want to see for your website.
Let’s see which HubSpot Sales & Marketing Reports one shouldn’t miss to create.
Here are the hand-picked HubSpot Reporting Dashboards to use in 2024 and upcoming years for a better understanding of your business’s sales and marketing:
HubSpot Sales Reporting develops reports regarding a business’s sales and conversions over a defined time period. Marketers can use this report to analyze their business sales based on low, high, how much, and more factors.
In the HubSpot Sales Reporting, you will see:
I. Most converting landing pages of your website
II. Sales performance of your site
III. Sales made by week, month, and day
IV. Recovered abandoned carts
V. Abandoned carts
VI. Customer conversion blogs & pages
VII. Contact conversion blogs & pages
To fully leverage it, you can add more sales metrics to your HubSpot sales reporting Dashboard. Moreover, it provides features like customizable through colour, time, charts, reporting metrics, accessibility, etc., which makes it a must-have HubSpot reporting dashboard.
The HubSpot Marketing Reporting dashboard helps you determine whether your marketing efforts are producing results or causing problems. The outcomes can be visualized in different ways, such as tables, bar graphs, pie charts, etc.
HubSpot Marketing Reporting helps you monitor the following areas:
1. First conversions of your customers
2. Contact’s inbound interactions with your website
3. Sorting contacts by title, source, and day
4. Look at the traffic of particular blogs, landing pages, and other web pages
5. Session time
6. Top blogs and landing pages
7. Web Pages performance
8. Social media campaigns
9. Active marketing campaigns
10. List of email subscribers on a daily, weekly, & monthly basis
In the same way, you can develop dashboards with different marketing reports and reach conclusive outcomes by examining them.
A distinct HubSpot forecasting tool provides forecasts regarding revenue, team progress, etc. However, the forecast tool uses Deal stages by default. Deal forecasting helps forecast your business sales and conversions.
Deal forecasting helps visualize the revenue generated at each stage of the deal pipeline. Revenue is forecasted by multiplying deal stage probability with deal amount.
This HubSpot reporting is specially designed for savvy marketers who want to forecast the future chances of sales & marketing based on different market trends.
Performance assessment uses HubSpot Reporting to access abbreviated sales and marketing performance. It displays the contacts assigned and worked by representatives on your team and the number of deals made, closed, and won.
A recent activity tracker makes it easier to track marketing metrics and measures your team’s recent meetings, emails, calls, notes, and tasks. This reporting helps you stay updated with all website activities.
Data remains an essential asset for a company, and the most important data is your contacts. If their needs are satisfied, each contact can bring a new customer to your business. You can generate new networking opportunities and direct yourself to overcome your weak points.
By using Contact reporting, you can gain detailed insights into contact attributes such as the original source, job title, industry, date of contact, and more.
The report of top landing pages by New Contacts aims to understand the landing page to which most new contacts navigate.
Each landing page has its own purpose and is used for specific marketing campaigns. This report helps you keep track of landing pages that attract and convert the most contacts.
You can easily pick the top-performing landing pages from your website and work harder on low-converting landing pages.
Understanding why users are adding products to carts without proceeding to checkout becomes necessary. The three main reasons could be:
I. The checkout process seems to be extended to be handled with patience
II. Asking for a new account creation
III. Selling of products with higher rates
Through abandoned cart recovery reports, you can analyze the number of abandoned carts recovered or the number of users who abandoned the cart.
Furthermore, you can add filters to sort customers based on your services and products. This report helps you recover abandoned carts by running specific Abandoned Cart Campaigns.
HubSpot reporting allows you to create custom reports according to your business requirements. Each company has its own set of requirements, and through the custom reports feature, they can generate reports accordingly.
Here’s the list of popular Add-ons HubSpot Reporting options that can help with quick report creation:
I. Leaderboard — The leaderboard helps track the team’s progress and check who has closed most of the deals. Through the HubSpot Onboarding process, you can invite all team members and check their work progress.
II. Funnels — This add-on reporting dashboard allows you to identify which stage of the marketing funnel deals aren’t progressing in.
III. Engagements — If your sales target isn’t being met, you can check engagements to monitor whether your sales team is sending enough emails, making enough calls, scheduling enough meetings, etc.
After understanding these HubSpot Reporting Dashboards, let’s see which HubSpot Reporting features are helpful for detailed sales & marketing reporting.
I. Implementing the top 4 best features of HubSpot reporting will help you to analyze your marketing performance deeply. These features are:
II. Adjusting the visibility of reporting dashboards for your team members. You can adjust the visibility of the report depending on its sensitivity
III. Use HubSpot Reporting dashboards as per your business requirements
IV. Adding descriptions to your reports is one of the best practices of HubSpot reporting. You can click on Actions > Add Image/text/video to add a description of the purpose of that report.
V. Setup an email containing the reports to be sent automatically to the client on a decided period of time.
HubSpot Reporting generates accurate reports that show the essential information that marketers or business owners need to monitor their business’s growth.
It also helps you analyze customer behaviour, market trends, etc. You can hire experts providing HubSpot Development Services to help you create, manage, and analyze HubSpot reports for your business.
There’s much more that HubSpot reporting can do. So, please do not underestimate this HubSpot CRM feature, as it helps you to remain attentive to your sales and marketing ups and downs.
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