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You can choose to report on a certain segment of your database by choosing a specific marketing list or a CRM view or filter your report based on any timeframe – weekly, monthly, quarterly, yearly, rolling date range or a custom date range.ĥ) The helpful graphs, charts and data visualizations If you use the HubSpot CRM, this will work with both the marketing and sales data. Deals funnel – this will show the conversion rate of deals through each deal stageĬustom reports can incorporate any number of criteria, in fact you can use any piece of data from your entire HubSpot database.Contacts Funnel – this will show the conversion rates of contacts through various sales cycle stages.Engagements – this will show how your sales team interacted with their potential customers.Deals – this will pull in data from your CRM if it’s connected.Companies – this will build a report based on the number of accounts in your database.Contacts – this will build a report based on the individuals in your database.In the custom report builder you can choose from six different types of reports:
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The Reporting tool really begins to shine when you start creating customized reports. You can use these report templates, or edit them if you’d like to measure a certain list, change the date range or make any other change to the reporting criteria.Ĥ) The ability to create completely customized reports There are sales reports to help you measure your prospecting activity and your deal flow while the marketing reports focus on contacts and companies. The report templates are organized by two categories – sales and marketing. Within each customized dashboard you can add several types of reports, including:Īs you’ll see in the Marketing Team Dashboard example shown below, with the Reporting add-on you can get all of your sales and marketing reports in one beautifully designed, centralized dashboard view.ģ) The pre-built reports that help you get startedĪs you set up the tool you’ll be able to choose from over 20 pre built reports. The Reporting dashboard is much like a digital bulletin board – a place to pin all of your most important sales and marketing reports.
CUSTOM REPORT BUILDER HUBSPOT FULL
No matter if you oversee one marketing channel, one sales pipeline, or manage a full sales or marketing team, the dashboard will be applicable regardless of how advanced you are. One of the most brilliant aspects of the new HubSpot Reporting tools is how flexible it is for pretty much anyone, in any organization. Here are 6 features of the new Reporting tool that HubSpot customers are excited about:ġ) The usefulness for everyone in sales and marketing
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CUSTOM REPORT BUILDER HUBSPOT SOFTWARE
Rather than switching between various tabs, software tools, account log-ins and interfaces, you’ll have one login, one username and one password to access all of your sales and marketing reporting needs. With the HubSpot Reporting add-on anyone from marketing or sales will be able to create a customized dashboard that tracks all of the key metrics they are accountable for as well as their progress towards their goals. HubSpot Reports is a central dashboard that combines all of your marketing and sales reports into one interface. The announcement during today’s keynote at the INBOUND conference in Boston was met with great excitement from the crowd of more than 10,000 inbound marketers. HubSpot customers have been asking for better reporting capabilities and that is exactly what the new Reporting tool delivers. The Reporting add-on allows every HubSpot user in your company to create a customized reporting dashboard that highlights the metrics that matter most to them. This is exactly why HubSpot customers are so excited about the new Reporting too. There is never really one metric that accurately sums everything up, instead there are typically quite a few key performance indicators (KPIs) to consider. On top of this, reporting continues to become more complex as your company grows and expands into more sales verticals. Inbound marketers need to be reporting on everything they do from the number of leads they have generated, to the conversion rates of their landing pages, and the revenue their efforts have resulted in. Even with all of the analytics tools we have at our disposal, reporting continues to be a challenge.