How to manage Data Reporting with HubSpot Reports and Dashboards tool?

When running a business, reports play a major role in decision making, performance evaluation of employees, locating a problem, planning marketing activities, sales forecasting, and much more.

A business cannot do well if the data is not properly maintained and reported. All these analytics help organizations to empower their team and understand the loopholes more efficiently. 

All thanks to HubSpot, a comprehensive CRM platform. It offers everything you need to run a business more effectively as it has its own robust reporting system. Surprisingly, it continues to make its reporting process more efficient and easier.


Everyone can see your business reports both in data form and visualization form to have a more clear and meaningful view. 

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Having a proper understanding of your assets, initiatives, and campaigns will help you better understand what things the audience likes or needs to be improved. And analyzing the reports is one of the best ways to do that.

Are you excited to know more about the HubSpot reports and dashboards? This article is for you. 

Now, without any further discussion, let's see how the Reporting and Dashboards tool works in HubSpot and how you can leverage it for data reporting to the fullest. 

HubSpot Reporting and Dashboard Tool

Let's begin… 

Report Library

HubSpot's report library contains around 190 pre-build reports, out of which 94 are customizable. Here, you can select any of the entities like deals, ads, meetings, calls, contacts, companies, etc., on which you want to have a report. Furthermore, you can choose the pre-built reports accordingly. 


Steps to create a Report in the HubSpot Report Library

Follow the below-mentioned steps to create a report in the HubSpot report library- 

Step-1 Navigate to Reports > Reports in your HubSpot account

Step-2 Select the 'Report library' in the upper right corner

Step-3 Select the entity from the left side

Step-4 Now, select which report you want for your reporting.

Step-5 Now, it's time to save the report. Click 'Save report' or to edit the report by clicking 'Edit in the builder.'

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Custom Report Builder 

With HubSpot's custom report builder, you can easily create custom reports with more flexibility in analyzing the objects and activities in your HubSpot account. It also lets you import data using custom objects and then integrate apps from the HubSpot App Marketplace to make the custom report builder even more powerful.


Steps to create a Report with a Custom Report Builder

Depending on the kind of subscriptions you have, you can create the following type of custom reports:

Single-objects and Cross-objects Reports

With the single-objects report type, you can create a report for a single object, and with the cross-objects reports type, you can analyze the relationships between two objects.

Funnel Reports

With the funnel reports, you can analyze the conversion rates between stages, whether they are in a lifecycle or a deal pipeline or in a custom event funnel.

Custom Report Builder

With a custom report builder, you can analyze multiple data sources across HubSpot. In custom report builder, you can surface data from marketing and sales activities and objects that are impossible with other HubSpot reports. 

Contact Attribution Report

These reports help in measuring the sources, assets, and interactions that impacted a lead generation strategy.

Deal Create Attribution Report

These reports help in measuring the sources, assets, and interactions that impacted the deal generation strategy.

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HubSpot Analytics Tools

With the help of HubSpot reports, you can compile and organize the data that you've collected, but with HubSpot analytics tools, you can drill into your data a bit further and analyze each campaign more efficiently. Also, it will help you better understand the marketing trends and customer behavior to improve your marketing effectiveness. 

Importance of HubSpot Analytical Tools 

Let's have a look at some important analytical tools that HubSpot offers.

Traffic Analytics

With HubSpot's traffic analytics tool, you can view your website's traffic data. Through this HubSpot tool, you can know traffic sources, topic clusters, pages, UTM parameters, browser, device type, country, and many more.

If you want to analyze traffic on an external website, then you have to install your HubSpot tracking code on your website. Moreover, you can also filter the traffic data by time range and frequency and even save it as a report.



Campaign Analytics

HubSpot's campaign analytics tool helps you to analyze the performance of the campaigns you are running in your HubSpot account. It allows you to filter out the data with date range and frequency and analyze that in the form of chart and tabular form.


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Sales Analytics

HubSpot's Sales Analytics tool will show you the most relevant sales reports. It will help sales managers and team members to measure their performance. 

With this tool, you can derive these reports on the basis of Coach Reps and Teams, Forecasts & Pipelines, and Deals.


How can Marketers utilize HubSpot Reporting?

Due to the easy accessibility of HubSpot reporting tools, marketers can save a lot of time besides improving the performance of activities.
Have a look at the below principles for better utilizing HubSpot- 

  • Can analyze HubSpot data in a spreadsheet
  • Can easily blend HubSpot data with other marketing data
  • Can produce multi-portal HubSpot reports
  • Can automate HubSpot reporting

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The final Say 

HubSpot reports can act as a valuable asset if used effectively. You can easily understand the performance of your campaigns and can work accordingly.

Hopefully, the above points will help you better understand how you can utilize HubSpot reporting and dashboard tools in the best possible way. 

Still, if you have any query, or want HubSpot experts assistance for free, contact us now!

Frequently Asked Questions

How do I use HubSpot reporting?

To use HubSpot reporting, start by going to the Reports section in your HubSpot account. Click "Create report" in the upper right. You can choose a report template from the selection, and you can filter the options based on your needs by selecting the Tool and Visualization in the left panel. This way, you can create and customize reports according to your requirements, helping you analyze and track data effectively.

What is a dashboard reporting tool?

A dashboard reporting tool is like a visual report card for your business. It takes important data from various reports and turns it into easy-to-understand charts and graphs. These visuals help you quickly see how well your company is doing. It's like a dashboard in a car – it shows you the essential information you need in one place, making it easier to make decisions and understand your business's performance.

How do you manage data dashboard?

To effectively manage a data dashboard, consider these best practices. First, ensure the data is relevant to your goals. Next, focus on using strategic and measurable metrics that matter. Keep your dashboards tidy and uncluttered for clear insights. Monitor data you can act upon to drive improvements. Also, apply the 'at-a-glance' test; information should be instantly understandable. Organize your metrics in a grid for visual clarity. Finally, utilize dashboard filters for enhanced customization and user experience. By following these practices, you can harness the power of your data dashboard to make informed decisions and drive business success.

Why is HubSpot reporting important?

HubSpot reporting matters because it helps you understand your audience, like leads, prospects, and customers. It reveals what they like and what drives them. This knowledge is invaluable for creating better marketing strategies and aiding your company's growth. It's like having a constant source of inspiration to shape your future campaigns and make them more effective.