Increase business efficiency with HubSpot Reports & Dashboard Features

HubSpot is an excellent platform for marketing, sales, and customer support teams looking to streamline their operations. However, with the scaling of your business, you might find it difficult to get a clear picture of all your marketing campaigns, as they might be spread across numerous platforms.  

You'll need a comprehensive overview of how all of your marketing campaigns, projects, and resources function before making any marketing strategy and decisions. This is where HubSpot Reporting becomes the perfect solution for this type of scenario.  

What Is HubSpot Reporting? 

Before moving any forward, let's understand what HubSpot Reporting is.

Well, HubSpot is a growth platform for businesses to perform all the activities for attracting, converting and delighting customers. The reporting features in HubSpot pulls all the information from the marketing, sales and service hubs in HubSpot CRM and provides you business insights to get a 360-degree picture of all your business initiatives. 

Once your reports are set up, you can visualize the incoming data without any hassle of refreshing, cloning and updating the reports. 

HubSpot Reporting has a lot of in-built features and templates, so you should have a clear understanding of their functionalities to get the most out of HubSpot reporting. In this article, I am going to discuss all the intricate details of the HubSpot reporting solutions and how it can be beneficial for your business in the long run. 

What Do We Mean by Marketing and Sales Reporting?

To get any results in your business, first, you have to get your reports straight, else there will be a lot of miscalculations.  

The practice of monitoring progress, demonstrating value, and finding practical ways to enhance productivity and accomplish your goals is known as marketing and sales reporting. 

There are a lot of different types of reports, but you can set them into some general categories.  

Some of them include synopsis, traffic numbers, engagement analytics, conversion rate, and ROI. You can customize your segments based on the indicators that are most essential to your marketing and sales departments.

What Is HubSpot Reporting?

The HubSpot platform has a comprehensive approach while reporting marketing and sales data. This will give you a complete overview of the customer experience in your sales funnel from beginning to end. Moreover, this will help you to properly identify the factors which are propelling most of your visitors toward the funnel.

Apart from that, HubSpot has an edge over other marketing analytics solutions because it's an all-in-one CRM platform with a lot of in-built tools, especially making marketing strategies.  

When it comes to HubSpot reporting structure, it has three Sub-categories: -

1. HubSpot Reports

HubSpot has default templates for reporting your sales and marketing data. You can access these reports from the library section available under Reports section. You can customize its elements depending on your requirements, or you can also a create an all new custom report from scratch to meet your custom business requirements. HubSpot reporting tools will give you compact and to-the-point segments of data, which will make it easier to comprehend. You can view these data in the dashboard of this HubSpot reporting tool. At the end of the day, if any data doesn't make sense to you or your team, you can't rely on this info to make important marketing decisions.

Having said that, most of the customizable features of HubSpot reporting come with the add-on versions. If you are already using any of the HubSpot's Pro or Enterprise plans, the HubSpot reporting features are already available to you under Reports section.

The reporting add-on from HubSpot is a complementary product that will cost you around $200 every month. The main features of this add-on are that it provides a united dashboard for all your marketing and sales data. These features can help your marketing department to stay updated will all the minor changes occurring in your metrics. This add-on product allows you to make around 200 types of dashboards along with 2000 types of unique customized reports. 

2. HubSpot Analytics Tools

Dealing with heaps of raw data is quite a hassle, which makes it difficult to bring out the essence and meaning of those datasets. The HubSpot analytic tools can be of great help in these types of scenarios. On top of better organization and management, you will have a much deeper understanding of your own data. All of these can greatly enhance your efficiency in your marketing strategies. Let's talk about some of the most important analytics tools in the HubSpot reporting solutions: -

Analytics Tools 

The analytics tools keep a detailed record of the behavior of your web traffic. Having a better knowledge of your regular visitors, you better tailor your marketing tactics according to their taste. Some of the things you can track using these analytic tools are: -

  • Where do your customers come from? 
  • How are your subject clusters performing on your website? 
  • How UTM attributes are affecting your traffic analytics?

You can also examine data on KPIs like conversion ratios, potential clients, and real-time monitoring of your page views. 

Website Analytics  

The website analytic tools will give you a detailed summary of the performance of your website. You can know everything about your website within a certain time frame. Some of the common parameters are mean time spent, the number of clicks, bounce ratios, conversion ratios, and much more. 

Ads

This feature allows you to monitor the performance of your ads across numerous platforms. To have everything under one roof, you can integrate Facebook, Linkedin and even Google to monitor any ads you might have posted on these platforms. Some of the important metrics that you can monitor are the number of impressions, click-through rate, viewers, and many more. You can also view them in your dashboards, where the data can be presented in a graphical form to give you a better understanding of your performance. 

Marketing Analytics

As the name suggests, it can give you detailed info about all your marketing campaigns. You can view these analytics over 5 different categories: -

  • Influenced contacts 
  • Sessions 
  • New contacts 
  • Influenced deals 
  • Influenced revenue

Using this tool, you can get a detailed performance report on every small element starting from call-to-actions to blog views and even monitoring the performance of your social media engagements.  

3. HubSpot Dashboards 

The HubSpot dashboard is probably the most intriguing feature of this HubSpot reporting solution. These dashboards can offer small chunks of info that are easy to comprehend. You can get a brief idea about all your campaigns and reports just by going through your HubSpot dashboard once.  

HubSpot has some standard default dashboards directed toward sales, customer service as well as marketing.   

Marketing Dashboards  

Its default marketing dashboards can give you a brief report on your marketing initiatives which could be spread across ten different reports. Some of the common KPIs used in these reports are page visitors, engagements, and conversions ratios. 

Sales Dashboards  

The sales dashboard gives everything you have to know about your sales initiatives. You can see five major metrics in this dashboard: deal projection, deals closed vs. objective, workforce participation, overall sales, and effectiveness of your strategies.  

Service Dashboards  

The service dashboard can give you detailed insights about the descriptions of our ticket, knowledge base, and the performance of your client response.  

These dashboards are highly customizable and can hold up to ten different reports. You can easily remove or add any type of report, which might give you a better insight into your performance.  

Benefits of HubSpot Reporting 

Until now, I have discussed a lot of features and functionality of the HubSpot reporting solutions. Now, let's go over some of its benefits, and why you should opt for this solution in the first place? 

  • You can't rely on only one type of report to judge your overall performance, so having the accessibility of various customizable reports and dashboards is a major plus point of the HubSpot reporting solutions.  
  • HubSpot reporting allows you to blend all your marketing and sales data under a single roof. Therefore, you can perfectly judge your user experience and their behavior by observing the performance analytics of your reports. 
  • From a marketing perspective, every little detail and attribute matters while creating a report. Since these reports are highly customizable, you can add a number of attributes according to the type of your business which can give you a better understanding of the performance of your initiatives.  
  • Apart from the basic features, you can also avail the add ons which gives you more access to the customizable options. You also can view more reports at a time, all under a centralized dashboard. 

How To Tap into the Full Potential of HubSpot Reporting?

HubSpot reporting is quite a wholesome solution, however, it has some limitations to its efficiency. You can fill these gaps using some third-party tools, to speed up your operations. So, what should you do to improve the efficiency of HubSpot Reporting?

Train Your Staff

Apart from its range of products, HubSpot offers a comprehensive training program that covers all the topics around inbound marketing and also regarding sales.  

In various inbound fields, you and your entire staff could get HubSpot certifications. These certifications can subsequently be displayed on their LinkedIn accounts. This will also help you to build trust among your visitors. You can also provide educational links about the HubSpot CRM platform to your employees, which they can view in their own free time.  

Integration of Your Tools 

HubSpot is compatible with around 200 applications, so you should integrate them to get everything under one roof.  

It will be way easier for you to keep an eye on all your integrations and have everything at your fingertips, rather than having to go through different applications and programs to obtain the data or resources you require. HubSpot addresses this problem by merging with key marketing and sales platforms, along with some of the smaller programs like emailing tools, advanced analytics, and some project management solutions. 

Using HubSpot's Campaign Tracking Features

You do not have to develop a campaign to use HubSpot, and most businesses are so enamored with the platform's other features that they usually forget about campaign tracking functionalities.  

However, working with campaigns has significant advantages, particularly in terms of reporting. A campaign can be attached to any blog, landing page, or any social marketing post. While using it, you will get a bird's eye perspective of all your moving elements, and you can also analyze them side-by-side in the campaign dashboard.

HubSpot Reporting

The HubSpot reporting feature is currently one of the best in the market. HubSpot allows you to create your own unique dashboards or reports, that will help you see the KPIs the moment you enter the platform. You could use a variety of parameters to gather the exact facts you need to dig further or create bespoke reports. You can get a brief overview of your elements by just giving a glance at your dashboard.  

HubSpot's reporting tool can instantly produce customizable charts and graphs. You can distribute them to your coworkers and utilize them to produce detailed updates, on a regular basis. 

Final Thoughts 

If you want to stay on top of your data and metrics, then you have to find ways to optimize your HubSpot reports. Make sure to go through all the features of HubSpot reporting, and understand which third-party tools might be perfect to complement your HubSpot reporting model. Keep an eye on your data, and make regular changes to see which metrics are working better. If you can keep your reports straight, then each of your decisions can add a lot of value to your business.