HubSpot (SaaS product for sales, inbound marketing, customer service) provides a reporting tool called HubSpot Sales Reporting Add-on. It is a dashboard that makes it possible to visualize different data points at a single interface.
Reporting is an important aspect in running an online business because of hundreds of data points involved, that directly or indirectly affect the digital/online business. Therefore business teams need to see KPIs (Key Performance Indicators) like the number of visits on a website, leads generated by the sales team, the status of the lead (e.g. in consideration Stage or conversion stage), landing page numbers, revenues & profits generated & so on. Overall it becomes very important to have a user-friendly and informative dashboard, to collate all the important data points in one place so that the stakeholders may make data-driven decisions. In this article, we will discuss more about the HubSpot Sales Reporting Add-on.
Table of Contents
Introduction to Hubspot
HubSpot is a SaaS product that offers end-to-end solutions for businesses of all sizes that involve customer relationship management (CRM), marketing & sales hub, content management system (CMS) hub, and services hub. Each component is an extensive solution for the specific purpose it serves.
Below is a short summary of what each of the component does:-
CRM Hub: This is the most important component of HubSpot, described as “Heart & Soul” of HubSpot Software in the official documentation. Its main purpose is to manage leads & contact information.
Marketing Hub: This component provides all the infrastructure for inbound campaigns. It is available in Starter, Professional & Enterprise editions.
Sales Hub: Sales Hub provides all the necessary tools needed to increase the productivity of the sales closure cycle & helps sales team efficiency by making the work simple.
CMS Hub: This is a component where one can create a website & make the user experience very easy for potential customers. Marketers & salespersons can create websites & customize them as well.
Services Hub: This component plays an important role in providing the best customer service experience to the customers. It is available in Starter, Professional & Enterprise editions.
To summarize, HubSpot is an extensive platform that provides all the necessary tools that can make businesses grow through blogging, social media, SEO, e-mail marketing, landing page optimization, marketing automation, and detailed analytics of all the involved platforms.
For further details of each component, please have a look at the Official Documentation.
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HubSpot Sales Reporting Add-On
Why Create Dashboards?
Reporting dashboards provide the flexibility of selecting the KPIs/content that needs to be shown on the dashboards. Dashboards using HubSpot Sales Reporting Add-On can be set up in different ways depending on the requirements of the teams/departments.
Dashboard for Sales Team
As the name suggests, it is the dashboard set up for the sales department to see all valuable information that they need.
Dashboard as per Different Roles
In the case of a team, different roles & responsibilities are assigned to different individuals within the team. Each of them would want to see information (on the dashboard) as per their relevant need. For example, a person responsible for SEO & a person responsible for campaigns needs to see different parameters on their respective dashboards to keep track of their individual performance.
Dashboard for Managers
As one goes up in the hierarchy, the spectrum of data broadens, for example, stakeholders & managers need to see the bigger picture to make decisions. So, they might need their dashboards to be customized to see high-level information of each department. Hence, their dashboards are usually less cluttered but contain very meaningful information that can highly affect the businesses.
Therefore, there is a need for different types of dashboards with the flexibility of easy editing & at the same time providing interactive statistical modeling and graphs. HubSpot Sales Reporting Add-On provides all these features to help the users. Let’s move on to setting up the first dashboard through HubSpot Sales Reporting Add-On.
6 Steps to Create a Dashboard using HubSpot Sales Reporting Add-On
- Click on the Reports Dashboard on your HubSpot account page as shown below
2. As you click, you will see a few sample dashboards available. On the left side, you can see different sections as discussed above.
3. This page is known as “Dashboard Library” which shows different sample dashboards to import & gives you an option to create a dashboard from scratch as per the requirement. You can find a number of sample dashboards available when you scroll down the page.
4. To create a new dashboard, click on the + Sign.
5. Click on create dashboard after mentioning the dashboard’s name & who would you want to give access to
6. This is a page that appears as you click on “Create Dashboard”
The essence of this dashboard in HubSpot Sales Reporting Add-On is that it provides a number of templates to choose from. For this article, let us add a sample report (data) to understand the functionality.
Click on “From the report library”.
On the left, you can see a lot of parameters for which you can get reports. You can also create a report from scratch for your brand (if needed). For this article, let us take the “Ad clicks by social network” report.
Add to the existing dashboard, just created.
After the report has been added to the dashboard, it shows sample data as per the availability.
If you want to import the existing dashboard, just import the existing dashboard. The image below shows the Marketing Channel Performance.
Similarly, you can add any report as per your need to the existing dashboard. The diagram below shows the report builder to build the custom report & add the dashboard (A feature available in the premium version).
Image source: https://blog.hubspot.com/customers/new-reporting-add-on
If you need further details about dashboard settings & setup process, Official Documentation can be very helpful.
Overall, the detailed reporting feature of HubSpot Sales Reporting Add-On and drag & drop detailed dashboard creation makes HubSpot a very powerful tool for online businesses both at the small & enterprise level. Hubspot pricing options along with comparison are available on the following link.
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Share your experience of creating dashboards using HubSpot Sales Reporting Add-On below.