Setting Up HubSpot Reports: An Easy Guide

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HubSpot is a great tool for sales and marketing. Enterprises can use HubSpot to automate most of their activities related to sales and marketing. HubSpot can also help them evaluate the performance of their marketing efforts and the number of sales made over a particular period of time. HubSpot is also a good tool for evaluating the performance of digital marketing ads to know where changes and improvements are needed. 

With HubSpot, you can create a Dashboard that will help you do most of the activities in one space. Such a Dashboard will also make it easy for you to visualize various types of data regarding your business. This will make it easy for you to interpret data correctly and make the right decisions regarding sales and marketing for your products. In this article, we will be discussing how to set up sales and marketing HubSpot Reports in Dashboards.

Table of Contents

Understanding HubSpot

HubSpot Logo
Image Source: https://www.hubspot.com/style-guide

HubSpot is a tool that businesses can use to communicate with their customers, evangelists, and leads. HubSpot comes with many tools that businesses can use for sales, service, and marketing. These tools can also help businesses to host their websites and landing pages, create email sequences and blogs, and manage their interactions with leads and customers. Businesses can use HubSpot to analyze the success of their marketing campaigns and track the behavior of their users. It comes with a drag and drop functionality that enterprises can use to create their websites. This will save them from hiring a designer or IT support to have a functioning website for their business. 

You can use HubSpot’s website builder to personalize content for every web visitor and publish mobile-friendly content. HubSpot has a tool for discovering, tracking, and organizing keywords that drive organic search results. Use HubSpot to measure clicks, impressions, and ROI (Return On Investment) from your digital ad campaigns. It is a good tool for creating personalized email marketing campaigns and tracking their performance. When using HubSpot, a lot of data is generated. This data is a rich source of information that businesses can use for decision-making. In this article, you will learn about creating Dashboards and HubSpot Reports.

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Prerequisites

This is what you need for this article:

  • A HubSpot Account. 

Steps to Set Up a Sales & Marketing Dashboard in HubSpot

You can use a Dashboard to organize related HubSpot Reports into one view. HubSpot also lets you create different Reports for different Reporting purposes, share Dashboards with other HubSpot users, and clone the current Dashboards so as to stay organized. You can also create new Dashboards and customize their Reports to meet your personal needs. 

To share a Dashboard with other HubSpot users, you simply have to change its visibility. Super admins and users granted permissions on HubSpot Reports and Dashboards can view and edit the Dashboards regardless of the ownership or visibility. 

To create a sales and marketing Dashboard in HubSpot, follow the steps given below:

Step 1: Log into your HubSpot account. 

Step 2: Click “Reports” then choose “Dashboards”. 

Hubspot Reports and Dashboard
Image Source: Self

Step 3: You will be taken to a new window with ready Dashboards and an additional option of creating a new Dashboard. Click the “+ Blank Dashboard” button. 

Choosing a Blank Dashboard.
Image Source: Self

You can also decide to use the Dashboard templates provided on the window. After choosing a Dashboard, click “Next” and it will be opened. 

Step 4: A new window will be there on the right side of the screen. Provide a name for your Dashboard in the “Dashboard name” text field. Also, choose who to access the Dashboard, whether it’s you the owner alone or everyone. 

If you choose “Everyone”, choose whether they can view and edit or view only.

Creating a Dashboard
Image Source: Self

Step 5: The Dashboard will then be created and opened. 

Steps to Add HubSpot Reports to Your Dashboard

Now that the Dashboard is ready, you can go ahead and add a HubSpot Report or Reports to it. 

Follow the steps given below:

Step 1: Make sure that you are within the new Dashboard that you’ve created. 

Step 2: Click the “Add Report” drop down button shown on the top right corner of the screen. You will be presented with 3 options as shown below:

Adding Reports.
Image Source: Self

Step 3: If you need to add a Report from the HubSpot Reports that you’ve already created, choose the “From my Reports” option. 

Step 4: “All Reports” tab with different Reports will load up. You will see a search bar that you can use to search for a Report. Identify the Report that you need to add to your Dashboard and click its checkbox on the left to activate it. Add it to your Dashboard. 

Step 5: To choose a Report from the Report library, choose the “From the Report library” option. 

Step 6: Identify the HubSpot Report that you need to add to the Dashboard and click the “Save Report” button. 

Saving the Reports.
Image Source: Self

Step 7: Choose the Dashboard to which you need to add the HubSpot Report, then click the “Save & add” button. 

Saving the Reports
Image Source: Self

Step 8: To create a new HubSpot Report and add it to your Dashboard, choose the “Build a new Report” option. Step 9: Choose the property that you want to Report from the navigation pane on the left. Make the appropriate selection on the middle window and click the “Next” button on the top right corner of the screen.

Choosing Attribution for Report
Image Source: Self

Step 10: Go through all the necessary steps as directed through on-screen instructions and the HubSpot Report will be added to the Dashboard. 

Limitations to Creating Dashboards and Reports in HubSpot 

The following are the challenges associated with sales and marketing HubSpot Reports/Dashboards:

  1. A lot of time is needed to clean and import data from other platforms. Instead, you can simply use an ETL tool for this purpose.
  2. It’s impossible to generate HubSpot Reports from real-time data. HubSpot doesn’t provide a mechanism to import data from other platforms in real-time. 
  3. It is really hard to move your HubSpot data into an analysis platform. Though HubSpot provides some APIs, it is a really complicated process to set up.

Conclusion

In this article, you learned about HubSpot. You also how to set up sales and marketing HubSpot Reports and Dashboards. Hubspot provides a load of tools for your marketing and sales needs. Though it has some great features to create Dashboards the challenge is importing and exporting data in HubSpot. Use Hevo to move your data from HubSpot to a Data Warehouse of your choice. 

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Nicholas Samuel
Technical Content Writer, Hevo Data

Skilled in freelance writing within the data industry, Nicholas is passionate about unraveling the complexities of data integration and data analysis through informative content for those delving deeper into these subjects. He has written more than 150+ blogs on databases, processes, and tutorials that help data practitioners solve their day-to-day problems.

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