HubSpot Reporting: Advanced Features for Seasoned Users

Making smart choices based on data is key for any business. HubSpot, a popular tool for marketing and sales, helps companies do just that. It offers many different ways to look at data and create reports.

This article will show you how to use HubSpot’s advanced reporting and features to boost your business.

Why Advanced Reporting Matters

Basic reports are good, but advanced reports are even better. They give you a deeper look at how your marketing and sales efforts are doing. With advanced reports, you can:

1. See patterns in your data more easily.
2. Make better plans for your campaigns.
3. Understand your customers better.
4. Prove that your work is paying off.

Advanced features in HubSpot let you do all this and more. They help you make smarter choices and get better results.

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Essential HubSpot Reporting for Marketing

Before we dive into advanced features, let’s look at some important reports:

1. Traffic Analytics Report. This one shows where your website visitors are coming from. It tells you if they found you through Google, social media, or ads.
2. Landing Page Performance Report. This report shows how well your landing pages are working. It tells you how many people have visited these pages and how many have become leads.
3. Contact Analytics Report. This helps you understand how people interact with your business. It shows you things like when they’ve visited your site or opened your emails.
4. Email Performance Report. This report tells you how well your email campaigns are doing and how many people are opening your emails and clicking on links inside them.

Advanced HubSpot Features and Reports for Seasoned Users

HubSpot has some really cool tools and reports that help marketers and salespeople do their jobs better. Let’s look at some of these:

Important Features

1. Sales analytics. This tool shows how well your sales team is doing. It tells you how many deals they close and how much money they bring in.
   
2. Custom report builder. It lets you make your own reports. You can choose what information to include and how to show it.
3. Custom dashboards. You can create special screens that show important information at a glance. These update automatically to always show the latest data.
   

Advanced HubSpot Reporting

• Attribution reports. These show you how people become customers. They don’t just tell you the last thing a person saw before buying. Instead, they show you everything that helped along the way.
  • You can see which parts were important, and when.
  • It shows if something helped at the start, middle, or end of a customer’s journey.
  • You can make your own rules about what counts as important.
• Custom behavioral event reports. These let you look closely at what people do on your website or with your product. Instead of just big numbers, you can see specific actions people take.
  • You can choose what actions to track, like “Watched a Video” or “Put Items in Shopping Cart.”
  • You can see how different groups of people use your stuff.
  • It shows where people stop using your website or product.
  • You can compare how new users act versus old users.
• Contact lifecycle funnel. It shows how people go from just knowing about you to becoming loyal customers.
  • You can see how many people move from one step to the next.
  • It tells you how long people usually stay at each step.
  • You can spot where people are getting stuck, annoyed, or leaving.
  • You can compare how different types of people move through the steps.
• Revenue reports. Revenue reports show you how much money your marketing is making. They connect your marketing directly to the money coming in.
  • You can see which ideas are making the most money.
  • It helps you figure out how much each customer is bringing in sales.
  • You can estimate the lifetime value of a customer.
  • You can track how close you are to your revenue goals and forecast potential future earnings.

To use these features and reports well, try these tips:

• Study them closely to spot new trends.
• Use what you learn to make your marketing and sales better.
• Mix information from different reports to get a full picture.
• Change the reports to match what’s important for your business.
• Share what you learn with your team so everyone can make smart choices.

Setting Up Custom Reports

Custom reports in HubSpot are super useful because they let you see exactly the information you want. It might seem tricky at first, but HubSpot makes it pretty easy. Let’s go through the steps in more detail:

1. Find the Reports Section:
   1. Log into your HubSpot account.
   2. Look for the “Reporting” option in the main menu. It usually has a graph icon.
   3. Click on it to open the Reports dashboard.
2. Start a New Custom Report:
   1. In the Reports dashboard, look for a button that says “Create report” or “New custom report”.
   2. It’s often a big, colorful button that’s easy to spot.
   3. Click on this button to begin making your new report.
3. Choose Your Data Type:
   1. HubSpot will show you different types of data you can use, like contacts, companies, deals, or tickets.
   2. Think about what kind of information you want to see in your report.
   3. Click on the data type that matches what you need.
4. Select Your Properties:
   1. Properties are pieces of information about your data. For contacts, it could be things like name, email, or location.
   2. You’ll see a list of all the properties you can use.
   3. Click on the ones you want to include in your report.
   4. You can usually search for properties if you can’t find the one you want.
5. Group and Filter Your Data:
   1. Grouping lets you organize your data. For example, you could group contacts by their city.
   2. Filtering helps you focus on specific information. You might only want to see contacts from a certain country or demographic.
   3. Look for options that say “Add group” or “Add filter” and click on them.
   4. Then choose how you want to group or filter your data.
6. Choose How to Display Your Data:
   1. HubSpot offers different ways to show your data, like bar charts, pie charts, or simple tables.
   2. Think about the display that’ll make your information easiest to understand.
   3. Click on the display type you want to use.
   4. You can always change this later if you decide you want a different look.
7. Save and name your report:
   1. Once you’re happy with how your report looks, it’s time to save it.
   2. Look for a “Save” button, usually at the top or bottom of the page.
   3. Click on it, and HubSpot will ask you to give your report a name.
   4. Choose a name that will help you remember what the report is about.
   5. You can also add a brief description if you want to give out more details about the report.
8. Making changes later:
   1. Don’t worry if your report isn’t perfect the first time. You can always change it later.
   2. To edit your report, find it in your list of reports and click on it.
   3. Look for an “Edit” button, which will let you make changes.
   4. You can add or remove data, change how it’s grouped or filtered, or pick a different way to display it.

Extra Tips

• Start simple. If you’re new to custom reports, begin with just a few pieces of data. You can always add more later.
• Use the preview. As you’re building your report, HubSpot usually shows you a preview. This helps you see if it looks right.
• Ask for help. If you get stuck, HubSpot has lots of helpful articles and videos. You can also ask your team if anyone has experience with custom reports.
• Practice makes perfect. The more reports you make, the easier it gets. Don’t be afraid to experiment!

Sharing and Collaborating on Reports

HubSpot makes it easy to share your insights with others. You can:

1. Email reports to team members.
2. Schedule regular report emails.
3. Share dashboards with your team.
4. Export reports to PowerPoint or Excel.

Overcoming Challenges in Advanced HubSpot Reporting

Even with great tools, you might face some challenges such as:

1. Too much data. Focus on the metrics that matter most to your goals.
2. Confusing results. If something doesn’t make sense, don’t be afraid to ask for help.
3. Technical issues. HubSpot has a great support team and community forums for troubleshooting.

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Wrap Up

Advanced reporting in HubSpot is a powerful tool for any business. It helps you understand your data better, make smarter decisions, and grow your company. Start with the basics, then try more advanced features as you get comfortable. Remember, the goal is to use the data to improve your business, one insight at a time.