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Reporting and analytics
Jamie Leung2 min read

How to Effectively Use HubSpot's Reporting and Analytics

Measuring ROI is an essential part of any successful business. HubSpot, with its range of reporting and analytics tools, can help you gain insights into the performance of your campaigns, website traffic, sales team performance, and other key metrics. The following tips provide a great starting point for those who are new to HubSpot reporting and analytics.


Focus on Your Goals

Before you begin to dig into the data, it’s important to set clear goals. This will ensure that you are looking at the right metrics and gathering meaningful insights from your reports. For example, if you want to measure success for an email marketing campaign, focus on contact conversion rates rather than open rates. Understanding what goals need to be achieved will help you determine which metrics matter most for your business and inform the data points you choose to track.


Make Use of Dashboards

HubSpot's dashboard tool allows users to create custom dashboards that display the metrics they care about most - all in real-time, allowing businesses to quickly make data-driven decisions. Users can choose from a variety of pre-built widgets, including charts, tables, and lists, and customize them to display the data they want to track. You can also create your own custom widgets by connecting to external data sources via HubSpot's API.

By curating this information on one platform, HubSpot enables users to get a high-level view of their performance across various channels such as email marketing, content management systems, or social media platforms.


Stay Organized with Reports & Workflows

If you’re looking for more detailed insights or want to track long-term trends over time, HubSpot’s reporting tools can help. Like dashboards, reports enable users to choose from templates, or generate highly customized visuals based on their own criteria so that they can easily spot any changes in performance or highlight areas where improvements can be made.

Additionally, workflows allow users to automate certain processes within their HubSpot account – such as scheduling emails or assigning tasks – so that they have more time to focus on analyzing data and making decisions accordingly. The automated tasks are then reportable using the same tools on one central dashboard.


Integrate with Other HubSpot Tools

HubSpot's reporting and analytics tools are integrated with other HubSpot tools, such as the CRM and marketing automation tools. This integration ensures that businesses have a seamless experience across their entire marketing and sales funnel.


Final Thoughts

Harnessing the power of HubSpot Reporting & Analytics can help CEO's, CMO's, and Directors of Sales/Marketing/Revenue Operations unlock valuable insights about their campaigns and customer behavior quickly and efficiently - all while staying organized and working in one unified system, making data-driven decisions driving business growth.