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Analyse your data with HubSpot Reporting
To help your business grow, you need defined and measurable goals, so that you have a clear picture of how your business is doing and can act accordingly.
HubSpot lets you use reports and dashboards to measure whether you’re well on your way to meeting your quarterly or yearly objectives. You can also add reports to gain useful insights about improving your processes and services, to help turn reports into business growth.
More than 200 reports
Build custom reports
Check individual performances
More information
Start reporting in just a few steps
Report with a purpose
Where do you want to go with your business? Are you aiming for turnover growth, or are you looking to expand your customer base? These – and many other – questions are important in order to set clear KPIs and measure your company’s performance.
You will need a clear method to achieve these goals so we will examine your current processes together and create a targeted action plan with SMART goals. This lets you quickly gain a better understanding of how your business can grow.
Record insights
Reports are not only for showing progress, they also help you to discover new opportunities in the market. We are happy to take a look, together with you, at your website performance and CRM data, to capture new insights.
You will discover what your customer’s needs are, what content is missing from your website and what the pain points of your target group are. Together with you, we will convert these insights into a targeted plan so that your website offers an answer for every touch point in the customer journey.
Build complete HubSpot dashboards
Your key KPIs are now SMART and map out whether your business goals are on track. But HubSpot’s reporting tools don’t stop at just your most important business goals.
Whether we’re dealing with marketing performance, sales targets or tickets from your customer service team, building dashboards in HubSpot helps you map out performance across departments and teams.
How Conversion Crew can help
Needless to say, it is crucial that your current data is clearly visible in HubSpot. We will examine your needs together. Then we will get to work on extracting insights from your data and (of course) get you on board in the process!
Portal audit
We start with a portal audit to identify where you can make the most gains. If there are missing reports, or if you could use some helpful tips and tricks, or a second pair of eyes to examine your key dashboards, we are ready to assist you with advice.
Custom reporting
Maybe you’ve already thought about your key KPIs but find you’re not really getting anywhere in HubSpot. Or perhaps you’ve built some dashboards but could use a second pair of eyes to make sure your CRM data translates into good insights. We can provide a suitable custom solution.
On-site assistance
A consultant can visit you on site to get you up and running from A to Z with your reports and dashboards in HubSpot. The day kicks off with a detailed briefing. At the end of the day, several dashboards will be ready. Needless to say, we will talk you through what we are doing, so you can get going with the reporting independently afterwards.
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The right crew member for your issue
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From CodingChiefs to CC.Talent: A Rebranding Journey
How do we work?
It is important that your current data is optimally visible in HubSpot. We will discuss your specific needs and wishes with you before we get to work on presenting your data clearly and conveniently in HubSpot. Needless to say, we’ll involve you in the entire process.
Frequently Asked Questions
Below are a few examples of frequently asked questions about working with HubSpot’s reporting features.
The library of standard reports currently offers more than 200 reports. You can create a variety of dashboards with useful insights based on these reports.
Yes. You can create your own reports with the custom report builder. It will help you build reports with data from multiple sources, for example, or create funnel reports for your deal pipeline.
First of all, you can find information about all your objects in HubSpot: contacts, companies, tickets, deals and your custom objects. You can report on these items using standard and custom reports.
You will also find helpful insights about website visitors, your sales performance and customer service processes.
Yes. You can choose which users and teams get access to reports and dashboards.
Reports are used to highlight one or a few statistics. You can easily bundle these reports into a dashboard, letting you find all the important statistics in a single overview. In other words, a HubSpot dashboard is basically a collection of various reports.
