Learn how to set up your account for effective reporting, making the most out of HubSpot.
HubSpot provides various methods for reporting on your marketing, sales, and service activities. Many of HubSpot’s tools come equipped with specific analytics features, such as insights into email performance and workflow enrolments.
You may already be familiar with HubSpot’s reporting tool. Fortunately, HubSpot simplifies your reporting needs by offering over 20 pre-built dashboards and 250 standard reports. These ready-to-use reports eliminate the need for complicated custom reporting. However, if you find that your specific reporting requirements are not met by the existing options, custom reports can be an excellent alternative. This feature enables you to create reports that focus on either a single object or multiple objects, as well as custom funnel and attribution reports that integrate results from various data sources into one comprehensive view.
HubSpot also provides specialized analytics tools for Traffic, Sales, and Service, enabling you to gather detailed reports tailored to each Hub in a one single location. Additionally, forecasting reports empower sales teams to generate insights based on established goals, facilitating the development of strategies aimed at achieving future revenue targets.