Building Custom Reports in HubSpot
Learn how to create and manage custom reports in HubSpot. This course covers the custom report builder, the types of reports you can create, and some tips and tricks for automating your data management in HubSpot.
Who is this for?
- Marketing Professionals
- Sales Professionals
- Service Professionals
What you'll learn
- Learn how to create and manage custom reports in HubSpot.
- Discover the HubSpot custom report builder and the types of reports you can create.
- Check out tips and tricks for automating your data management in HubSpot.
Includes
Lead Generation Sales Enablement Reporting & Performance
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Instructors
Jorie Munroe
Hailing from the wintry north of Vermont, Jorie is a data nerd in perpetual search of cheeky banter and caffeine. When not exploring with their husband and aussiedoodle, they're typically trying to keep their houseplants alive (and probably failing) and listening to a podcast about ghosts and ghouls. Sour candy connoisseur and wannabe mead-maker.
Davis Mastin
Davis hails from Chattanooga, Tennessee and is a Product Manager at HubSpot. He is committed to helping HubSpot customers develop and execute meaningful inbound marketing strategies that will resonate with their consumers. He is an active kickball player, loves scary movies, and has been known to cut a rug or two.
Jessica Palmeri
Jessica Palmeri is a Certified HubSpot Trainer with a long track record of both leveraging HubSpot as a marketer, as well as training HubSpot clients on how to maximize their automation software investments. Jessica has 10 years of hands-on HubSpot experience. As a member of the IMPACT "HubSquad," she works with clients to up their inbound marketing game, consider out-of-the-box reporting strategies, and ultimately achieve their organizational goals.
Curriculum
HubSpot Custom Report Builder Deep Dive
Lesson - 43 min
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Lesson instructor: Jorie Munroe Your data is only as good as your ability to understand and communicate your findings. In this lesson, you’ll learn the ins and outs of the HubSpot custom report builder, how the organization of data in HubSpot affects the reports you build, and some tips and tricks for determining the right report to fit your needs.
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Optimizing for Conversions with Contact Create Attribution Reports
Lesson - 32 min
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Lesson instructor: Jorie Munroe Believe it or not, driving traffic to your website isn't enough to sustain your business. In an effort to truly leverage that investment in traffic, marketers must use conversion rate optimization (CRO) to convince visitors to complete a desired action. But where do you start. In this lesson, you'll learn how to get the most out of your conversions using HubSpot contact create attribution reports. Learn how identify areas of impact and determine next steps in optimizing your website and marketing experience.
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Measuring ROI in HubSpot
Lesson - 39 min
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Lesson instructor: Jorie Munroe As we navigate a business climate that’s frequently changing, marketing professionals are under an increasing amount of pressure to prove the effectiveness of their efforts. This can be challenging when you don’t have the right tools or can’t clearly show how customers are interacting with you across multiple channels. The good news is, you can report on your customer journeys in HubSpot. It all starts at the macro level with multi-touch revenue attribution reports. In this lesson, learn how to use contact, deal, and revenue to show you the paths customers take with your brand. Each type of report provides unique insight into how your marketing and sales efforts work together to create conversions for your organization.
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Unveiling Insights with Customer Journey Reports
Lesson - 39 min
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Lesson instructor: Jorie Munroe Visitors don't often jump straight into a macro conversion and click "Buy." The key to truly understanding your customers is in unlocking those incremental, micro conversions that build trust and awareness in your brand or product. That’s where customer journey analytics comes in. With customer journey analytics, you can analyze the various interactions your visitors are taking across your website in a single, consolidated visualization. In this lesson, learn how to use these reports to create context for the information you see in your attribution reports. Together, these reports will help you better understand your customers, so you can continue to optimize their experience with your brand.
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Measuring Business Success with Funnel Reports in HubSpot
Lesson - 20 min
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Lesson instructor: Jorie Munroe Funnels can still be a powerful way to visualize the efficiency of your marketing, sales, and service processes. But, what does this mean in a world where more companies are turning to the flywheel as a high-level business model? In this lesson, learn how to use funnels to report on and track the growth of your business.
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Building Custom Reports in HubSpot Course Survey
Lesson - 5 min
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