Marketing Reporting Certification:
HubSpot Reporting Certification
Gain the expertise to enter your business around data-driven decision making with HubSpot Academy’s Hubspot Reporting Certification Course. Learn essential data literacy skills and get certified in HubSpot reporting tools across the CRM, Marketing Hub, CMS Hub, Sales Hub, and Service Hub!
Who is this for?
- Small business owners who want to make data-driven decisions and optimize their reporting processes
- Marketing, sales, and service professionals looking to improve their understanding of HubSpot reporting tools
- Individuals interested in becoming certified in HubSpot reporting and developing their data literacy skills
What you'll learn
- Organize your business data in HubSpot and build custom properties that scale with your reporting needs
- Create impactful marketing, sales, and service campaigns using HubSpot reporting tools and the data generated by them
- Discover how to connect with customers, optimize business processes, and align across teams using HubSpot reporting
Available languages
Includes
Inbound Sales Reporting & Performance Inbound Service
HubSpot Certifications
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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.
Chris Grant
Chris is a HubSpot Consultant at BabelQuest with a passion for problem solving. He spends his working days implementing new HubSpot portals or working out why older portals aren't doing what they should. Outside of work he'll either be found in the kitchen pursuing his love of great food or practising Shaolin Kung Fu.
Jillian Streit
I have a thirst for knowledge and a passion for helping others expand their skills and expertise. When I’m not working, you can probably find me crafting, snuggling up with my cat, adding another plant to my collection, or enjoying some time outdoors. I am always up for an adventure and will happily share stories about my travels around the world.
Savannah Mozingo
Savannah is a Principal Customer Success Manager at HubSpot.
Jon Dorosh
Jon is a Senior Customer Success Manager at HubSpot.
Kristin Kimmons
Kristin is a Principal Customer Success Manager at HubSpot.
Kyle teaches sales and CRM courses at HubSpot Academy. He is best known for his work on the HubSpot Sales Software Certification and the Sales Enablement Certification. He is the father of three children, the lucky husband of an equally lucky woman, and aspires to be the author of one of those paperback novels you see in grocery store check-out lines.
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
The Anatomy of Your CRM
Lesson - 49 min
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Lesson instructor: Jorie Munroe At the foundation of your HubSpot account is a database of your business relationships and processes, known as the CRM. But, without understanding how this database stores, validates, and formats the various pieces of your business data, it can be difficult to understand why HubSpot reporting tools work the way they do. In this lesson, we’ll review the concepts of objects, properties, event data, and more. By the end, you’ll be able to explain how data flows throughout your account and how to get started turning that data into insight.
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Designing Compelling HubSpot Dashboards
Lesson - 45 min
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Lesson instructor: Jorie Munroe Reporting helps you turn data into consumable information. But, the work doesn't stop there. In order to turn information into insights and action, your data needs tell a story. That means more than tossing a slew of graphs onto a dashboard and hoping it's compelling. Your stakeholders need to know what you're trying to communicate and why they should care. In this lesson, learn how to transform your HubSpot dashboards into data stories. In doing this, all the efforts you took to build your reports and visualizations can turn into data-driven decisions.
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Analyzing Your Website Traffic
Lesson - 1 hr
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Lesson instructor: Jorie Munroe Web analytics is the collection, reporting, and analysis of data generated by users who visit and interact with a website. The purpose of web analytics is to measure user behavior, optimize the website’s user experience, and gain insights to support meeting business objectives, like increasing conversions and sales. This amount of data can be overwhelming at first, so it’s important to identify a few key metrics as you’re getting started. In this lesson, we’ll cover how to report on which channels are driving visitors to your website and their level of engagement. Then, we’ll talk about how you should optimize based on report type to ensure you’re getting the most out of your data.
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Identifying Flywheel Insights
Lesson - 49 min
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Lesson instructor: Kyle Jepson In theory, the flywheel is a mental model which enables a comprehensive view of where your business is growing fastest and your greatest areas of opportunity. In practice, it’s your data that shows the existing gaps in your strategies and the levers you can pull to solve for your customers. To assess the health of your business at scale, you’ll need to comfortably navigate several HubSpot analyze tabs and analytics tools. In this lesson, you’ll gain skills to add context and clarity to the decisions you’re making across your marketing, sales, or service teams.
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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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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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Next Steps: HubSpot Reporting
Lesson - 10 min
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Next Steps: HubSpot Reporting
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