Setting Up Your HubSpot Account for Custom Reporting
Track the data that matters most to your business by learning how to customize your HubSpot account.
Includes
Contact Management Contact Management
Lesson description
Every HubSpot account comes with a set of default properties and canned reports. These are based on marketing, sales, and services best practices. But, every business is unique. So while these default reports and the information they collect show you important pieces of your data, they likely won’t tell you everything your business needs to know. In this lesson, learn how to customize your HubSpot account and enrich the data you store there. This way, you and your team can see the information that’s tailored specifically to your business so that you can all work together on reaching your goals.Watch preview
Instructors
Nate Hodge
Nate grew up in Maine and spent his summers on Sebago Lake. He started his career at HubSpot in sales in September of 2014. He has since become a Senior Customer Success Manager on the Enterprise team and is dedicated to helping customers get more value from HubSpot. He believes that one of the best ways to see value is to build the reporting framework each business needs to determine ROI. Understanding each business has unique goals and KPIs they need to measure, it requires creative thinking…
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.
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