HubSpot CRM has a reporting software which enables the sales and marketing team to remain on the same page. HubSpot’s sales reporting software is a lifesaver as the team is able to understand everything about the pipeline.
In this blog, you will get a deeper understanding of the sales and marketing reporting software which will enable you to use the software with maximum benefits.
What Are Sales And Marketing Reporting Dashboard?
The HubSpot CRM’s reporting dashboard portrays your customer’s entire database including data range, customized accessibility, add or remove certain reports and more.
HubSpot provides two dashboards- sales and marketing. These dashboards extract client data from the HubSpot CRM and display the entire data on a single screen. Being flexible dashboards, you can combine multiple reports as well as visualise them in such a way that it only shows data which really matters to the team.
Benefits Of Reporting In HubSpot
The HubSpot reporting software has a lot of benefits. Below are few of them:
- Tracking becomes easier as the CRM allows you view the customer data after measuring and analyzing it all in one platform
- Via the central dashboard in reporting add on, you can access the marketing and sales data in one spot.
- Being an user friendly interface, it allows you to customize the data which does not require granular representation
- HubSpot is a comprehensive tool, it allows you to compile all the data related to the marketing, sales and service on a single standalone platform without any other integration tools.
Top Features Of HubSpot Reporting Software
HubSpot provides a closed-loop reporting system to track the reporting system as well as the business metrics. In addition, It helps you track and monitor your activities surrounding the marketing, sales and service platform.
Apart from this, it also has many other features, some of which are listed below.
Sales Reports
Allows you to visualize the sales made in a definite period of time and statistics tied to the conversion.
Sales reports include:
- Sales performance
- The most converting landing page
- Sales made by day, week, and month
- Abandoned cart
- Recovered abandoned carts
- Contact conversion pages and blogs
- Customer conversion pages and blogs
Marketing Reports
By using the marketing report feature, you could anticipate the outcomes of your marketing campaigns. These outcomes could be visualised through different types of graphs, pie charts and various other visual methods.
Marketing report include:
- Your contact’s inbound persona
- Contacts by source, title, and day
- First conversions
- Traffic on landing pages, blogs, and other website pages
- Top landing pages, and blog posts
- Session over time
Performance Assessment
With the help of the reports, you can evaluate your progress; overall marketing, sales, service and marketing performance over a specific period of time. You can view how many deals you have closed and cancelled along with the contacts assigned and worked by reps on your team.
Productive Assessment
It is necessary to know if your marketing or sales strategies are working and giving you the desired results . With the help of reporting you can keep an eye on the effectiveness of your marketing strategies and check the number of calls, sales, email, notes and tasks your team has logged in, after which you can compare it with productivity assessment outcome.
Deal Forecasting
With the help of AI-powered data analytics, you can predict trends and future opportunities on the basis of your existing data. You can even build forecasting reports to predict your revenue at each stage. This feature helps you stay up-to-date with relevant information and stay ahead of competition.
Creating Reports In HubSpot
It is easy to set up a reporting dashboard in HubSpot. Here’s how you can do it
HubSpot main account>report>dashboard>create dashboard>blank dashboard.
The above process to be followed if you are creating a new dashboard. You can select the name for the dashboard and customize the names for accessibility.
What Are The Limitations?
- it doesn’t allow importing data directly from other sources
- It sometimes becomes difficult to analyze the numbers on HubSpot. You would need to run the data through a spreadsheet first.
- You can’t combine the data from different portals.
To Sum It Up..
HubSpot sales and marketing report allows users to build up to 200 reporting dashboards which allows them track and report sales progress and revenue forecasting. This tool will help you visualise engagement metrics as well as track conversions as HubSpot dashboard has everything related to your business.