Get the most out of your marketing and sales analytics with the Reporting Tool from HubSpot.

1. H O W H U B S P O T ’ S
R E P O R T I N G A D D - O N W I L L
R E V O L U T I O N I Z E Y O U R
C O M PA N Y

2. T H E B I G G E S T C H A L L E N G E FA C I N G
M A R K E T E R S T O D AY I S P R O V I N G A
R E T U R N O N I N V E S T M E N T .
P R O B L E M

3. As our marketing and sales software becomes more
powerful, we’re able to see new sets of data related to
our activities.

4. T H E C H A L L E N G E I S N ’ T I N G E T T I N G
D ATA , I T ’ S I N M A K I N G S E N S E O F I T .

5. B2B marketing budgets have been on the rise since
2011. Yet, according to Forrester, 45% of marketers
surveyed say they still struggle to attribute spending to
revenue. With so much data, it’s difficult to sift through it
all to know what to act on.
?

6. T O D AY, H U B S P O T H A S TA K E N O N T H I S
P R O B L E M H E A D - O N W I T H T H E N E W
R E P O RT I N G A D D - O N A N D D A S H B O A R D .
S O L U T I O N

7. N O T Y O U R M A M A’ S D A S H B O A R D .

8. Many Reports can be set to automatically update
within each dashboard.
While snapshots of the data can still be useful, looking at the live
numbers is a much more exciting option.

9. The insights you can
gain from this the new
product are incredible.
The only question is—
W H AT S H O U L D Y O U R R E P O RT S
& D A S H B O A R D M E A S U R E ?

10. H O W T O O R G A N I Z E
Y O U R D A S H B O A R D S T O
G E T T H E M O S T O U T O F
H U B S P O T

11. M A R K E T I N G D A S H B O A R D S
If you’ve been using HubSpot for a long time, there are
many reports you can set up right away to get more
insight into your contacts.

12. You can use the contact performance dashboard to see how many
contacts are at each lifecycle stage, which can help identify your biggest
opportunities for improvement.
C O N TA C T P E R F O R M A N C E D A S H B O A R D
Set up this
dashboard
first!

13. S O M E O F T H E R E P O R T S T H AT H E L P
Y O U L O O K AT T H I S A R E :
•C O N TA C T F U N N E L
•C O N TA C T S B Y S O U R C E W I T H
L I F E C Y C L E S TA G E
•P E R S O N A B Y L I F E C Y C L E S TA G E

14. This gives you an overview of where people are in your
overall funnel. The conversion numbers can tell you
where to start.
C O N TA C T F U N N E L

15. See how different sources convert compared to each
other. Some sources may lead to higher customer
numbers than average.
C O N TA C T S B Y S O U R C E W I T H
L I F E C Y C L E S TA G E

16. Customize a report to see where you have contacts by
each persona.
P E R S O N A B Y L I F E C Y C L E S TA G E

17. Is your marketing department organized by funnel? Set up a dashboard
that’s wholly-focused on top of the funnel marketing performance.
T O P O F T H E F U N N E L D A S H B O A R D

18. G E T A G O O D I D E A O F T H E H E A LT H O F Y O U R T O P
O F T H E F U N N E L A C T I V I T I E S W I T H T H E S E R E P O R T S :
• N E W S U B S C R I B E R C H A RT
• N E W L E A D C H A RT
• F I R S T C O N V E R S I O N R E P O RT
• S U B S C R I B E R C O N V E R S I O N
R AT E

19. Set up your monthly goal for new subscribers and see
how you do month over month. This will give you a great
idea of whether you’re bringing in enough people into
your marketing funnel or not.
N E W S U B S C R I B E R C H A R T

20. Set this one up to filter by sources so that you always
have a good idea of which sources are contributing the
most to your new lead flow.
N E W L E A D C H A R T

21. Set this up to see which of your forms or landing pages
have converted the most people.
F I R S T C O N V E R S I O N R E P O R T

22. See how many of your subscribers you are converting to
leads by setting up a contact funnel.
Select only CREATED, SUBSCRIBERS, and LEADS to
see the conversion from one to the other.
S U B S C R I B E R C O N V E R S I O N R AT E

23. If you are using the HubSpot CRM or have your CRM
integrated with HubSpot, you can run reports based on
which marketing activities actually generate revenue.
S A L E S - M A R K E T I N G
A L I G N M E N T D A S H B O A R D
# S M A R K E T I N G

24. H E R E A R E S O M E R E P O R T S T H AT G I V E Y O U
S O M E G O O D V I S I B I L I T Y I N T O T H I S P R O C E S S :
• L E A D C L O S E R AT E S
• O P P O RT U N I T I E S / C U S T O M E R S B Y
S O U R C E T Y P E
• R E V E N U E B Y S O U R C E
• R E V E N U E B Y AV E R A G E PA G E S V I E W E D /
N U M B E R O F F O R M S S U B M I T T E D

25. Look at how many leads, MQLs, SQLs, and
Opportunities close (four separate reports). This will let
you identify problems with the hand-off and think about
solutions.
L E A D C L O S E R AT E S

26. Look into how many opportunities came in by which
source. This can let you know whether certain lead
sources perform better for your overall goals (revenue!).
O P P O R T U N I T I E S / C U S T O M E R S B Y
S O U R C E T Y P E

27. This information can drive which elements of your
marketing need more investment.
R E V E N U E B Y S O U R C E

28. If people who consume a lot of content drive a lot of
revenue, then you can expand your efforts to get more
content in front of your prospects.
R E V E N U E B Y AV E R A G E PA G E S
V I E W E D / F O R M S S U B M I T T E D

29. You can set up 20 different dashboards with 10 reports per
dashboard, so why not set up a lot? If you have good sales and
customer data, you can dig in to see what marketing activities are
your biggest drivers.

30. Now that you have some marketing dashboards set up,
let’s look at some good sales dashboard to set up.
S A L E S D A S H B O A R D S

31. S A L E S P E R F O R M A N C E D A S H B O A R D
This is where you’ll want to set up the detailed activity
reports that your sales reps are watching by the hour.
Activity breakdowns should be prominently displayed.

32. S A L E S P E R F O R M A N C E D A S H B O A R D :
S A M P L E R E P O R T S
• A C T I V I T Y L E A D E R B O A R D
• C O N TA C T S A D D E D B Y R E P
• L E A D S TAT U S
• N O T E TA K E R B O N U S

33. Track how many calls, emails, and meetings each rep
has.
A C T I V I T Y L E A D E R B O A R D

34. If your sales reps self-source their leads, you'll want to
track it. Set this up with a combination of a smart list
with a rolling date range, and then break it out by sales
rep.
C O N TA C T S A D D E D B Y R E P

35. If you aren’t using the lead status field to track how your
salespeople work leads—you should. Start using it to see
how successful your sales team is pre-deal.
L E A D S TAT U S

36. Note-taking is a discipline that’s critical for sales.
You can set up a chart for how many notes
people are taking if you want to encourage this.
N O T E TA K E R B O N U S

37. Here’s where you can see company-wide sales numbers.
You’ll want to set up multiple reports based on any useful
way to look at deals.
D E A L S D A S H B O A R D

38. G O O D S TA R T I N G P O I N T S F O R D E A L S
D A S H B O A R D S :
• D E A L S B Y D I F F E R E N T D I V I S I O N S
• D E A L S B Y D I F F E R E N T
T E R R I T O R I E S
• D E A L S B Y D I F F E R E N T P R O D U C T
O R S E R V I C E T Y P E

39. Tailor the deals dashboard to your companies
needs. Use it right and you can identify trends in
the market before your competitors.
TA I L O R T H E D E A L S D A S H B O A R D

40. In the CEO Dashboard, you put all of your high-level
numbers for your CEO to see.
C E O D A S H B O A R D
This is the most
important dashboard!

41. G O O D S TA RT I N G P O I N T S F O R C E O
D A S H B O A R D S S H O U L D I N C L U D E :
• C O N TA C T D ATA B A S E O V E R V I E W: A C O N TA C T F U N N E L
R E P O RT T H AT S H O W S H O W M A N Y C O N TA C T S A R E AT
E A C H L I F E C Y C L E S TA G E
• N U M B E R O F N E W C U S T O M E R S I N T H E L A S T M O N T H ( O R
Q U A RT E R )
• R E V E N U E G E N E R AT E D B Y I N D U S T RY

42. G O O D S TA RT I N G P O I N T S F O R C E O
D A S H B O A R D S ( C O N T. ) :
• AV E R A G E D AY S T O C L O S E ( F R O M C R E AT E ) — Y O U C A N S E T
T H I S U P A S J U S T A N U M B E R
• H I S T O R I C A L D E A L S W O N V S . D E A L S L O S T D ATA : T H I S C A N
H E L P G I V E A C O M PA R I S O N O F H O W T H E C U R R E N T M O N T H
C O M PA R E S

43. This is just the first step. Being able to see new
insights from your data is a powerful
advantage for everyone.
T H E H U B S P O T D A S H B O A R D H A S
N O S H O R TA G E O F P O S S I B I L I T I E S …

44. For a limited time receive a free
assessment including HubSpot’s
Reporting Add-On trial, three report
set-ups, and a data review.