CUSTOM REPORT BUILDER HUBSPOT PRO
Pro customers can save up to 100 reports. If everything is configured, all that’s left is to choose a format for the visualization and save the report.
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As a general rule, the X axis is typically written information and corresponds to the independent variable, while the Y shows numeric values. HubSpot's breakdown selection shows categories that will help with the grouping and visualization of your data in this respect. The first step in configuration is assigning data to the x and y axis. From there, add the fields you want incorporated and configure the report. HubSpot allows you to select up to five data sources to incorporate into any single report.
CUSTOM REPORT BUILDER HUBSPOT FULL
HubSpot will quickly and easily assimilate this data into your reports, allowing you a full understanding of your company goals.Īfter all of the data is in place, your focus should be on the report itself. If you find that HubSpot doesn’t have all the data you need, it may be necessary to import from additional sources. HubSpot allows you to create custom objects to track any additional metrics relevant to your goals. This information is widely useful, regardless of goals.Įven with those data points, it can sometimes be necessary to gather additional information. This includes information like contacts, companies, deals, and activities. HubSpot automatically collects standard objects. Once you understand your goals, you need to understand what data requires monitoring and where that data is gathered. For instance, an operational report might show the output of your content marketing branch in relation to your tactical content marketing goals. Reports of this nature show the efficiency and output of each component of the people executing your tactics. This type of report builder might show how your Facebook and Google ads are performing in the context of your overall strategy. For instance, a strategic goal-driven report might show you the general increase in sales or click-thru rates.īy contrast, organizing the data towards tactical goals shows you how the specific tactics used to execute the strategy perform.
![custom report builder hubspot custom report builder hubspot](https://blog.hellomethod.co.uk/hs-fs/hubfs/filter_4.png)
This allows you to understand your progress on a broad level. Strategic goals involve tracking your progress towards high KPI values. Ask yourself: Are your company goals strategic, tactical, or operational? Data needs to be organized towards a goal. The vital first step is to identify your business goals. Our Approach to Reportingīefore we get started, let’s explain the best way to utilize a report builder like this.
![custom report builder hubspot custom report builder hubspot](https://image.slidesharecdn.com/inbound18reportinghacksdanielbertschi-180917131909/95/the-best-hacks-to-supercharge-your-hubspot-reporting-44-638.jpg)
In light of this new development, we want to share which reports we find most useful for our clients in the cybersecurity industry and explain how you can use them to optimize your strategy. This means your reports will be easy to share and your team will always understand what’s working. You can manipulate and visualize data in ways that are clear and meaningful. This new tool gathers all your information together, making it easier than ever to strategize and make intelligent decisions about your marketing. The newly-launched Custom Report Builder, available to Pro and Enterprise customers, groups all your data in one convenient place. That being said, HubSpot continues to innovate, making the reporting process easier and more efficient.
![custom report builder hubspot custom report builder hubspot](https://i.ytimg.com/vi/5rhwxr3WhsM/maxresdefault.jpg)
We have spoken about why HubSpot is a fantastic reporting tool already. Without it, you’ll wind up lost and sacrifice enormous amounts of time and effort. With it, you can monitor what’s working, course correct what’s not, and build your brand. Any successful business knows that reporting is absolutely critical to growth.