A HubSpot report provides detailed overview of your marketing, sales, and service activities managed through HubSpot, helping you track performance and optimize your sales and marketing strategies. It tells you which Hubspot efforts are working, which are not, and recommends opportunities for growth. A great Hubspot report includes an overview, key metrics, and recommendations on what to do next.
1. Overview
The overview is a short summary in plain English that explains what happened with Hubspot over the recent reporting period.
2. KPIs with key metrics
KPIs show how effectively you’re hitting your Hubspot goals. By measuring the changes in the key Hubspot metrics, such as lead conversion rates, email open and click-through rates, sales pipeline stages and campaign performance you'll know whether you’re making progress towards your goals.
3. Charts
Charts provide a visual representation of your data, making it easier to identify trends and patterns. Include charts that illustrate key metrics such as lead conversion rates, email open and click-through rates, sales pipeline stages and campaign performance. Use bar charts, line graphs, and pie charts to display data clearly and effectively.
4. Recommendations
This section outlines the next steps you can take to improve your performance.
With Narrative BI, you can automate your Hubspot reports in minutes. Here’s how to do it in three easy steps:
1. Connect your Hubspot data source in a few clicks.
1. Connect your Hubspot data source such as Hubspot in a few clicks.
2. Drag and drop the KPIs, such as lead conversion rates, email open and click-through rates, sales pipeline stages and campaign performance as you customize your report.
3. Set the reporting schedule.
When you are done, you will receive automated Hubspot reports by email or in Slack. You can also easily share the reports with your team by clicking the “Share” button in reports.
