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Custom reporting in HubSpot

Analyse your data with HubSpot Reporting

To help your business grow, you need defined and measurable goals, so that you have a clear picture of how your business is doing and can act accordingly.

HubSpot lets you use reports and dashboards to measure whether you’re well on your way to meeting your quarterly or yearly objectives. You can also add reports to gain useful insights about improving your processes and services, to help turn reports into business growth.

 

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This is how you can get started!

Start reporting in just a few steps

Report with a purpose

Where do you want to go with your business? Are you aiming for turnover growth, or are you looking to expand your customer base? These – and many other – questions are important in order to set clear KPIs and measure your company’s performance.

You will need a clear method to achieve these goals so we will examine your current processes together and create a targeted action plan with SMART goals. This lets you quickly gain a better understanding of how your business can grow.

Record insights

Reports are not only for showing progress, they also help you to discover new opportunities in the market. We are happy to take a look, together with you, at your website performance and CRM data, to capture new insights.


You will discover what your customer’s needs are, what content is missing from your website and what the pain points of your target group are. Together with you, we will convert these insights into a targeted plan so that your website offers an answer for every touch point in the customer journey.

Build complete HubSpot dashboards

Your key KPIs are now SMART and map out whether your business goals are on track. But HubSpot’s reporting tools don’t stop at just your most important business goals.

Whether we’re dealing with marketing performance, sales targets or tickets from your customer service team, building dashboards in HubSpot helps you map out performance across departments and teams.

How Conversion Crew can help

Needless to say, it is crucial that your current data is clearly visible in HubSpot. We will examine your needs together. Then we will get to work on extracting insights from your data and (of course) get you on board in the process!

Portal audit

We start with a portal audit to identify where you can make the most gains. If there are missing reports, or if you could use some helpful tips and tricks, or a second pair of eyes to examine your key dashboards, we are ready to assist you with advice.

Analysis
Tips & tricks
Custom document

Custom reporting

Maybe you’ve already thought about your key KPIs but find you’re not really getting anywhere in HubSpot. Or perhaps you’ve built some dashboards but could use a second pair of eyes to make sure your CRM data translates into good insights. We can provide a suitable custom solution.

Custom reports
Training
Improvement

On-site assistance

A consultant can visit you on site to get you up and running from A to Z with your reports and dashboards in HubSpot. The day kicks off with a detailed briefing. At the end of the day, several dashboards will be ready. Needless to say, we will talk you through what we are doing, so you can get going with the reporting independently afterwards.

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Our crew are at your service

The right crew member for your issue

Case study

Fairybell

Fairybell and Conversion Crew joined forces to apply and configure the Sales Professional Hub. By hosting a training and implementation session with the team, we were able to guarantee a smooth and effective transition and put this new sales process into action with everyone's collaboration.

Fairybell

How do we work?

It is important that your current data is optimally visible in HubSpot. We will discuss your specific needs and wishes with you before we get to work on presenting your data clearly and conveniently in HubSpot. Needless to say, we’ll involve you in the entire process.

Schedule a no-obligation meeting
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Frequently Asked Questions

Below are a few examples of frequently asked questions about working with HubSpot’s reporting features.

How many reports will I be able to find in HubSpot?

The library of standard reports currently offers more than 200 reports. You can create a variety of dashboards with useful insights based on these reports.

Can I create my own reports?

Yes. You can create your own reports with the custom report builder. It will help you build reports with data from multiple sources, for example, or create funnel reports for your deal pipeline.

What information can I find in reports?

First of all, you can find information about all your objects in HubSpot: contacts, companies, tickets, deals and your custom objects. You can report on these items using standard and custom reports.

You will also find helpful insights about website visitors, your sales performance and customer service processes.

Can I hide reports from my colleagues?

Yes. You can choose which users and teams get access to reports and dashboards.

What is the difference between a report and a dashboard?

Reports are used to highlight one or a few statistics. You can easily bundle these reports into a dashboard, letting you find all the important statistics in a single overview. In other words, a HubSpot dashboard is basically a collection of various reports.

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