As a savvy marketer or business owner, you know that data-driven decisions are crucial for success. HubSpot provides powerful reporting tools that allow you to track key metrics, analyse performance, and make informed choices. In this article, we’ll explore ten essential reports you should include in your HubSpot dashboard. Plus, we’ll ensure that everything is legally sound and properly sourced.
1. Returning Contacts
- Purpose: Keep track of recently engaged contacts and identify potential new opportunities.
- Description: Based on the “Time of Last Session” property (the date a contact last visited your site), this report displays contacts’ total sessions since creation. It helps measure overall engagement.
- Actionable Insights: Click on a contact’s name to view the specific page they visited.
2. Leaderboard
- Purpose: Analyse your sales team’s impact.
- Description: Measure the total number of calls, meetings, and emails completed by your team within a selected timeframe. Customize by user or activity type.
- Actionable Insights: Click on data points for detailed views of each activity and associated contacts.
3. Trends (Marketing Hub)
- Purpose: Understand how contacts arrive at your website.
- Description: Summarized view of trends from your Traffic Analytics report. Track sources (e.g., Social Media, Referral, Organic Search) bringing in the most traffic.
- Actionable Insights: Optimize marketing efforts based on traffic sources.
4. Average Time to Respond Over Time
- Purpose: Monitor customer service responsiveness.
- Description: Displays the average time it takes users to reply to tickets via email. Compare against previous periods.
- Actionable Insights: Improve response times for better customer satisfaction.
5. Average Days to Close
- Purpose: Measure deal closure efficiency.
- Description: Calculates the average days between deal creation and close date. Customize by different measures (e.g., Contact Owner).
- Actionable Insights: Optimize sales processes for faster deal closures.
6. What’s New
- Purpose: Stay updated with HubSpot features.
- Description: Daily updates on important product news. Never miss a new feature or enhancement.
- Actionable Insights: Be informed about HubSpot’s latest offerings.
7. Annual Report:
- Purpose: Summarize yearly performance metrics.
- Description: Provides an overview of key achievements, growth, and challenges over the past year.
- Actionable Insights: Use it to set strategic goals for the upcoming year.
8. Competitive Analysis Template:
- Purpose: Understand how your business compares to competitors.
- Description: Analyse competitor data, market share, and positioning.
- Actionable Insights: Identify gaps and opportunities.
9. Expense Report:
- Purpose: Track marketing and operational expenses.
- Description: Monitor costs related to campaigns, tools, and resources.
- Actionable Insights: Optimize spending and allocate resources effectively.
10. Profit and Loss Statement:
- Purpose: Evaluate financial performance.
- Description: Displays revenue, costs, and net profit over a specific period.
- Actionable Insights: Assess business profitability and make informed decisions.
Remember to customize these reports based on your specific business needs. Happy dashboard building! 📊🚀
Sources:
pass-digital-marketing.com 