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Building Custom Reports in HubSpot

via Hubspot Academy

Overview

Learn how to create and manage custom reports in HubSpot. This course covers the custom report builder, the types of reports you can create, and some tips and tricks for automating your data management in HubSpot.
  • Learn how to create and manage custom reports in HubSpot.
  • Discover the HubSpot custom report builder and the types of reports you can create.
  • Check out tips and tricks for automating your data management in HubSpot.

Syllabus

  • Creating Custom Reports in HubSpot
    • Your data is only as good as your ability to understand and communicate it. In this lesson, you’ll learn the basics of the reports builder, how the organization of data in HubSpot affects the reports you build, and some tips and tricks for determining the right report to fit your needs.
  • Optimizing for Conversions with Contact Create Attribution Reports
    • Believe it or not, driving traffic to your website isn't enough to sustain your business. In an effort to truly leverage that investment in traffic, marketers must use conversion rate optimization (CRO) to convince visitors to complete a desired action. But where do you start. In this lesson, you'll learn how to get the most out of your conversions using HubSpot contact create attribution reports. Learn how identify areas of impact and determine next steps in optimizing your website and marketing experience.
  • Measuring Marketing Success With Revenue Attribution Reports
    • A customer can have hundreds of interactions with a brand before ever making a purchase. As a result, understanding the customer journey can be hard. You need a more sophisticated way to measure what channels and assets are creating sales opportunities. That’s why marketers are relying on attribution modeling. In this lesson, learn how to create and use attribution reports to track the success of your inbound marketing efforts.
  • Measuring Business Success with Funnel Reports in HubSpot
    • Funnels can still be a powerful way to visualize the efficiency of your marketing, sales, and service processes. But, what does this mean in a world where more companies are turning to the flywheel as a high-level business model? In this lesson, learn how to use funnels to report on and track the growth of your business.
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