Report on your inbound performance

Report on your Inbound Marketing Performance

Time Estimate: 60-120 Minutes

Marketers that measure inbound ROI are 17 times more likely to see the same or greater ROI over the previous year. But only 53% of marketers are actually measuring ROI. In this training, you’ll learn how to measure and analyze your marketing data.




How to analyze your marketing in Hubspot

how to analyze your marketing in hubspot

Step #1: Using HubSpot Lifecycle Stages

Lifecycle Stages help you organize your contacts based on the stage they are at in your sales cycle: subscriber, lead, marketing qualified lead, sales qualified lead, opportunity, customer, or evangelist. Since your interactions with your contacts vary depending on what lifecycle stage they are in, it is helpful to have the ability to segment your contacts based on this information.

For example, HubSpot's marketing team uses lifecycle stage settings to ensure that our customers do not receive emails intended for prospects and leads.

Depending on the structure and needs of your business, you may find yourself using all of the Lifecycle Stages, only a few of them, or creating a custom contact property that functions in a similar manner.

Resource: How to use lifecycle stages


Setting Up Contacts Database

Step #2: Using HubSpot Sources

HubSpot's Sources Report helps you measure the success of your marketing campaigns over time and find areas for further optimization.

The sources tool shows not only where your traffic is coming from, but also the original source of your Contacts and Customers. The Sources Report helps you find out how visitors are discovering your site, measure top-of-the-funnel channels, and make wiser decisions about where to invest your marketing dollars.

Resource: How to master the HubSpot Sources Report & How to use the Sources Report to measure your marketing campaigns


Using your sources report

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Step #3: Manage Your HubSpot Reports

Improving and optimizing your marketing starts with understanding your marketing data. With HubSpot’s inbound marketing software platform, you have access to integrated metrics that span your contacts database, marketing content and website traffic - all in one platform.

Reports Home is a hub where you can see all of your past reports, create new reports and look into trends and suggestions based on your marketing performance. Use the Reports Home dashboard to quickly see basic numbers and statistics about your marketing and dive deeper into reports and suggestions.

Resources: Manage your reports in HubSpot
Want more reports? Check out the Reporting Add On


Creating a Custom Sources Report

Step #4: Get Started with the HubSpot CRM

Manage your sales pipeline, log sales activities and get insights your sales team will actually use. HubSpot CRM helps you to close more deals with less work and arms your sales team with the information and the tools needed for today's modern sales process.

Revenue Reporting is vital for sales and marketing alignment.  If you are using deals in your portal, you can easily report on revenue using our Reports recipes. In order to sync deal properties, you must be using one of the following integrations: HubSpot CRM, Salesforce Integration with opportunity sync enabled, or the Deals API.

Resources: Getting set up with the HubSpot CRM 


CRM Overview