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Sales Hub: Reporting

Learn how to answer important questions about sales performance by bringing all your data together in one place. Get full visibility into your process so you can forecast effectively and deliver exceptional results.

Course Information

Who this Course is Best For

  • Role: Managers responsible for reporting on revenue and activity within their business.
  • Subscription: Sales Pro, Sales Enterprise
  • Prerequisites: Understanding of custom contact properties

2021 Dates

Eastern Time (New York):

September 29: 9am-1pm

October 27: 1-5pm

November 17: 9am-1pm

December 15: 1-5pm

Central European Time:

September 17: 1-5pm

December 6: 1-5pm

Greenwich Mean Time:

September 23: 8am-12pm

October 29: 9am-1pm

November 18: 9am-1pm


Singapore Time:

November 18: 8am-12pm

Hong Kong Time:

September 30: 8am-12pm

Australian Eastern Daylight Time:

October 28: 1-5pm

December 14: 9am-1pm

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Course Details

  • In this 4-hour training, we explore how to use your HubSpot reporting tools to keep your finger on the pulse of your sales team's performance and make more data-driven decisions about your sales process and strategy.

    Highlights include:

    • How to easily access, navigate, and edit the default reports to suit your business’s needs.
    • Develop the dashboards necessary to ensure consistent observation of your sales team’s performance.
    • Build reports (from scratch) using multiple HubSpot data sources to illustrate data scenarios that are more unique to your business.
  • Types of Reporting in HubSpot:

    • What is the difference between analytics tools and standard/custom reports
    • What is a dashboard?

    Setting Yourself up for Reporting Success:

    • What properties work best in reporting?
    • How do different property types allow for different reports?
    • What are the best practices for clean data?
    • How do I get more detail on the properties I see available in the reports tool? 

    Common Reports for Business Impact:

    • What are the common KPIs for various business units?
    • What supplementary reports assist as lead indicators?
    • How do these reports then drive both strategic and tactical business decisions?

    HubSpot Dashboards & Analytic Tools:

    • What are Dashboards and Analytics Tools?
    • How do we customise them?
    • What reports are available by default?

    Editing Reports:

    • What are filters and properties on reports? How do I edit them in an existing report?
    • What visualisation options do I have?

    Custom Reporting:

    • When do I create a custom report?
    • What types of reports are there?
    • How do I know which data sets to choose?
    • How do I configure it all
  • Each HubSpot training course is equipped with plenty of activities to help you apply what you have learned and keep you engaged from beginning to end. In this training course, you'll go through activities that will help you:

    • Edit existing data structures for reporting success.
    • Identify current reporting gaps.
    • Understand and interpret the core components of a best practice report.
    • Create and customise dashboards in HubSpot.
    • Understand and correctly identify required data sources and data points.
  • We design each HubSpot training to help you quickly and easily gain experience utilizing your Sales Hub tools. In this particular training you will see demos in the following areas:

    • Properties and Data Management
    • HubSpot Sales Analytics
    • HubSpot Dashboards and Report Library
    • Editing existing reports
    • Building custom reports from scratch (from multiple data sources)

Cancellation Policy

  1. classroom

    Our Trainers

    You’ll love the hands-on approach of every training. A dedicated HubSpot professional will guide you through your marketing tools and strategies. Each trainer is engaging, talented, and, most importantly, here to help you reach your full potential as a HubSpot user.
     
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  • The Trainers were exceptional: Extremely knowledgeable, upbeat and supportive. The material covered all the right areas and the examples were spot on.

    Jackie

    Founder/Senior Consultant

    Bumplogic

  • You get much more than if you had just scanned through the documentation online. It was an excellent use of my time, even after taking it before. Great job. I honestly wouldn't change anything. Thanks!

    Alyssa

    Senior Director of Marketing

    The Energy Project

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