Reports & Dashboard In HubSpot CRM
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The document provides instructions on creating reports and dashboards in HubSpot CRM, detailing two specific report types: one for contacts by annual revenue and another for company types. It also outlines the benefits of utilizing these reports for marketing optimization and personalization. Steps for creating a report include logging into HubSpot, selecting report types, customizing visualizations, and adding reports to a new dashboard.
Reports & Dashboard In HubSpot CRM
- 1. Report & Dashboard In HubSpot CRM cloud.analogy [email protected] +1(415)830-3899 cloud.analogy [email protected] +1(415)830-3899
- 2. ❏ Create report and dashboards in HubSpot CRM. ❏ Two types of reports: 1. First report is for contact that will specify the contact under a single annual revenue. 2. Second report is for company to inform how many companies come under a single company type. ❏ These two reports should be under a common Dashboard. Client’s Requirements cloud.analogy [email protected] +1(415)830-3899
- 3. Benefits Of Reports And Dashboards In HubSpot CRM ❏ Help you optimize the search for the publication of important, attractive, and transform-optimized content. ❏ Change the content according to who is viewing your page. ❏ With marketing automation, you can use each lead's behavior to tailor emails, content, offers, and outreach effectively. cloud.analogy [email protected] +1(415)830-3899
- 4. Steps To Create Report And Dashboard In HubSpot CRM Log in to your Hubspot CRM Go to Marketing Hub Under reports tab go to reports Select the type of report you want Choose an object for which you are creating Report. Click on create Custom Report Add the object properties and visualize it in your way. Save the report Go to report tab and click on Dashboard, Create new dashboard and Give the name to your dashboard. Click on add reports, select reports and click on dashboard, select your dashboards name. cloud.analogy [email protected] +1(415)830-3899
- 5. Go to Marketing Hub Click on Reports Create & Save Custom Report Login to HubSpot CRM Our Solution Add to Dashboard cloud.analogy [email protected] +1(415)830-3899
- 6. Steps To Create Report And Dashboard cloud.analogy [email protected] +1(415)830-3899
- 7. Step 1: Logged in to HubSpot CRM, Go to Marketing Hub. Click on report tab and select report. Step 2: Click on Create Custom Report. cloud.analogy [email protected] +1(415)830-3899
- 8. cloud.analogy [email protected] +1(415)830-3899 Step 3: Choose the type and object from the report.
- 9. cloud.analogy [email protected] +1(415)830-3899 Step 4: Give name to your report, add property and visualize your report.
- 10. cloud.analogy [email protected] +1(415)830-3899 Step 4: Configure column chart, choose chart type and save your report. Your report will look like this.
- 11. cloud.analogy [email protected] +1(415)830-3899 Step 5: Go to reports tab and select dashboard, create new dashboard, click on add reports, select the reports and add to dashboard.
- 12. cloud.analogy [email protected] +1(415)830-3899 Step 5: Choose your Dashboard Name and save. Your dashboard is created.
- 13. cloud.analogy [email protected] +1(415)830-3899 Conclusion While creating the report, we have to select the report type. We have to add property to our report and then we have to visualize it. After creating new dashboard please ensure to add reports in that dashboard.
- 14. Thank You cloud.analogy [email protected] +1(415)830-3899 Thank You