How to Create Custom Reports in HubSpot to Optimize Your Marketing Strategy
Posted: Mon Dec 23, 2024 4:34 am
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By Dany Ortiz
HubSpot Custom Reports is the feature within this CRM that will allow you to create and design reports based on your own business needs , choosing from a wide range of filters, metrics, and display options.
Being able to tailor reports to your organization, and not the other way around, is very useful because you will know the data that is really interesting for your company and in a way that is truly understandable by the entire organization and appropriate for that type of data. This, in turn, will allow you to make better decisions , since you will be basing them on the data that is really relevant to your business.
In this article, we'll explain what types of custom reports you can create in HubSpot, how to create them, and how to interpret them.
Are you thinking about hiring hr directors database Hubspot for your company and have questions? Click here and book a free consultation with us . We will help you define whether this tool fits your objectives and how it can benefit you.
How to create custom reports in HubSpot to optimize your marketing strategy
Types of custom reports you can create in HubSpot
Custom reports in HubSpot are available in all Professional and Enterprise CRM packages ( although there are exceptions), but the number and types of reports you can create will vary depending on your subscription. So before you get started, we recommend checking your account limits.
That said, below we will tell you about all the possibilities and their limitations.
Hubspot inbound marketing visual report
Individual Object Reports
With this type of custom report in HubSpot, you can analyze companies, deals, contacts, quotes, tickets, payments, activities, custom goals, feedback submissions, and inline items, among many other items. It's available in all Hubs except the Content Hub .
Funnel Reports
Look for
There are no suggestions because the search field is empty.
By Dany Ortiz
HubSpot Custom Reports is the feature within this CRM that will allow you to create and design reports based on your own business needs , choosing from a wide range of filters, metrics, and display options.
Being able to tailor reports to your organization, and not the other way around, is very useful because you will know the data that is really interesting for your company and in a way that is truly understandable by the entire organization and appropriate for that type of data. This, in turn, will allow you to make better decisions , since you will be basing them on the data that is really relevant to your business.
In this article, we'll explain what types of custom reports you can create in HubSpot, how to create them, and how to interpret them.
Are you thinking about hiring hr directors database Hubspot for your company and have questions? Click here and book a free consultation with us . We will help you define whether this tool fits your objectives and how it can benefit you.
How to create custom reports in HubSpot to optimize your marketing strategy
Types of custom reports you can create in HubSpot
Custom reports in HubSpot are available in all Professional and Enterprise CRM packages ( although there are exceptions), but the number and types of reports you can create will vary depending on your subscription. So before you get started, we recommend checking your account limits.
That said, below we will tell you about all the possibilities and their limitations.
Hubspot inbound marketing visual report
Individual Object Reports
With this type of custom report in HubSpot, you can analyze companies, deals, contacts, quotes, tickets, payments, activities, custom goals, feedback submissions, and inline items, among many other items. It's available in all Hubs except the Content Hub .
Funnel Reports