Reports are key to understanding your business's performance, highlighting successes and areas for improvement. HubSpot offers a comprehensive library of templated reports for all account levels, from free HubSpot CRM users to enterprise clients. Here are 10 essential reports to add to your dashboard today.
1. Website Visit, New Contact, and Customer Totals Report (00:22)
This report provides a broad overview of your funnel performance, showing conversions from visitors to new contacts and customers. It helps assess how effectively your marketing drives quality leads that sales can convert into customers, identifying potential drop-offs in the process.
2. Marketing Channels Report (02:11)
Analyse the performance of each marketing channel with the session bounce rate, average duration, and page view totals by source report. This insight helps refine your lead acquisition strategy by identifying channels with high bounce rates or low engagement.
3. Marketing Email Engagement Report (03:22)
Evaluate email marketing performance with the marketing email sent totals and engagement rates report. It identifies trends in effective content and highlights areas for optimisation, such as subject lines or targeting strategies, ensuring your email marketing efforts are impactful.
4. Blog Posts Report (04:48)
Discover which blog posts engage audiences with the blog posts by most total views report. It helps identify successful content topics and formats, and highlights posts that may need more promotion or redistribution to improve visibility and engagement.
5. Ads Report (07:09)
The ad clicks by network report, available once ads accounts are connected, provides insights into click-through rates across ad networks. High click-through rates indicate effective messaging and targeting, while low rates may necessitate strategy adjustments.
6. Contacts & Deals Reports (08:24)
The contacts created and worked totals with deals created and won totals report offers a high-level view of your sales pipeline, showing how leads are converted into customers. Pair it with the deal average time in stage report for a comprehensive look at deal progression and pipeline health.
7. Deal Totals Report (09:36)
Evaluate your sales pipeline with the deal totals by create date with status breakdown report. It provides insights into win rates and helps predict future sales performance, aiding in strategic planning and forecasting.
8. Deal Leaderboard (10:57)
Assess sales team performance with leaderboards, such as the deal leaderboard amount closed by rep report. Combine with activity leaderboards to gain insights into actions driving success, offering recommendations for underperforming reps.
9. Chat Conversation Report (12:09)
Monitor service team efficiency with the chat conversation average first response time by rep report. It highlights SLA adherence and identifies training needs or channel strengths, optimising resource allocation and improving customer support.
Checklist for Utilising HubSpot Reports and Dashboards:
[ ] Review funnel performance with the website visit, contact, and customer totals report.
[ ] Analyse marketing channel effectiveness.
[ ] Optimise email engagement with performance insights.
[ ] Monitor blog post success and discoverability.
[ ] Track ad performance metrics for improved targeting.
[ ] Assess sales pipeline health with contacts and deals reports.
[ ] Evaluate win rates and forecast sales with deal totals.
[ ] Compare sales team performance using leaderboards.
[ ] Ensure customer support efficiency with chat conversation reports.
Conclusion
In conclusion, mastering your metrics through HubSpot reports and dashboards is essential for driving business success. By leveraging these powerful tools, you can gain valuable insights into every aspect of your operation, from marketing effectiveness to sales performance and customer support efficiency. These insights not only highlight areas of excellence but also pinpoint opportunities for improvement, enabling you to refine strategies and achieve your business goals.
If you need any assistance in navigating HubSpot's features or have any questions about optimising your reports and dashboards, don't hesitate to contact our team at Crocodile Marketing. We are here to help you wrestle with any automation and CRM challenges. Reach out to us at Crocodile Marketing today.
