Digital transformation in business has given us plenty of opportunities to collect and analyze a bounty of new data. HubSpot gives us the power to shape that data into intentional and meaningful reports and dashboards. However, it’s easy to get overwhelmed with all of the possibilities. Rather than adding to the ongoing list of “cool-looking” reports in your portal, let’s explore a proven process for report requests and best practices for creating custom reports in HubSpot. That way, your reports and dashboards will not only look great, but they’ll also provide actionable insights that lead to better, more-informed decisions.
In this 60-minute session, learn:
- How to evaluate your existing reports and dashboards
- 5 important questions to ask prior to creating any custom report
- How to create decision-making tools, not just reports
This session applies to sales, marketing, customer service, and revenue operations leaders as well as users of the marketing, sales, and service hubs at the professional and enterprise tier. Attendees will receive a Report Request Form Template to provide you with a proven process for creating effective custom reports in HubSpot.
Why learn about custom reporting tools and data strategy?
1. Align your teams around accurate information
Well-managed data accurately transformed into visual reports allows every stakeholder in your business to see the information they need to improve their corner of the world. It also allows them to ensure they see the bigger picture and don’t make detrimental decisions in information silos.
2. Empower data-driven decisions
At its core, data-driven decision-making means making judgments based on information rather than intuition, assumptions, or disjointed observation. Done well, it can allow you to anticipate what your customers need before they even ask.
3. Implement better strategies
Data affects your entire organization. Whether it’s cultivating leads, caring for customers, or even communicating internally, with effective data analysis you can implement better strategies across the board.
Now that you know why your teams might want to use or optimize custom reports and dashboards in HubSpot, here’s your chance for expert advice from our Director of Digital Enablement, Bradley Hofbauer, and our Director of Account/Project Management, Tiffany Cavegn.
Register now for this virtual HUG event on Wednesday, May 25, 9:00 AM (CST).
Please Note: Registration for HubSpot User Group events requires you to be logged into your HubSpot portal.