About HubSpot Dashboards and Reports
HubSpot’s dashboards and reporting tools are user-friendly and customizable, making them powerful tools for data-driven decision-making.
Dashboards provide an overview of metrics and data insights to track performance.
Reports are visual representations of specific data points (e.g., bar graphs, tables) that can be added to dashboards.
🥇 Best Practices
Leverage Aggregations
Use aggregation methods (e.g., sum, average, count) to summarize data into actionable insights. For better analysis, group data by meaningful categories, such as lead sources or sales reps.
Select the Right Data Sources
Choose a primary data source (e.g., Contacts, Deals) that matches the report’s focus. Only add secondary data sources if they provide additional context or value, ensuring logical and clear data relationships.
Apply Relevant Filters
Use filters to refine your data, such as date ranges, deal stages, or lifecycle statuses. Avoid over-filtering; start broad and narrow down to avoid excluding critical data.
Leverage Dashboards
Add reports to dashboards for a consolidated view of insights and set permissions to share dashboards with other colleges to foster collaboration. HubSpot offers sample reports that can serve as a starting point. You can customize them further to meet your needs.
📄 Step-by-Step Instructions for Creating and Managing Dashboards and Reports
Access Dashboards
Login to HubSpot: Go to your HubSpot account and sign in.
Navigate to Dashboards:
In the top navigation bar, click on Reports > Dashboards.
You'll see a list of your existing dashboards.
Create and Manage Dashboards
Managing dashboards in HubSpot enables you to organize and analyze your data effectively. Here's a concise guide to creating, customizing, and managing your dashboards:
Creating a Dashboard:
In your HubSpot account, go to Reporting > Dashboards.
Create a New Dashboard:
Click Create dashboard in the upper right corner.
Choose a pre-made dashboard template or select New Dashboard to start from scratch.
Enter a unique name for your dashboard.
Set user access permissions:
Private to owner: Only you and admins can view and edit.
Everyone: All users can view; specify if they can edit.
Only specific users and teams (Enterprise only): Select specific users or teams and assign view or edit permissions.
Click Create dashboard to finalize.
Customizing Your Dashboard:
Add Reports:
Organize Reports:
Edit Reports:
Hover over a report, click the Actions dropdown, and select options like Rename, Clone, Remove from dashboard, or Delete.
Add Notes:
Click the Actions dropdown in the upper right and select Insert images, text, or video.
Enter your content and click Insert to add it to the dashboard.
Managing Dashboards:
Viewing Activity:
By following these steps, you can effectively create, customize, and manage your HubSpot dashboards to align with your reporting needs.
Create Custom Reports
Creating custom reports in HubSpot allows for tailored data analysis that provides valuable insights tailored to your goals.
Accessing the Custom Report Builder:
In your HubSpot account, navigate to Reporting > Reports.
Click Create report in the upper right corner.
Select Custom Report Builder to start from scratch or choose a pre-built template.
Selecting Data Sources:
Choose the primary data source (e.g., Contacts, Deals) that will be the focus of your report.
Add secondary data sources if needed. Note that the primary source determines the main dataset, and secondary sources relate to it.
Adding Fields:
In the left panel, search for and select the properties or metrics you want to include.
In the report builder, drag and drop these fields into the appropriate channels (e.g., X-axis, Y-axis).
Customizing Filters:
Configuring Visualization:
Choose the chart type that best represents your data (e.g., bar, line, pie).
Customize the visualization by adjusting labels, colors, and data groupings to enhance clarity.
Saving and Sharing the Report:
Once satisfied, click Save to add the report to your reports list.
You can also set appropriate permissions to add the report to a dashboard for easy access and share it with team members.
Sample Reporting Dashboard - This custom dashboard in HubSpot provides insights into email performance, prospects by program, recruitment activities by recruiter, and recruitment activities by contact.
✏️ Additional Data Points
Email Performance - This provides an overview of your email marketing performance and sender reputation. It includes metrics such as bounce rates, open rates, click-through rates, unsubscribes, spam reports and more.
Email Health - This displays your college email health score based on how well your email campaigns perform. A high Email Health score indicates the likelihood that your emails will land in your contacts' inboxes rather than being filtered as spam or ignored.
Forms - Analyze your HubSpot form submissions to evaluate your form's effectiveness.