hubspot reporting add-on

How To Create Better Sales Enablement For Your Clients

From the Reporting Add-On

Thomas Moin Host Channel Account Manager

Jeremy Singh Co-Host Channel Account Manager

Rosalia Cefalu Demo Champ Sales Enablement

Ads Reports Website

INBOUND New Products Add-Ons

And this happened

Ads Reports

Website

AGENDA Why? Reporting Add-On vs. Standard Analytics Types of reports Benefits DEMO! Pricing and Additional Learning

1 2 3 4 5 6

Why?

HubSpot built the Reporting Add-On so marketers could easily create, customize and view reports on every aspect of their marketing, all on one dashboard. It makes reporting easier by saving you the time and effort of jumping between products to see all your metrics. And best of all, keeps you out of excel.

REPORTING IS USING DATA TO

GATHER INSIGHTS ABOUT THE

PROGRESS OF YOUR BUSINESS

GOALS.

Doesn’t HubSpot already have Reports?

Analytics Before INBOUND! Enterprise Reports: •  Contacts Reports •  Companies Reports •  Revenue Reports •  Attribution Reports You must have Enterprise to run any type of advanced, customized reporting about your contacts and content. You cannot have more than 1 report on a screen, and you cannot run a report on multiple dimensions without using a list.

Analytics After INBOUND! Any product tier can run customized reports based on contacts, companies, and revenue with the US $200/month add-on. You can now have up to 10 reports on one dashboard and have multiple dashboards. If someone wants to add additional columns to their reports, they can.

Analytics After INBOUND!

BLOG LEADS BY SOURCE 1. Learn what channels are

best at generating leads for

your blog.

2. This report will help take the

guess work out of

promotion.

NUMBER OF CONTACTS 1. Shows the number of new

contacts your are generating over a period of time.

2. Monitor this number throughout the month to make sure you hit your goals.

CONTACTS LIFECYCLE FUNNEL

See how qualified your leads are by reporting on how your contacts move through the different lifecycle stages.

CONTACTS BY CONVERSION

Use this report to find out what types content are helping generate leads as well as the topics your audience is most interested in.

NUMBER OF MQLs

Use this report helps you keep track of the number of people who came to your site and did more than just read your content. They downloaded an ebook or attended a live webinar

MQL BY SOURCE

Use this report to find out what types content are helping generate leads as well as the topics your audience is most interested in.

Good For Your Agency

AVERAGE DAYS TO CLOSE BY SOURCE

1. Learn how long it takes to

close customers from each

traffic source

2.  Identify the sources that

attract leads who are likely

to close as well as identify

at-risk opportunities.

REVENUE REPORTING

•  Monitor your revenue goals

by tracking how much

money your company is

generating each month.

Let’s see it in Action!

•  POLL: Which of the following reports do you think will

help your meetings with clients the most?

Good For Your Clients Integrated: Your reports are powered by powerful data from each of your

HubSpot apps, and any integrated apps you may be using with HubSpot

Connect.

Easy: Choose from our library of report templates, or build from scratch.

Preview real-time data and enjoy a drag-and-drop interface for painless

dashboard building.

Customizable: Customize dashboards for all your stakeholders, include high

level reports for executive dashboards, or get granular with any data stored on

a contact’s property for more specialized teams.

Good For Your Agency

Set SMART Goals.

Determine the question your data should answer.

Identify the key metrics to track.

Develop a reporting routine.

Pricing •  AUD: $270 / month

•  USD: $200 / month

•  S: $280 / month

Pricing •  AUD: $270 / month

•  USD: $200 / month

•  S: $280 / month

QUESTIONS?

Resources Academy Broadcasts On Reporting:

http://academy.hubspot.com/broadcasts/reporting

THANK YOU