hubspot reporting add-on
TRANSCRIPT
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