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Are you looking to improve your sales tracking and reporting with HubSpot? Look no further than HubSpot’s custom reports feature. In this tutorial, we’ll walk you through everything you need to know about creating and using custom reports in HubSpot’s Sales Hub.
Why Use Custom Reports in HubSpot?
Custom reports in HubSpot’s Sales Hub allow you to track and analyze your sales data in a way that is tailored to your specific needs. With custom reports, you can create reports that focus on specific metrics, time frames, and even specific teams or individuals.
This level of customization allows you to gain deeper insights into your sales performance and make data-driven decisions to improve your sales strategy.
Read our HubSpot Sales Hub review.
Track Key Metrics
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Custom reports allow you to track key metrics that are important to your sales team. This could include metrics such as total deals closed, average deal size, or conversion rates.
By tracking these metrics, you can identify areas of improvement and make adjustments to your sales strategy to drive better results.
Analyze Data Over Time
Custom reports also allow you to analyze your sales data over a specific time frame. This could be a week, a month, a quarter, or even a year. By analyzing data over time, you can identify trends and patterns in your sales performance and make informed decisions about your sales strategy.
Focus on Specific Teams or Individuals
Custom reports also allow you to focus on specific teams or individuals within your sales organization. This can be helpful for identifying top performers, areas for improvement, and providing targeted coaching and training.
How to Create a Custom Report in HubSpot
Creating a custom report in HubSpot is a simple process. Follow these steps to get started:
- Log in to your HubSpot account and navigate to the “Reports” tab in the top navigation bar.
- Click on the “Create custom report” button in the top right corner.
- Choose the type of report you want to create. This could be a deals report, a contacts report, or a company report.
- Select the metrics you want to track in your report. You can choose from a variety of pre-defined metrics or create your own custom metrics.
- Choose the time frame for your report. This could be a specific date range or a rolling time frame.
- Select any filters you want to apply to your report. This could include filters for specific teams, individuals, or properties.
- Click “Save” to create your custom report.
Tips for Creating Effective Custom Reports
To get the most out of your custom reports, here are some tips to keep in mind:
Define Your Goals
Before creating a custom report, it’s important to define your goals. What do you want to achieve with this report? What metrics are most important to track? Having a clear understanding of your goals will help you create a more effective report.
Keep it Simple
When creating a custom report, it can be tempting to include every possible metric and filter. However, it’s important to keep your report simple and focused on your goals. Too much data can be overwhelming and make it difficult to identify key insights.
Regularly Review and Update
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Sales data is constantly changing, so it’s important to regularly review and update your custom reports. This will ensure that you are always working with the most up-to-date data and can make informed decisions based on current performance.
Real-World Examples of Custom Reports in Action
Let’s take a look at some real-world examples of how companies are using custom reports in HubSpot’s Sales Hub to improve their sales tracking and reporting.
Tracking Sales Performance by Region
A global software company uses custom reports to track their sales performance by region. By creating custom reports for each region, they can identify which regions are performing well and which regions may need additional support or resources.
Identifying Top Performing Sales Reps
A sales team at a SaaS company uses custom reports to identify their top performing sales reps. By tracking metrics such as total deals closed and average deal size, they can recognize and reward their top performers and provide targeted coaching and training to those who may need it.
Analyzing Sales Data Over Time
A manufacturing company uses custom reports to analyze their sales data over time. By tracking metrics such as total revenue and conversion rates over a rolling time frame, they can identify trends and patterns in their sales performance and make data-driven decisions to improve their sales strategy.
Who Can Benefit from Custom Reports in HubSpot?
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Custom reports in HubSpot’s Sales Hub can benefit a variety of teams and individuals within your organization. This includes:
- Sales managers who want to track and analyze their team’s performance
- Sales reps who want to track their own performance and identify areas for improvement
- Marketing teams who want to track the impact of their campaigns on sales performance
- Executives who want to gain a high-level overview of sales performance and make strategic decisions
Custom reports in HubSpot’s Sales Hub are a powerful tool for tracking and analyzing your sales data. By creating custom reports, you can gain deeper insights into your sales performance and make data-driven decisions to improve your sales strategy.
Remember to define your goals, keep your reports simple, and regularly review and update them to get the most out of your custom reports. With the right approach, custom reports can help your sales team achieve greater success.