Page shares an example of the usefulness of a forecast report, explaining, “if we noticed large amount of deals in contract sent or completed demo but not closed yet, we can have our team take action to follow up with those people and give them an extra push to become customers. Such a report can be quite helpful for keeping an eye on which deals have been closed, which haven’t been closed, which are on-going and so on. This way we are able to see the value of deals in the pipeline and what stage they are in at a high level.” “The report we made for our company Listgiant is a Pipeline forecast break down based on the deal stage. Giant Partners’ Steven Page talks about a pipeline forecast report his company created in HubSpot that has been their most helpful so far. Now that you understand what a custom report in HubSpot is, let’s move on to some helpful custom reports: Related: 13 HubSpot CRM Custom Fields You Should Setup 9 Most Helpful Custom HubSpot Reports Our survey found that 79% of business folks rely on custom reporting while only 21.1% do so on default reports.
That said, compared to default reports, custom reports in HubSpot are a lot more popular too. You can also export it to save it on your device. Once you’re done making your HubSpot custom report, you can name and save it to your reports lists or dashboard.
Visualization – this is how you will display your data, in an area graph, pie chart or table among many other options.Example, you can filter contacts by their city. Filters – you can set filters to get more specific.Properties – these are the properties of your data set objects.
Your data set – this includes contacts, products, companies, activities, etc.To get started with creating a HubSpot custom report, you need to have four things in place: However, which types of custom reports and how many of them you can build depends on your subscription plan. This means you can have all your data sources at one spot rather than having to join data in Excel from scratch for building a report on another software.Ĭustom reports in HubSpot don’t only offer more variety in functionality, but also in display types. Therefore, with custom reporting, you can analyze various objects and integrations in one place. The custom report builder differs from other HubSpot reports in that it allows you to display data from sales and marketing in addition to objects.”
For instance, with a custom report, you can further analyze the data at hand or review it in-depth, compare activities, and more.Īs Edward Mellett of WikiJob puts it, “Custom reports are for questions that aren’t covered in the standard reports.” For example, “What are the effects of certain lists on our content? What impact did our campaigns have on revenue? What impact did certain pages have on your contacts as they progressed through the funnel to conversion?”Ĭommenting on how custom reports in HubSpot differ, The Drum Ninja’s Diego Cardini says, “Custom reports provide you greater control over how you analyze items and actions in your HubSpot account. Default reports in HubSpot can help you with surface-level activities for business reporting.Ī HubSpot custom report, however, enables you to dive into the details.