HubSpot analytics & reporting

Have you onboarded on HubSpot but still struggling on getting accurate and meaningfull reports? Do the reporting tools seem too complicated? You are on the right spot, to find all the answers about HubSpot reporting and analytics. Whatever the case is, our team has the knowledge, experience and tools to provide your with the best possible analytics, on an ad-hoc or regular base.

Overview of HubSpot reporting

HubSpot reporting  tools can give you a clear picture of your marketing, sales, and customer service performance, monitoring and reporting:

• Website traffic, lead conversions, customer engagement etc.
• Sales team activity and performance.
• Customer support activity and  performance
• Marketing campaigns performance.
• Customer base insightfull statistics.

HubSpot custom reports

HubSpot custom reports allow you to analyze data across multiple objects and activities within your HubSpot account, providing a comprehensive view of your business operations. Unlike single object reports, which focus on data from one specific object such as contacts or deals, custom reports enable you to combine data from various sources, offering more complex insights and a holistic understanding of your performance. This flexibility makes custom reports ideal for businesses seeking to tailor their analytics to specific needs and gain deeper insights into their marketing, sales, and service activities.

Our team has the knowlege and experience to design and create custom reports answering to your business needs.

HubSpot integration - sync with other databases

It is often necessary to combine your HubSpot CRM data with other databases, to create reports and analytics based on specific business needs. HubSpot offers the tools to integrate with data from other source. Using API connectivity, third party tools or csv / xlsx exports,  we can either integrate the data from the other sources into HubSpot to enhance our HubSpot custom reports, or export data from HubSpot and analyze it along with other data in a spreadsheet or other analytics tool.

Usual cases of multiple data sources combination:

• Integrate ERP data to HubSpot: using an API integration or by importing csv files, data from your ERP can appear in your HubSpot reports allowing a deep, combined analysis.
• Combine Hubspot and other data to a reporting tool: using an API integration or by exporting csv files, HubSpot data can appear in a third party reporting & analytics tool (Ms excel, Power BI etc)  for advanced analytics and reporting.

Limits of HubSpot reporting tools

While HubSpot offers advanced reporting tools, their reporting capabilities may have some limits or present difficalty for HubSpot users:

• While creation of simple reports (single object) is easy for a trained HubSpot user, custom reports (multiple objects) may be tricky, requiring a reporting & analytics expert with and users with specific experience in HubSpot reporting tools.
• Custom reporting require higher-tier plans (Professional or Enterprise hubs), a limitation that can be resolved with the use of third party tools
• In some cases of advanced reporting requirements, exporting data from Hubspot and process them other tools may be the optimum solution.

In such cases, our team will be able to find a suitable solution, overpassing the obstacles and system's limitations.