You put a lot of insight, creativity, and hard work into your inbound marketing program. So, once your work is out in the world, how can you tell which efforts actually engage your prospects? How do you know which email subject lines are the heavy hitters, and which web pages or blog posts bring in the most traffic? Wouldn’t it be great if HubSpot provided an easy way for you to derive useful marketing metrics to assess your performance and make improvements in your programs?
In this video, you’ll get to know three of the most useful types of HubSpot marketing reports. Learn where to find them in your portal, when to use them to get meaningful data on the different components of your marketing program, and who can get the most benefit from the information that each different type of report provides.
Transcript: The 3 Most Helpful HubSpot Reports and When to Use Them
Looking for ways to assess your inbound performance? Lucky for you, there are a number of reports in HubSpot that help you continually improve your program and ensure optimum results. I’m going to cover 3 of the most useful types of reports, tell you where to find them in your HubSpot portal, when to use them, and who will get the most out of them.
The first type of report is the Tool-Specific Report. Every key tool in HubSpot has its own report and, as the name implies, these reports are used to improve the performance of specific HubSpot tools. You might, for example, want to improve your email subject lines, improve social posts, improve your blog headlines or improve your landing page copy. These reports will help you do just that.
The second type of report is the Traffic Analytics Report. These reports are used to understand trends and overall portal performance, the key elements of which are website traffic, contacts and customers.
Finally, let’s look at Custom Reports. More complex ways of looking at your HubSpot portal require something more than just the Tools or Analytics Reports — they require the Custom Report tool. Keep in mind, though, that only Pro and Enterprise licenses have access to Custom Reports, and the limit on the number of Custom Reports you can create depends on your license tier.
Custom reports get very nuanced, so it’s best to dive in and play around to find out what’s possible. We also recommend checking out the HubSpot Academy, where you’ll find a lesson specifically on creating custom reports.
You can add any report you build, or that’s pre-built in the library in your portal already, to a Dashboard. This allows you to see a group of reports at a glance and know how things are performing. For example, we use Marketing, Sales, and Web Analytics dashboards:
Well, there you go: 3 of the most useful HubSpot Reports. The differences among these reports is in the “view” they provide. Tool-specific Reports give you a narrow and magnified view; Traffic Analytics Reports give you a sort of “whole picture” view of program KPIs; and Custom are for complex views.
HubSpot reports give you the ability to review data to help you understand how effective your program elements are today, and to identify ways to continue to build inbound momentum and boost results.
Learn more about using HubSpot reports and how to use them to monitor, demonstrate, and improve the effectiveness of your inbound program. Register today for the virtual Appleton HubSpot User Group on August 25, 2020!