Reports

What type of HubSpot report should I use?

Last updated: March 15, 2016

Below are common questions regarding Contacts, Content, and Analytics that can be answered using reports in HubSpot.

Note: Contacts Reports, Companies Reports, and customized Attribution Reports are available for Enterprise customers only.

Reports about People

  • How many companies do I have in my database? - Companies Report
    - Choose the 'Create Date' conversion type property
    - Break down the report by the 'Account Name' property

  • How are we tracking toward our leads goal? - Contacts Report
    - Choose the 'Create Date' conversion type property

  • How many leads are we generating? - Sources Report
    -
    Build a report of 'Contacts'

  • How many Contacts do I have at each lifecycle stage? - Contacts Report
    - Choose the 'Lifecycle Stage Distribution' report recipe

  • How do my Sales Rep see which of their leads have recently visited our website? - Contacts Report
    - Choose the 'Time Last Seen' conversion type property
    - Break down the report by the 'HubSpot Owner' property

  • How do I see my Subscriber growth over time? - Contacts Report
    - Choose the 'Became a Subscriber Date' conversion type property

  • How many Contacts from each of my personas are Customers? - Contacts Report
    - Use a list based on: 'Contact property | lifecycle stage | is equal to | Customer'
    - Choose the 'Became a Customer Date' conversion type property
    - Break down the report by the 'Persona' property

  • How many Contacts were created from a specific campaign? - Contacts Report
    - Use a list based on: 'Contact property | Original Source Type 1 | is equal to | [Campaign Name]' OR 'Contact property | Original Source Type 2 | is equal to | [Campaign Name]'
    - Choose the 'Create Date' conversion type property

  • How many leads do each of my HubSpot Owners own? - Contacts Report
    - Choose the 'Create Date' conversion type property
    - Break down the report by the 'HubSpot Owner' property

Reports about Content

  • What pages do our MQLs view? - Attribution Report
    - Use a list based on: 'Contact property | lifecycle stage | is equal to | Marketing Qualified Lead'
    - Choose the 'Time Last Seen' conversion type property
    - Break down the report by 'URL' and 'All Interactions'

  • What are the close rates of different pages on my website? - Attribution Report
    - Choose the 'Create Date' conversion type property
    - Break down the report by 'URL' and 'All Interactions'

  • What pages are my high quality leads reviewing? - Attribution Report
    - Use a list of your high quality leads
    - Choose the 'Time Last Seen' conversion type property
    - Break down the report by 'URL' and 'All Interactions'

  • How many Contacts is my blog generating? - Sources Report
    - Build a report of 'Contacts'
    - Filter by your blog subdomain (only if hosted on HubSpot)

  • What pages are prospects viewing before subscribing to my blog? - Attribution Report
    - Choose the 'Became a Subscriber Date' conversion type property
    - Break down the report by 'URL' and 'Simple Decay'

Reports about Channels

  • What sources do our MQLs come from? - Attribution Report
    - Use a list based on: 'Contact property | lifecycle stage | is equal to | Marketing Qualified Lead'
    - Choose the 'Create Date' conversion type property
    - Break down the report by 'Source' and 'First Touch'

  • What are the characteristics of high quality sources? - Contacts Report
    - Choose the 'Create Date' conversion type property
    - Break down the report by 'Source' and 'All sessions'

  • What are the sources of my most recent Contacts who submitted a form? - Attribution Report
    - Choose the 'Recent Conversion Date' conversion type property
    - Break down the report by 'Source' and 'First Touch'

  • How are Offline (imported) Contacts visiting my site? - Contacts Report
    - Use a list of imported Contacts
    - Choose the 'Time of First Visit' conversion type property
    - Break down the report by 'Source' and 'First Touch'

Reports about Revenue

  • How much revenue am I generating by company? - Companies Report
    - Choose the 'Companies Revenue by Source This Year' recipe

  • How much revenue are my sources generating? - Contacts or Companies Report
    - Choose the 'Recent Deal Close Date' conversion type property
    - Break the report down by 'Original Source Type'
    - Calculate the total value of the 'Recent Deal Amount' property

 

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