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Report on performance

Last updated: June 22, 2022

Applies to:

All products and plans

In HubSpot, you have many ways to report on your marketing, sales, and service efforts. Learn how to set up your account for successful reporting, use HubSpot’s report library, create custom reports, and build report dashboards. Many of HubSpot’s tools also include tool-specific analytics, such as email performance and workflow enrollments. You can share your dashboards and reports via email and Slack or export them from HubSpot.

Below is an overview of the ways that you can measure your performance in HubSpot. Within each section, you’ll find links to detailed instructions for each task.

Before getting started, make sure you’re logged in to your account. Learn more about logging in to HubSpot.

Use standard reports

All HubSpot accounts include standard reports to help you get started measuring the success of your business. Browse the report library to find a pre-built report that suits your needs. Depending on your HubSpot subscription, you can also use analytics tools to view both high level and in-depth metrics about your website, sales activities, service activities, and more. For example, you can use standard reports to calculate the number of deals created by website traffic or the number of new contact conversions from ads. Reports can be shared to your users via email or Slack, either on a recurring basis or as a once-off.

Create custom reports

Use the reports tool to build custom reports for single or multiple objects, create funnel reports, and report on attribution. With the advanced custom report builder, you can create reports using data sources from across your account, including custom objects. For example, you can create a custom report to calculate the number of customers that are subscribed to your business’s subscription tiers. 

Create and manage dashboards

Use dashboards to group custom and standard reports together. Dashboards can be created for different teams in the account based on the information they need. For example, you can create web and email performance dashboards for your marketing team, and sales productivity dashboards for the sales team. You can also embed external content on a dashboard to pull in data from outside of HubSpot. Dashboards can be scheduled to send to your users on a recurring basis or you can share them via email or Slack.

Measure performance of individual tools

Many HubSpot tools enable you to analyze overall and individual asset data. For example, in the email tool you can view the combined metrics of all marketing email campaigns and also view metrics for individual emails. Use this type of reporting to understand both high-level impact and how individual assets are performing.

Set up website tracking and sales forecasts

While many HubSpot reports are ready to use out of the box, some types of reporting require set up or activation to start gathering data. If you have non-HubSpot pages on your website, install the tracking code to gather data from those pages. If you have websites across multiple domains, set up cross-domain site tracking and create separate analytics views. To forecast revenue across your sales team, set up pipeline categories and sales revenue goals.

Join the HubSpot Community

To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team.

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