Skip to content

Report on performance

Last updated: June 11, 2021

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.

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.

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.

Use standard reports

Your HubSpot account includes standard reports to get you started measuring the success of your business. Browse the report library to find a pre-built report that suits your needs, or use the analytics tool to view both high level and in-depth metrics about your website, sales activities, service activities, and more.

Create custom reports

If you have a Professional or Enterprise subscription, use the reports tool to create 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.

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.

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.