Frequently Asked Questions

Last updated: October 24, 2017

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The Reports User Guide is a great starting point for learning about HubSpot's reports tools. Below are some other frequently asked questions related to reports.

How do I manage my reports in HubSpot?

The Reports Home is the gateway to oversee all of the analytics that mean the most to you. Manage your reports by analyzing your marketing trends using the Reports Dashboard. Compare trends using source bucketing and graphical breakdowns. Manage and edit your saved reports to better organize them by report type and create date. 

How is the score calculated in Attribution Reports?

Within an Attribution Report, the score represents the value of a touchpoint leading to Contact conversions. The score displayed in the 'Score / 100' column for each touchpoint is calculated based on a weighted value of points assigned to Contacts. Touchpoints with higher scores are considered more valuable and were touched by the most Contacts.

For a more detailed breakdown of the math behind the results, click here.

What type of HubSpot report should I use?

There are a lot of common questions regarding contacts, content, and analytics that can be answered by reports in HubSpot. For example, you can use the sources report to find out how you are generating new leads, or an attribution report to see what pages your MQLs are viewing most. For more examples of questions that HubSpot reports can answer, click here.

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

How do I track social media traffic using the Sources Report?

The sources report is a great way to see where traffic to your website is coming from. One of our favorites is through Social Media. Going through the Reports tab into the sources report, you can click on the Social Media option to see a break down of which social channels are bringing you the highest number of visits, contacts, and customers. 

For a more detailed breakdown of looking at Social Media impact through the Sources Report, check out this article.

How do I report on revenue in HubSpot?

Revenue Reporting is only available for Enterprise level customers. If you are interested in upgrading your account to gain access to this feature, please contact your Customer Success Manager.

If you are using deals in your portal, you can easily report on revenue using our Reports recipes. In order to sync deal properties, you must be using one of the following integrations:
  • HubSpot CRM
  • Salesforce Integration with opportunity sync enabled
  • Deals API

What is the 'Other Campaigns' source in the sources report?

In the sources report, the bucket for 'Other Campaigns' are visits, contacts, and customers from campaigns that are being monitored with specific tracking URLs, other than those used for Social MediaEmail, or Paid Search. You have the ability to customize the name of campaigns you are tracking when using tracking URLs and better separate what content in your campaign is driving more traffic and conversions.

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