Use the contact analytics tool to break down your contacts by source, lifecycle stage, country, create date, or activities. Analyze trends for a specific list, saved filter, or across your entire contact database.
In your HubSpot account, navigate to Reports > Analytics Tools.
Click Contact Analytics.
Use theDate rangedropdown menu to filter the data, based on the contact Create Date value, to a specific time range.
If you select a rolling date range, the data set willexcludethe current day.
A week in the report starts on Sunday by default, when the date range selected consists of a week, or when the frequency is set to Weekly.
On the right, clickExportto export the data.
In the dialog box, enter theNameof your file and click theFile formatdropdown menu to select aformat. ClickExport.
The export file will be sent to your email address and can be downloaded in your notification center, accessed by clicking thenotificationicon in the top right.
To add the report to a dashboard, click theAdd to dashboarddropdown menu and select if you want to add it to anexisting dashboardorcreate anew custom dashboard.
If you selectExisting dashboard, click theSelect existing dashboarddropdown menu and select the dashboard to add the report to.
If you selectNew custom dashboard, enter theCustom dashboardname and click theVisibilitydropdown menu to select if the dashboard should be shared, shared but read only to others, or private to your own user.
ClickSave & add.
Click the List or saved filter dropdown menu to select a list or saved filter to limit the contact data to.
In the upper left of the chart, click thedropdown menuand select themetricyou want to view in the chart.
Lifecycle stage: analyze how your contacts are distributed across lifecycle stages in the buyer's journey.
Country: analyze your contacts by country. This report is based on the IP country property value from a form submission.
Create date: analyze your contacts by create date. This report is based on the year the contacts were added to your contact database.
Activities: analyze your contacts by activities. This includes the number of marketing email opens and clicks, tracked visits to your website, clicks on social links, and conversions on your HubSpot forms.
In the upper right of the chart, click theStyle dropdown menu and select thetypeof chart you want to use for analysis. Depending on the metric you've selected, you can display your data as an area chart, column, line, or a combination of an area and line chart to visualize the data.
The table displays the metric selected in the chart.
Click the Count of contactsto view the contacts included in each segment of your report. In the right panel:
Click a contact nameto open their contact record in a new window.
Click Use in list to create a new list with these contacts, or add them to an existing list.
Click Export to email a file with these specific contacts.
Click Go to Contacts to jump to a new saved filter of these contacts created with all the same criteria of your contacts analytics report.