May 12, 2015

How to Create Awesome Sales and Marketing Reports Using HubSpot

"Without data you're just another person with an opinion." – W. Edwards Deming

It may be a cliché to open a blog post with a quotation, but in the world of modern marketing today these words ring truer than ever. To drive growth using pipeline marketing, you must be able to provide clear attribution to both tactics and channels to determine what is working and what is not.

In today's post we're going to dive into a few key reports and HubSpot reporting hacks that we use to measure and report on the effectiveness of our marketing efforts and integrate sales and marketing.

Note: HubSpot enterprise subscriptions definitely have much more reporting functionality. I'll start with some professional-level tactics and then include some enterprise reports at the end.

Sales and Marketing Reports

First-touch attribution reporting:

For this you'll want to use the First Page Seen contact property, which shows each contact's first anonymous visit, and then use list reporting to illustrate how they are moving through the funnel. Here's an example of how this could look if I were to run a blog-attribution report for this month. You could run a similar report for any subfolder of your site (products, solutions, etc.):

1. Set your list criteria:


2. View list report:


Once the list has been populated, you can then use the list reporting feature to view both the lifecycle stage and source for these new blog contacts. Above you can see an example of the list source report. 

This should give you some more insight into what sections of your website are attributing to first touch and how the contacts that are viewing these pages first are moving through the funnel.

Last-touch attribution reporting:

This one is a little trickier to automate without Excel for any HubSpot users below the enterprise level. But if you create an attribution report, and select Last Referrer for a selected time frame, you'll be able to see which pages referred the contact to the page on which he or she converted. For example, this report could be used if you want to find leads that were influenced by your blog. Visitors don't typically convert on the blog posts themselves—they convert on the landing page following the blog post. So you want to see which blog page referred them to that landing page. The report settings should look like this:


And the report will look like this:


Unfortunately in the pro level, if you want to look at a certain subfolder of the site, you do have to export this to Excel and run the pivots.

Free Template Download: The Ultimate HubSpot Configuration Checklist

Multi-Touch Attribution:

With enterprise-level HubSpot portals, you can run multitouch attribution models across a range of criteria, from all interactions to a simple decay of the last six pages viewed. You can even select specific lists on which to run these reports, and as HubSpot Product Manager Rachel Sprung will tell you, "the strength of these reports really comes if you create a list and don't report on all contacts."

For example, you could look at contacts who became an MQL last month and are now opportunities to see which pages are helping move contacts through this stage of the funnel. Your list criteria could look like this:

last-touch-attribution-list-1.png And your report criteria like this:


Funnel Conversions:

According to HubSpot, 74 percent of companies that weren't exceeding revenue goals didn't know their visitor, lead, MQL or sales opportunities. Understanding your funnel is critical to success.

To track funnel conversions—for example in the MQL to SQL conversion rate—my favorite hack is to set up a workflow for contacts in a given lifecycle stage with a goal list of the next lifecycle stage. Then when you look at the workflow, it will tell you the conversion rate. For example:


The only thing to remember here is that HubSpot workflows will only track to the goal list while the contact is actively enrolled in the workflow. So, if you're tracking between lifecycle stages with a longer sales cycle you'll want to add a step with a delay for however much time you think you need.

Free Template Download: The Ultimate HubSpot Configuration Checklist


Deal Size:

For enterprise customers only, you can run contacts reports using the HubSpot CRM detail properties. If you have your contact properties set up appropriately to track which product was purchased, you could run a report that would look something like this:


The report will then give you both the sum of the recent deals for a given product and the average of recent deals for that product to give you an idea of revenue by product group and deal size.

I hope that this helps spark some ideas that you can implement in your portal today. If there are other reports that you really like or ways you've hacked different reporting functionality together in HubSpot, I'd love to hear about it. Give a shout or leave a comment below!

Thanks to Rachel Sprung of HubSpot for reviewing a draft of this post!

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Matthew Buckley

Matthew Buckley is a former New Breeder.


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