Oct 17, 2018 9:21 AM
While I love HubSpot, I don't feel the platforms reporting capabilties are onpar with the rest of the tool... not worth $1,200 a year.
Have you considered using a third party reporting tool? Databox is great tool and very affordable. It can help you automate most basic reports and has the ability to send daily or weekly notifications.
Grow is absolutly amazing, but for most advanced reports and still is very expensive.
Hope this helps.
Oct 28, 2018 8:24 PM
We use the HubSpot reporting add-on a lot for our biggest customers. If you set up the right reports on your dashboards, then you can email that automatically every week to the right people.
Here's where you would do that:
For more advanced reporting though, I have to agree with @ajwiggins85 here. Your best option is Databox. Databox integrates beautifully with HubSpot and many other softwares. Here's an article about the HubSpot-Databox integration.
I hope this helps. If it does, please mark it as one of the solutions.
Thanks and have a great week