Dashboards & Reporting

kvonloesecke
Community Manager
Community Manager

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

EN Community - Holiday Campaign Artwork.png

 

Hey Community,

 

Year-end of reporting can feel like cramming for finals if you aren’t prepared!

 

Here are some tips to make your end-of-the-year reporting process stress-free:

  • Keep your CRM organized throughout the year - To maintain reporting accuracy, keep your contact, company, deal and other records up to date. 
  • Give yourself time - Don’t wait until last minute to prepare your reports. Give yourself time to create a stellar dashboard that can be shared with your team and management. 
  • Use Premade Reports - The HubSpot Reporting library and tools such as Sales Analytics are a gold mine for premade reports. Take a look through these tools to see if there’s a report you can add to your dashboard and perhaps even customize! 

We would love to hear your thoughts on year-end reporting in HubSpot!

Reply in the thread below with a tip that has worked for you or a lesson you have learned when creating year-end reports. 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
1 Accepted solution
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

Great advice @kvonloesecke - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feeling like they're behind right now, and build a dashboard that shows "YTD." This will help keep up all year, and the dashboard will automatically feel EOY when it's time. 

 

I'd also consider the audience for the EOY reporting. If they're high level, bottom line focused, keep the reporting to a minimum and show revenue, revenue attribution and the like. Know thy audience, right? Try to keep your EOY reporting ecetremely relevant so as to hopefully keep it concise. 

 

Cheers all, and here's to rounding out 2022 in style! 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

8 Replies 8
Jnix284
Thought Leader | Partner
Thought Leader | Partner

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

@kvonloesecke This is super helpful, thank you for compiling and for the reminder!

 

I think the end of the year is a great time to look at gaps in your data - are you missing data to get a clear picture in your reporting?

 

End of the year is a great time to create new properties (and workflows) that will support capturing the data you need heading into the new year - it also gives you a chance to update processes and roll out changes to your team.

 

 


maka Agency
kvonloesecke
Community Manager
Community Manager

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

You're very welcome, @Jnix284! 😄 

These are great tips about creating properties and rolling out new processes! 

Thank you for sharing!


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
Jaycee_Lewis
Community Manager
Community Manager

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

Great post, @kvonloesecke 🙌 Thanks for getting the conversation going.

linkedin

Jaycee Lewis

Developer Community Manager

Community | HubSpot

kvonloesecke
Community Manager
Community Manager

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

Thank you, friend @Jaycee_Lewis! 🤗 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

Great advice @kvonloesecke - love this! The premade reports are a lifesaver. I'd also think ahead and prepare for the end of 2023 if someone's feeling like they're behind right now, and build a dashboard that shows "YTD." This will help keep up all year, and the dashboard will automatically feel EOY when it's time. 

 

I'd also consider the audience for the EOY reporting. If they're high level, bottom line focused, keep the reporting to a minimum and show revenue, revenue attribution and the like. Know thy audience, right? Try to keep your EOY reporting ecetremely relevant so as to hopefully keep it concise. 

 

Cheers all, and here's to rounding out 2022 in style! 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
TMyatNoe
Participant

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

This is helpful. Thank you so much for your advice.

kvonloesecke
Community Manager
Community Manager

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

Great tips, @danmoyle

I love your advice about getting prepared for 2023 and thinking about our reporting audience!

Cheers to closing this year strong!

 

Best,

Kristen 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
kvonloesecke
Community Manager
Community Manager

What are your top tips for creating end of the year reports in HubSpot?

SOLVE

Let's get this conversation going with our awesome Community members! 

Hey @Dan1@Mike_Eastwood@Josh@karstenkoehler - Do you have any tips for end of the year reporting in HubSpot?

Thanks!  

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes