One of the biggest reasons people come to HubSpot is for help in their reporting needs. HubSpot Report Library is a phenomenal resource, however, I have always felt there is one massive flaw: so many of the reports in the library do not provide a preview of what the report CAN look like.
So often this is what you see:
The reason of course makes sense because after all, the data doesn't currently exist within the portal to be able to provide a visual of the report. That's why we'll often see some of the templates auto-filled with our information, while others remain blank.
Why is this a problem?
Many people are coming to HubSpot for help, because they may not even know what industry best practices look like for reporting, or what types of options are out there for them. Often it takes us seeing something for us to understand that this is what we want and/or need.
The issue though, is how will we know:
Which report might be the answer to our reporting need?
What data is needed to be able to create this report?
Currently, neither is very clear.
How can this be fixed?
I think the fix could potentially be pretty simple. What if instead of getting this well-known error message:
We were provided with an example image of what the report could look like? It could then give us the inspiration we need to make sure we get the right data into HubSpot to be able to recreate this report.
Obstacle and Suggested Solution
I understand that it could get confusing very quickly if some of the reports were to be auto-filled with our data while others are not. I think if there was some overlay text (like often seen within stock imagery) clearly demarking the image as an example, this could solve the issue.
Right now, as a Certified HubSpot Trainer, I have access to a Demo Account portal with fake data that often is able to provide the visualization a client needs to see how the report would look. Even with this though, often we find reports left blank due to not enough relevant data. I think if HubSpot were able to provide example images or better yet, an interactive report preview (similar to the interactive previews you can look through in the HubSpot Asset Marketplace), this could be a game-changer for any size organization.
I love HubSpot Reporting, and I hope a small change such as this could take it to even the next level! Thank you for reading and if you feel the same, I'd be grateful if you upvoted this!