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Which reports are currently on your marketing dashboards?

JorieMunroe
HubSpot Employee
HubSpot Employee

The exact marketing reports you use will vary depending on the type of data you’re reviewing and the purpose of each report. They can assess where your traffic and leads are coming from, what content they interacted with, if and when they converted, and how long it took for them to become a customer.

 

With this in mind:

  • Which reports are you currently using on your HubSpot Marketing dashboards?
    • Bonus: Are you using more than one marketing dashboard?
  • Are there reports in the HubSpot reporting library you've found particularly helpful?
  • Which custom reports have you recently build that you're really proud of?

I'd love to hear all about it below! 

131 Replies 131
Victoriousworld
Member

Recently, I built a custom report that tracks lead source attribution across multiple touchpoints which has been valuable for optimizing our marketing budget allocation and identifying our highest-converting channels.

TLama1
Participant

Right now, I’m still building up my marketing analytics skills, so I’ve been experimenting with the types of reports that are most valuable. On my practice dashboards, I’ve focused on:

 

  • Traffic Source Reports → seeing which channels (social, email, paid) are driving the most visitors.
  • Lead Conversion Reports → tracking how visitors turn into leads and at what point in their journey.
  • Content Performance Reports → which blog posts or landing pages get the most engagement.

 

 

I haven’t built multiple dashboards yet, but I plan to separate organic performance (SEO + blog) from paid performance (social + ads) so it’s easier to compare.

 

From the reporting library, I’ve found the Web Traffic by Source and Contact Lifecycle Stage reports really helpful because they give me a clear sense of where leads are coming from and how quickly they move through the funnel.

 

For a custom project, I recently built a social media engagement report that compares Instagram vs. TikTok performance for a beauty brand. I was proud of this one because it combined traffic data with content engagement to recommend where to allocate ad spend.

Shaeshae
Member

social media engagement

DdelaPlazaAlt
Member

The Reports on my Dashboard is Mostly Contacts

0 Upvotes
BE040404
Member

The Reports on my Dashboard is Mostly Contacts and Leads Reports!

0 Upvotes
CGxx
Member

For me, one of the most valuable reports on my HubSpot marketing dashboard right now is the Traffic by Source report. It’s great for quickly spotting shifts between organic, paid, and other sources.

I also rely on a Lifecycle Stage funnel report to see how many contacts are moving from lead → MQL → SQL. That helps our sales team understand where we might need to tighten up nurturing.

From the reporting library, the Email Engagement by Campaign report has been particularly helpful. It’s simple but gives a clear picture of which campaigns actually drive clicks (not just opens).

As for custom reports, I recently built one that combines deal revenue by original source. I’m quite proud of it because it connects marketing activity directly to pipeline impact — always a good conversation starter with sales leadership.

0 Upvotes
MahaAlBalooshi
Member

will i used to use repoatring our social accounty in monthly base like engegments as like and comments and sharing. 

andreepham2201
Member

Currently, I am following some metric like multiple advertising performance, the conversation rate between lead to appointments and revenue by channel.

TrangDoan
Member

Currently, our marketing dashboards include reports on website traffic, lead generation, campaign performance, and social media engagement. We track traffic sources, conversion rates, and keyword rankings to evaluate SEO effectiveness. Additionally, we monitor ad performance metrics such as impressions, clicks, and ROAS to optimize our paid campaigns.

0 Upvotes
mnoz
Member

Traffic by Source – to see whether our visitors are coming from social media, Google search, or email newsletters.

Email Campaign Performance – We run regular promos and announcements for new drinks, and this helps us see open/click rates

Offer Redemptions / Promo Codes – we track how many people are redeeming codes from our emails or Instagram

 

We’ve split it into two main dashboards

  1. Customer Engagement & Loyalty – focused on repeat visitors, newsletter signups, and email performance

  2. Promotions & Events – focused on campaign-specific results like holiday drink launches, giveaways, or collab events

The "New Contacts by Source" report helps us see how well our local ads and Instagram are converting new customers. Also love the "Email Engagement Over Time" report to track the best times/days to send out promotions. One that’s been a game-changer: a custom report that tracks QR code scans from in-store signage, connected to HubSpot forms or offers. It helps us measure how effective our in-store materials are at driving online actions.

LBailey9
Member

Email Campaign Performance

0 Upvotes
MKariemy
Member

Awesome!!

0 Upvotes
PConcepcion7
Member

Currently, in my HubSpot marketing dashboards, I use several key reports to track the performance of my campaigns. The ones I review most are the traffic source, campaign performance by channel, and lead-to-customer conversion reports. These allow me to identify where my prospects are coming from, what type of content generates the most engagement, and at what point in the sales funnel they convert.

I do use more than one marketing dashboard: one dedicated to digital campaigns (email, social media, and paid ads) and another for inbound marketing (blogging, SEO, and downloadable content). This helps me get a more organized and specific view of each strategy.

From HubSpot's library of reports, one that I've found most useful is "Leads Generated by Source with Conversion Rate," as it allows me to see not only how many leads arrived through each channel, but also how effective they were at converting into opportunities or customers.

I recently created a custom report that measures the average time from first interaction to final conversion. I'm very proud of this report because it has allowed us to optimize touchpoints and shorten conversion cycles, adjusting content and campaigns based on critical moments in the customer journey.

0 Upvotes
mohitlulla
Member

Lately, I’ve been diving deep into our HubSpot marketing dashboards, and it’s been incredibly insightful to see how the correct reports can transform decision-making. On our main dashboard, I’ve set up a mix of traffic and lead generation reports to keep a close eye on where our audience is coming from and how they engage with our content. One of my favourites is the Traffic Source Breakdown, which clearly shows which channels—organic, direct, email, or paid—are driving the most sessions. Alongside that, we track New Contacts by Source, which helps us understand which channels are converting best. I also closely watch our Lifecycle Funnel, which visually maps how leads progress through the buyer’s journey.

 

To monitor content effectiveness, we use reports showing Top Performing Landing Pages and CTAs and Email Campaign Performance, which gives a quick overview of open and click-through rates. One report I’m especially proud of building recently is a custom multi-touch attribution report—it pulls together data on contact interactions, campaign engagements, and deal outcomes. It helped us uncover a few high-performing campaigns that weren’t getting the credit they deserved.

 

We use multiple dashboards depending on the team. There’s an executive summary dashboard for high-level overviews, a content-focused dashboard to track blog and CTA performance, and one dedicated to paid ad campaigns and ROI. I also love exploring HubSpot’s reporting library—reports like “Contacts Created vs. Converted” and the “Email Click Map” have been surprisingly helpful.

 

Overall, these dashboards have become an essential part of measuring success and optimizing our marketing strategy—and I’m always looking to improve. I’d love to hear how others are using theirs, too!

0 Upvotes
KIUWAN
Member

I'm currently only using HubSpot as an academic tool, but I'm interested in looking at campaign performance and customer journey reporting. I think they are very valuable tools in the long run.

0 Upvotes
HBidon
Member

Currently, I'm not using any reports on my HubSpot Marketing dashboards, but find that the reports informing about the traffic for our websites are helpful. I haven't made any custom reports that I am proud of.

0 Upvotes
RStJohn0
Member

I recently have been introduced to Hubspot for the first time through an academic setting for my university. Utilizing this platform as an educational tool to prepare myself for the future. With my current job, I have not been in the position where I would need to use marketing tactics to determine the success of any campaigns or related agendas. However, through Hubspot Academy I feel like I am going to be prepared to utilize marketing dashboards such as those in Hubspot in my future career positions

0 Upvotes
JNordhagen
Member

As of now, I am using HubSpot’s reporting tools as an academic resource rather than for an actual business. However, through the lessons and exercises, I have been able to explore various reports that would be beneficial in a real-world marketing setting.

In my academic exploration of HubSpot, I’ve primarily focused on the Traffic Analytics Report, which categorizes website visitors by source (organic search, paid search, direct traffic, referrals, and social media). This helps in understanding where traffic is coming from and how different channels contribute to site engagement.

Additionally, I have reviewed:

  • Website Visit, New Contact, and Customer Totals by Day – This provides insights into how traffic converts into leads and customers over time.
  • Contacts Created by Content Type – Shows which content formats (landing pages, blogs, webinars) are most effective in generating new contacts.
  • Session Bounce Rate and Average Duration by Source – Helps analyze user engagement by showing how long visitors stay on a site before leaving.
  • Campaign Performance Reports – Tracks key metrics like new contacts, influenced contacts, and closed deals to measure marketing success.

While I am not actively implementing these reports in a business setting, they provide a strong foundation for understanding how marketing data can be analyzed and optimized.

 

BONUS

Since I am currently using HubSpot as an academic tool, I have not set up multiple dashboards. However, based on what I’ve learned, I see the value in using different dashboards for various marketing objectives. For instance, a General Marketing Performance Dashboard could track overall website engagement, while a Lead Generation Dashboard would focus on how different content types and channels contribute to lead conversion.

 

Are there reports in the HubSpot reporting library you've found particularly helpful?

From my academic experience, I’ve found the following pre-built reports particularly useful in understanding marketing performance:

  • Traffic Analytics (Sources Report) – This breaks down visitor sources, making it easier to analyze which marketing efforts are driving traffic.
  • Contacts Created by Content Type – Helps identify the types of content that generate the most engagement and conversions.
  • Campaigns by Contacts Created – Highlights which marketing campaigns are performing well.
  • Closed Revenue Amount by Content Title – Shows which content pieces contribute to revenue, which would be useful for businesses tracking ROI.

Which custom reports have you recently built that you're really proud of? 

Although I haven’t built custom reports for an actual business, I’ve explored the process of creating custom attribution reports that analyze how different marketing assets contribute to lead conversion. One of the most insightful exercises involved:

  • Comparing Organic vs. Paid Traffic Conversion Rates – This report helps determine whether paid ads are delivering meaningful conversions or if organic content is more effective.
  • Lead-to-Customer Conversion Funnel Report – A custom report designed to track how visitors move through the marketing funnel and identify weak points in the conversion process.
  • Campaign Performance Over Time – A report that compares different campaigns to see which ones led to the highest number of new contacts and conversions.
0 Upvotes
AEwing
Member
  • I'm not currently using HS for anything besides knowledge.  Great system to use though.
0 Upvotes
MBoudreau2
Member

I am currently not using HubSpot for anything more than an academic tool but I would be interested in looking at campaign performances and customer journey reports. These would both be valuable in tracking what I'm succeeding in and what needs improvement.

0 Upvotes
ANguyen84
Member

I use traffic sources, lead conversions, and campaign performance reports on my HubSpot Marketing dashboard to track engagement. I also have a separate dashboard for lead nurturing and conversion tracking to keep things organized.

From the HubSpot reporting library, the Lifecycle Stage Funnel and Attribution Reports have been especially useful. Recently, I built a customer journey report to track interactions from first touchpoint to conversion—it's been a game-changer!

0 Upvotes