Reporting is the compass that keeps your inbound efforts headed in the right direction. The more deeply you can understand what’s worked in the past, the better you can optimize your future strategy for both your business's growth and your buyers' experience.
Today, we’re taking that a step further. Moving forward, you’ll have access to an entire library of dozens of out-of-the-box reports that can be added to any of your HubSpot dashboards with one click. No extra fees, no extra clicks, and a whole lot fewer Vlookups to run in Excel.
Here’s a taste of what you can look forward to:
If you use the Reporting Add-on, these reports will look familiar; you’ve always had access to them. This change doesn’t impact the functionality you know and love from the Add-on --- customize any of the out-of-the-box reports to your team’s specific needs, create custom reports on your contacts, companies, deals, and engagements, and build up to 200 custom dashboards.
Navigate to any HubSpot Dashboard and click “Add Report.” You’ll be brought to a the report library. Add any of the reports on that page to your dashboard by simply clicking “Add.”
A few notes:
The change is now live for all HubSpot Marketing and CRM portals.
What are you waiting for? Add one of the new reports to your dashboards now.