Reporting & Analytics

Kenziejoy
Participant

Creating dashboards for departments in my company

SOLVE

Or at least sharing the email data by campaign. I use the analysis page of the email  section - but that is too difficult for other people to get to but I don't see a way to put it in a dashboard? Is it just me or is there not a great way to report on campaigns? We don't have the full sales set up so we don't use half of what hubspot is capable of with deals and lifecycle but everything is only set up for that.

1 Accepted solution
ElyshaShave
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Creating dashboards for departments in my company

SOLVE

Hi, 

 

Thank you for getting back to me!

 

I think, based on what you're saying, you'd benefit from using the Email Comparison tool which will then give you a breakdown of stats in which you can export as a PDF and send round to your team if needed. 

 

I have added a screenshot of what this looks like below. If this still doesn't help, I can then look into the different type of reports that you could use. 

 

screencapture-app-hubspot-email-3421285-compare-2020-08-17-10_02_56.png

 


Thanks,

View solution in original post

8 Replies 8
ElyshaShave
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Creating dashboards for departments in my company

SOLVE

Hi, 

 

I have created campaign reports within dashboards before but it depends on what type of information you want to show. I have a few questions regarding this to then determin whether your reports are possible.

 

> How many reports did you want to build?

> What type of reports did you want to buid?

> Do you associate all campaign assets with a campaign? 

 

Please let me know.


Thanks,

Elysha Shave

C_Wright
Contributor

Creating dashboards for departments in my company

SOLVE

I'm in the same boat. I'd be interested to know how you created reports for campaigns. And have you ever created dashboards for workflow reporting? I know they can be associated with a campaign, so it may be done the same way. 

0 Upvotes
ElyshaShave
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Creating dashboards for departments in my company

SOLVE

Hi, 

 

With regards to campaign reporting, if you have set-up a campaign within the campaign tool and associated all assets required to that campaign you can view some analytics there. However, you can choose from HubSpots standard dashboards, 'Marketing Channel Performance', 'Lead Generation' and 'Marketing'. Of course there are many more standard HubSpot reports that could be useful in which you could filter by campaign. 

 

In terms of workflow reporting, within the workflow section itself, you are able to see the Performance tab in which will give you analytics on how that workflow performed. 

 

Would you be able to provide me with the top 3 reports for campaigns and workflows that you're wanting to see? I can then test this out in my own HubSpot portal to determin whether the type of information your're wanting to see is possible within a HubSpot report?

 


Thanks,

Elysha Shave

BBD Boom.com

 

C_Wright
Contributor

Creating dashboards for departments in my company

SOLVE

I'd like to know:

  • Which email has the higest conversion rate (which email helps them meet the workflow goal)
  • Which email has the least conversion rate
  • A ticker with the current numbers - number of actively enrolled, overall conversion rate, total number completed 

I know you can see some of this in the workflow, but I need to be able to display it on a dashboard so others can see it quickly and easily.

0 Upvotes
ElyshaShave
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Creating dashboards for departments in my company

SOLVE

Hi, 

 

Thank you for getting back to me!

 

I think, based on what you're saying, you'd benefit from using the Email Comparison tool which will then give you a breakdown of stats in which you can export as a PDF and send round to your team if needed. 

 

I have added a screenshot of what this looks like below. If this still doesn't help, I can then look into the different type of reports that you could use. 

 

screencapture-app-hubspot-email-3421285-compare-2020-08-17-10_02_56.png

 


Thanks,

C_Wright
Contributor

Creating dashboards for departments in my company

SOLVE

I appreciate your help and the suggestion. 

 

Ideally, this would be something that would exist on a dashboard so anyone who wants to view it can do so on their own at any given time. 

 

I'd like to prevent being a bottleneck for any kind of stats. 

0 Upvotes
ElyshaShave
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Creating dashboards for departments in my company

SOLVE

Hi, 

 

I have looked into the type of reports you're wanting to add to a dashboard and unfortunatly this currently isn't possible. The only way to see the email stats you're wanting per campaign emails is through either the Campaign section, Comparing Emails or a brief overview using the HubSpot standard email reports. However, with that, you're unable to edit those reports to customise by the emails you're wanting to see. 

 

 

Apologies, 

Elysha Shave

Inbound Specialist

BBD Boom.com

0 Upvotes
ElyshaShave
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Creating dashboards for departments in my company

SOLVE

Hi, 

 

Of course, let me take another look and ill come back to you with some recommendations. 

 

 

 

Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

0 Upvotes