Reporting & Analytics

JStamm
投稿者

Marketing Reports for Executive Dashboard

解決

Looking for ideas and inspiration for marketing reports specifically for an Executive level team. We have the standard web traffic analytics, contacts created by month, etc... but I'd love to hear what other marketing reports people are using for their executive team. What do your execs want to see?

 

We're struggling with Customer Journey Reports and Attribution reporting due to the complex nature of our business and our Hubspot instance but would still welcome any ideas or guidance. 

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jolle
解決策
名誉エキスパート | Solutions Partner
名誉エキスパート | Solutions Partner

Marketing Reports for Executive Dashboard

解決

Hey @JStamm, thanks for reaching out! Happy to provide some thoughts on marketing reports that clients have found helpful:

  • Leads created by source
  • Leads created by status
  • Leads created in [geogeraphoc area] — this one can be helpful if you're looking to grow within a certain market and want to track your new contact generation there
  • Top-performing emails
  • Top-performing landing pages
  • Top-performing blog posts
  • Social media overview (audience sizes, engagements)
  • Digital ads overview (campaigns, spend, leads generated)
  • Number of submissions by form
  • Marketing Qualified Lead > Sales Qualified Lead conversion

 

Some of these may not be accurate or very populated depedning on the attribution reporting difficulties you mentioned, but, in general, I try to show how specific marketing assets are performing, how many leads they're generating, and how many of those leads are converting into sales opportunities. 

 

Hope this helps you get started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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MAfaan
メンバー

Marketing Reports for Executive Dashboard

解決

Hello,

It's great to see your interest in finding ideas and inspiration for marketing reports tailored for an executive-level team. When it comes to presenting to executives, it's essential to focus on key metrics that demonstrate the impact of your marketing efforts on the overall business goals. Here are a few suggestions for marketing reports that executives often find valuable:

  1. Revenue and ROI Analysis: Provide a clear overview of the revenue generated directly from marketing activities and calculate the return on investment (ROI) for different campaigns or channels. This helps executives understand the financial impact of marketing efforts.

  2. Customer Acquisition and Conversion Rates: Highlight the number of new customers acquired and the conversion rates at different stages of the customer journey. This information provides insights into the effectiveness of marketing strategies and the efficiency of the sales funnel.

  3. Customer Segmentation and Lifetime Value: Present data on customer segmentation, including demographic information, purchase behavior, and customer lifetime value. This helps executives understand the customer base and make informed decisions about targeting specific segments.

  4. Competitive Analysis: Share insights on how your marketing efforts compare to competitors in terms of market share, brand perception, and online presence. This analysis helps executives gauge the company's positioning within the industry.

  5. Marketing Campaign Performance: Showcase the performance of recent marketing campaigns, including key metrics such as reach, engagement, and conversion rates. Additionally, highlight any noteworthy trends or patterns that could impact future strategies.

Regarding Customer Journey Reports and Attribution reporting, although they can be complex, they provide valuable insights into how customers interact with your marketing efforts. If you're facing challenges due to the complexity of your business and HubSpot instance, consider working closely with your analytics or data teams to streamline the process and ensure accurate reporting.

Remember, it's important to customize your reports based on the specific needs and preferences of your executive team. Regularly communicate with your executives to understand what they want to see and what information would be most useful to them.

I hope these suggestions help you in creating marketing reports that resonate with your executive team. Best of luck with your efforts! 

jolle
解決策
名誉エキスパート | Solutions Partner
名誉エキスパート | Solutions Partner

Marketing Reports for Executive Dashboard

解決

Hey @JStamm, thanks for reaching out! Happy to provide some thoughts on marketing reports that clients have found helpful:

  • Leads created by source
  • Leads created by status
  • Leads created in [geogeraphoc area] — this one can be helpful if you're looking to grow within a certain market and want to track your new contact generation there
  • Top-performing emails
  • Top-performing landing pages
  • Top-performing blog posts
  • Social media overview (audience sizes, engagements)
  • Digital ads overview (campaigns, spend, leads generated)
  • Number of submissions by form
  • Marketing Qualified Lead > Sales Qualified Lead conversion

 

Some of these may not be accurate or very populated depedning on the attribution reporting difficulties you mentioned, but, in general, I try to show how specific marketing assets are performing, how many leads they're generating, and how many of those leads are converting into sales opportunities. 

 

Hope this helps you get started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
JStamm
投稿者

Marketing Reports for Executive Dashboard

解決

Thank you... just now getting back to this but I will see what I can do with your suggestions.

0 いいね!