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Reporting & Analytics

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Solved
Crezo on September 21, 2022
combine original source and latest source in a report
Hi all. I'm trying to create a report that shows our contact sources, but is a total of ALL sources, so essentially the Original Source & the Latest Source - minus any crossovers for the same contact incase they show up in both lists. Basicall read more
Reply Dashboards Reports
1 upvote
3 Replies
Accepted Solution
Chriso-mwx
Guide | Platinum Partner
September 23, 2022 00:08
Hey @Crezo , Thank you for reaching out to the community. Like @karstenkoehler I also have a hard time understanding what it is you...read more
MHopkinson on August 03, 2022
Demand Gen Dashboard
Hi, I'm looking to create a dashboard in HS that can give me an overview of contacts in lifecycle stages, contacts who have booked a demo with our sales team, lead source, and conversations. Maybe a few other things. Does anyone have any ins read more
Reply Dashboards
0 upvote
1 Reply
Ben_M
Key Advisor
August 03, 2022 11:54
I've done it before, but admittedly I don't use Hubspot lifecycle stages as I find them too restricting. Are you running into an issue setting up a ...read more
SurajT on July 07, 2022
How to select multiple campaigns to generate LinkedIn dashboard instead of selecting only 1 or All?
Team, I'm creating a LinkedIn Monthly Report under the Dashboard. I would like to select multiple campaigns to generate the dashboard, but currently it is allowing to select either only one campaign or All campaigns. Is there any way to select multi read more
Reply Dashboards
0 upvote
3 Replies
kvonloesecke
Community Manager
July 19, 2022 05:22
Thank you for posting your idea here, @SurajT ! Upvoted 🙂 All the best, Kristen
HBlaise on June 13, 2022
Create a report on Dashboard with Ad spend and Cost per customer by Ad
This would be beneficial so that we know which ads are working and not working at a glance to determine wether to increase ad spend or to shut the ad off. This is imparative to understanding if the ad is working or not. FB does not report accurately read more
Reply Dashboards Reports
0 upvote
1 Reply
danmoyle
Recognized Expert | Elite Partner
June 14, 2022 05:49
@HBlaise have you submitted this to the HubSpot Ideas forum ? They monitor those and they've implemented a lot of ideas submitted by users just li...read more
Solved
ASAR on June 01, 2022
Funnel report with campaign source
I'm trying to set up a funnel report. What I want to be able to see is how every campaign is performing for the funnel: Leads to Customer. In the report I also want to see the source like email, paid media, social and so on. Is that possible read more
Reply Dashboards Reports
1 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
June 01, 2022 21:45
Hi @ASAR , Yes, it is, however not within one single report. (The visualization options don't allow for that and honestly I don't know what su...read more
shannonwilhelm on May 18, 2022
Reporting On Individual Content Piece, Content Type/Category, Conversions, and Traffic Source?
I'm on a mission to create a content dashboard or reporting process that doesn't require connecting dots manually. My goal is to build a report that includes page views and conversions by content type, individual content piece, date, and traffic sou read more
Reply Analytics Tools Dashboards Marketing Reports Website Pages
0 upvote
1 Reply
TiphaineCuisset
Community Manager
May 19, 2022 02:59
Hi @shannonwilhelm Thank you for reaching out. I want to tag some of our experts on this - @danmoyle @StjepanGrcic @Dan1 do you ...read more
Solved
SLongley3 on May 09, 2022
Email reporting - how to customise
Hi all. Looking for some inspiration or 'pro tips' on email reporting. I know I can analyze the emails and save these as reports, but these are then 'locked' for editing. As in, I can't create that report as a base and then customize it. Lik read more
Reply Dashboards Reports
0 upvote
4 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
May 10, 2022 01:17
Hi @SLongley3 , 100% agree. Other users have already requested better reporting options here . I'd recommend upvoting – the product team eval...read more
Solved
StephaneBadel on April 21, 2022
Web Sessions and Site Visits distribution
Hello I am looking to set up a simple report that shows my contacts distribution in terms of number of website sessions and number of page visited. I tried to build a report for this but it doesn't let me do this simple graph (y = count of read more
Reply Analytics Tools Dashboards Reports
0 upvote
5 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 21, 2022 00:22
Hi @StephaneBadel , Got it. In that case, visualizing one count (contacts) by another count (number of sessions) won't work. Again, it would b...read more
KVidler on March 15, 2022
All Created Leads vs MQL
Hi Guys, I want to create a report I can then view on my dashboard that shows all Created Leads vs MQL by month. We had this for a previous Hubspot account we've had, created by our Onboarding Specialist. This time, we dont' have a speciali read more
Reply Dashboards
0 upvote
2 Replies
mayalaraineri
Participant
June 08, 2022 01:31
@Alex_ @DPassman @KTownsend @PamCotton any news here on how to create this reports??? Thanks!!
Solved
StéphanieP on February 17, 2022
Report showing current state vs target
Hi, I'm looking to build a Marketing report where we can see what our current state is measured against a set business target. Eg. We defined we should have X-amounts of leads in our database by the end of the year. So where are we today? And ne read more
Reply Dashboards Marketing Reports
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
February 17, 2022 01:47
Hi @StéphanieP , Options here are a bit limited but in the "old" single object report builder, for certain visulizations (line and area charts...read more
Solved
Edyta7510 on December 29, 2021
Reporting on engaged contacts in 2021
Hello Community ! I'd like to create a report showing contacts who have actively engaged with marketing activity in 2021: - submitted a form (this can be done with a filter, I know) - clicked a link in one of our email campaigns - visited a read more
Reply Campaigns Companies Dashboards Enterprise Lists Marketing Email Professional
1 upvote
3 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
December 29, 2021 09:40
Hi @Edyta7510 , The contact properties you're looking for are Last marketing email click date and Time last seen . Both must be in 2021 ...read more
Solved
ChrisChiha on November 22, 2021
Creating dashboard for email saved for automation
Hello everyone, I want to build a dashboard to have more visibility on the performance of emails saved for automation / Emails being sent from my workflows. Need to display overall performance for the emails saved for automation, and stats per read more
Reply Dashboards Reports
0 upvote
2 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
November 22, 2021 01:30
Hey @ChrisChiha , This is surprisingly and unintuitively difficult in HubSpot. There are a few standard reports that can be filtered but there...read more
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