972-3-5292456 
How to Build a HubSpot Custom Report in Minutes
In today’s fast-paced business environment, data-driven decision-making is crucial. HubSpot, a leading CRM platform, offers robust reporting tools that allow businesses to gain insights into their operations. Custom reports in HubSpot can be a game-changer, providing tailored insights that align with your specific business needs. This article will guide you through the process of building a HubSpot custom report in minutes, ensuring you can leverage your data effectively.
Understanding HubSpot’s Reporting Capabilities
Before diving into the creation of custom reports, it’s essential to understand what HubSpot offers in terms of reporting. HubSpot’s reporting tools are designed to help businesses track performance across various metrics, from sales and marketing to customer service. The platform provides:
- Pre-built Reports: These are ready-to-use reports that cover common metrics and KPIs.
- Custom Reports: These allow you to tailor reports to your specific needs, using a variety of data sources and visualization options.
- Dashboards: A collection of reports that provide a comprehensive view of your business performance.
Custom reports are particularly valuable because they allow you to focus on the metrics that matter most to your business, providing insights that are directly relevant to your goals.
Steps to Build a HubSpot Custom Report
Step 1: Access the Reports Tool
To start building a custom report, navigate to the Reports section in your HubSpot account. This can be found in the main navigation bar under the “Reports” tab. Once there, select “Reports Home” to access all available reporting tools.
Step 2: Choose the Custom Report Builder
In the Reports Home, you’ll find various options for creating reports. Select “Custom Report Builder” to begin creating a report tailored to your needs. This tool provides flexibility in terms of data sources and visualization options.
Step 3: Select Your Data Sources
One of the key advantages of HubSpot’s Custom Report Builder is the ability to pull data from multiple sources. You can choose from:
- Contacts: Data related to your leads and customers.
- Companies: Information about the organizations you interact with.
- Deals: Sales data, including deal stages and values.
- Tickets: Customer service interactions and resolutions.
Select the data sources that are most relevant to the insights you wish to gain.
Step 4: Define Your Metrics and Dimensions
Once you’ve selected your data sources, it’s time to define the metrics and dimensions for your report. Metrics are quantitative data points, such as revenue or number of deals, while dimensions are qualitative data points, such as deal stage or contact source.
For example, if you’re creating a sales performance report, you might choose:
- Metrics: Total revenue, number of deals closed.
- Dimensions: Sales rep, deal stage.
Step 5: Customize Your Report Layout
HubSpot’s Custom Report Builder offers various visualization options, including tables, charts, and graphs. Choose the layout that best represents your data and makes it easy to interpret. You can also customize the appearance of your report by adjusting colors, labels, and other visual elements.
Step 6: Apply Filters and Segmentation
To ensure your report provides the most relevant insights, apply filters and segmentation. Filters allow you to narrow down the data based on specific criteria, such as date range or deal stage. Segmentation enables you to break down data into meaningful groups, such as by sales rep or region.
Step 7: Save and Share Your Report
Once you’re satisfied with your custom report, save it for future use. HubSpot allows you to add reports to dashboards, making it easy to access and share insights with your team. You can also schedule regular email updates to keep stakeholders informed.
Case Study: Boosting Sales Performance with Custom Reports
Consider a mid-sized tech company that wanted to improve its sales performance. By leveraging HubSpot’s Custom Report Builder, the company created a report that tracked key sales metrics, such as conversion rates and average deal size, segmented by sales rep and region.
The insights gained from this report enabled the company to identify top-performing sales reps and regions, as well as areas needing improvement. As a result, the company implemented targeted training programs and adjusted its sales strategy, leading to a 20% increase in sales within six months.
Statistics Supporting the Use of Custom Reports
According to a study by Forrester, companies that use data-driven insights to guide their decision-making are 58% more likely to exceed their revenue goals. Additionally, a report by McKinsey found that organizations that leverage data analytics see a 6% increase in productivity and a 5% increase in profitability.
These statistics highlight the importance of using tools like HubSpot’s Custom Report Builder to gain actionable insights and drive business success.