Advanced Hubspot Reporting: Building Reports for Insights

 Hubspots reporting tools and dashboards are satisfactory for most companies just looking to report within Hubspot platform and the resident data and properties,  but if you’re looking for a centralised 360 degree view of all your marketing data and business intelligence, then here are a few tools to consider.

Hubspot’s built-in reporting features are limited. Firstly, you’re unable to bring data from other platforms and tools into HubSpot. This means that you won’t be able to build comprehensive reports that take into consideration the entirety of your marketing data.  HubSpot also presents limitations when it comes to customizing your reports and analyzing your numbers in depth, especially when compared to spreadsheets like Google Sheets or Excel.

Hubspots Reporting Add-On

Purchasing the reporting add-on clearly improves HubSpot’s reporting capabilities. The main benefit is that it allows you to create and customize central dashboards that combine your marketing and sales reports into one interface.  But even with HubSpot’s reporting add-on, you’d face certain limitations. You’d still be unable to create multi-portal reports and bring data from other sources into HubSpot. Customizing reports and automating your reporting would also still prove to be difficult

HubSpot’s in-built reporting capabilities can be enhanced by utilising other HubSpot apps and/or integrations that allow you to extract and display your marketing data into graphs, charts, and other visualisations.   The following article we’ll outline why you should be using additional tools to improve your HubSpot marketing analytics & reporting and the benefits of these tools.

1. Wicked Reports

Wicked Reports simplifies multi-channel attribution with actionable insights using real transaction data you can trust to increase marketing ROI.

Wicked Reports links with HubSpot and uses it to run our sales, marketing, and customer success teams. However, Wicked Reports is a 1st party data marketing attribution platform obsessing over how to turn marketing attribution data into actionable ROI. This is not the core focus of HubSpot.

Wicked Reports automatically detects new leads from HubSpot and tracks LTV and tags HubSpot email clicks and syncs to orders.  Contact and email events are synced across to Wicked Reports.

What sets Wicked Reports Apart from HubSpot Attribution and it’s competitors

  1. Subscription attribution: Wicked Reports detects and attributes subscription revenue, HubSpot does not.
  2. E-commerce one-click integrations: Wicked Reports works out of the box with Shopify, Stripe, PayPal, WooCommerce, and other platforms, HubSpot doesn’t.
  3. You wish to have data-driven playbooks on how to act on attribution data.
  4. Wicked Reports attribution models map to specific marketing strategies.
  5. Wicked Reports reconciles to your order system. HubSpot reconciles to HubSpot deal revenue.
  6. Wicked Reports determines the most valuable 1st party data conversions for attribution. HubSpot generally uses all touchpoints.
  7. Wicked Reports does not over-report revenue. HubSpot influenced revenue massively over counts revenue.
  8. Wicked Reports was built for marketing attribution. HubSpot does a lot of things very well. Attribution is a side gig for them.
  9. Wicked Reports compares your performance vs. your benchmarked performance to help drive your decision making.

2. Supermetrics

Supermetrics makes it really easy to pull all of your marketing & sales data into a single, accessible location for analysis & reporting. This includes Google Sheets & Microsoft Excel spreadsheets, as well as Google Data Studio for data visualization and dashboards.

On the data source side you can bring in all your HubSpot marketing & sales data, and Supermetrics also offers native integrations with Google Analytics, Google Ads, Facebook Ads, LinkedIn, and more. This means you can easily create reports that combine data from HubSpot with data from all your other marketing platforms. Once you’ve built your reports, you can also automate the pulling of your data as often as you wish, which reduces manual labour and helps to save precious time.

In addition, Supermetrics offers multi-portal reporting so if you’ve ever needed to create reports that combine data from your different HubSpot portals, then now you can. Supermetrics makes it as simple as possible for you to analyse and report on the performance of your marketing efforts as a whole, including HubSpot.

Pricing: 14-day free trial and then starting from $99 per month.

3. DashThis

DashThis is an effective tool for keeping up with marketing analytics at a glance. It’s a dashboard that provides a clear look at your campaign KPI data. You can access quick metrics and reports from your dashboard.   DashThis lets you select a template and then automatically fills that template with your data to streamline the reporting process. It also exports data into PDF files so you can share reports with your team.

You can get  10 dashboards for 15 days on a free trial.

4.  Databox

Through integrations with HubSpot, Google Analytics, Facebook, LinkedIn, Instagram, and more, Databox compiles popular marketing services and social media into one interface. It comes with pre-configured report templates, but users can also design custom reports.

The reporting tool lets you view campaign KPIs, check progress, calculate investment returns, and receive notifications when metrics fall outside of specified ranges. Databox has a desktop version, of course, but it also displays data on mobile and via apps like Slack.

Databox is a dashboard tool. But, a lot of magic happens when you connect all of your performance data in one place—you can also set and measure progress toward goals, create custom metrics, share and automate reports with your team, get notifications when certain metrics are on or off track, and much more.

5. Power BI Integration

How Power Bi Tool can be used

Use this integration to extract HubSpot data for the purpose of aggregate data reporting.

Allow to quickly get our data into PowerBI formatted in a way that was easy for your BI Specialists to understand

Build dashboards with data that is in HubSpot and also in our ERP. This tool was perfect for solving that need.

Use this tool to bring HubSpot data into PowerBI so you can view the most important metrics in a single place rather than move between platforms to look at siloed reporting.

  • HubSpot data can be queried and edited inside of Power BI, without affecting the integrity of the HubSpot database
  • You will have one easy-to-use dashboard that contains all of your company’s key data
  • Free templates available upon request

 

Data Flowfrom Hubspot to Power BI

Features:

Visualize Your HubSpot Data Alongside Other Data

The Bayard Bradford HubSpot + Power BI Integration helps business analysts and decision makers analyze data fluently. The HubSpot to Power BI connector has a simple point and click setup, and includes the required cloud-based server and data warehouse.

Analyze Your HubSpot Data in Power BI

Data can be queried and edited inside of Power BI without affecting the integrity of the HubSpot database or the SQL server. This allows you to reconcile your sales data with your accounting data inside of Power BI, without the cost of integrating those two systems directly.

Reporting Powered by Free Microsoft Power BI

Power BI enables business users to dig deeper into data and find patterns they may have otherwise missed, with features like quick measures, grouping, forecasting, and clustering. If you’re familiar with Excel, you’ll feel at home in Power BI.