What calorie counting is to fitness influencers, reports are to marketing agencies. How did you perform last quarter or year, or what steps do you need to take in the next quarter or year? Reports answer all such questions if you build reports that your business needs and can utilize efficiently. When you are a HubSpot user, then HubSpot Marketing Reports is the way to begin your business’s calorie count.
Here are Two Powerful HubSpot Sales and Marketing Collab Reports You Need Right Now
Original Source of the Deal
Agencies have a dedicated marketing department; you wouldn’t deny that everybody working in the company is a marketer. Some of them are social media stars, and they can generate business queries, too. You have website blogs, social media channels, events, webinars, a Contact Us page, dedicated landing pages, email marketing campaigns, cold calling, direct sales approach, Google Adwords and Facebook Ad campaigns, and others as your deal sources. Any of these sources can generate sales. Marking them in a report can let you quickly know which sources are getting you most of the business, so you oil that machine even more.
Go to Settings and then to Properties.
From the Dropdown, choose Deal Properties.
Create the deal property based on the potential source of the deal.
Insert the basic information about the deal. And click next.
Pick a dropdown option in the deal property to pick one source. The deal property option will be added to each deal created in HubSpot. Add the required original source as you like and click on Create. Your Deal Property will be made.
Adding Deal Property to the Deals
Open any deal, go to the Action button, and click on Customize Properties.
A dialog box will appear where you can search for and add the properties. Your new deal properties are then in the About section of each deal, where you can select the precise original source.
Adding Deals to Reports
Go to Reports and Data from the left-hand side menu and click on Reports
A new page will appear; choose 'create report' and select the single object report option.
Choose Deals as the data source of the report.
On the next page, choose the search deal property you created to display them in the report.
Customize the visualization of the report the way you want.
Now, you have to manually update the source property of each deal as you move forward.
Set up the date/time range of the properties from where you want to see the data in the Report. Make it a practice to set the property as soon as it is entered in HubSpot.
Count of Contacts Based on Original Source
Customers are those contacts who have taken the complete journey and nurtured their way to the final deal-won stage. It is an easy-to-build report. Deal stages are pre-loaded in HubSpot. You don’t have to change the deal stage names, but you can easily choose your nomenclature. This Report will be the Count of Contacts in different deal stages vs. the Original Source.
Since you already know, from the example above, how to set the original source of the deal, you don't have to repeat the step here. Go to Reports, click Add Report, choose Create Report, Choose the Single Object report, and choose Deals as the data source on the next screen.
In the next screen, choose the deal properties you want in the Report. In this case, you must choose Deal stage and Original Source.
- This Report will tell you how many contacts from which original source were potential opportunities.
- How many of them from which original source became leads this week, quarter, year, or from the beginning?
- How many contacts from which original source became customers this week, quarter, year, or from the beginning?
Segregating them by their original source tells you which business marketing windows work best for you. I don’t have to say it, but I will still say—put your time and effort into the sources that are performing best—there, I said it.
