HubSpot Reporting case studies
HubSpot Reporting · Put your knowledge to work in context.
The HubSpot Reporting Certification is a free HubSpot Academy course built around data-driven decision making. Academy describes it as training in reporting tools across the CRM, Marketing Hub, CMS Hub, Sales Hub, and Service Hub. It is aimed at small business owners who want better reporting processes, marketing, sales, and service professionals who use HubSpot reporting tools, and individuals building data literacy. The curriculum runs 5 hr 42 min across eight lessons: The Anatomy of Your CRM (49 min), Designing Compelling HubSpot Dashboards (45 min), Analyzing Your Website Traffic (1 hr), Identifying Flywheel Insights (49 min), Measuring ROI in HubSpot (39 min), Unveiling Insights with Customer Journey Reports (39 min), HubSpot Custom Report Builder Deep Dive (43 min), and Next Steps: HubSpot Reporting (10 min). The HubSpot Reporting case studies are 5 cases and about 4,389 words.
1The $6.1M Revenue Report That Should Have Been $4.7M
Northwind Analytics is a B2B SaaS company with 3,400 company records, 8,200 contacts, and 1,100 open deals in HubSpot. Sales also uses a custom object called Implementation Project, linked to deals and companies, and line items on deals.
895 words, about 4 min2The Board Dashboard With Three Different MQL Counts
Lumen Security has a 14-card executive dashboard built by the marketing ops manager. The CMO presents it monthly to the board.
920 words, about 5 min3Organic Traffic Is Up but Contacts Are Down
Greenfield Supply sells commercial HVAC parts. In Q2, organic search sessions rose 38% quarter over quarter, average session duration rose from 1:12 to 1:48, and bounce rate fell from 62% to 47%.
852 words, about 4 min4The Campaign ROI That Changes With the Attribution Model
Helio Robotics ran a 48,000 integrated campaign: 20,000 LinkedIn ads, 12,000 Google Search, 8,000 webinar production, and 8,000 content syndication. HubSpot campaign membership includes 1,240 contacts, 96 deals, and 612,000 closed-won revenue.
804 words, about 4 min5The Renewal Report That Returns 3,980 Rows for 1,050 Deals
Vertex Services needs a renewal report for its customer success team. HubSpot has Deals, Companies, Contacts, Line Items, and a custom object called Renewal Checkpoint.
918 words, about 5 min