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Best automated Hubspot reports for marketing teams

Build automated marketing reports for your analytics teams and clients using Hubspot data.

Automate Hubspot reports and dashboards
Connect Hubspot data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated Hubspot reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate Hubspot reports and dashboards

Connect Hubspot data and create automated reports and dashboards

Multi-channel templates for Hubspot

We created over 300 professional reports for you to use. Modify Hubspot data reports or create new reports from scratch.

Automated marketing reports
 
Seo client reporting templates for agencies

Build Hubspot reports quickly — Use our templates

No need to study all Hubspot metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom Hubspot reports or modify any of the existing templates.

Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Hubspot data

Show how hard you work for your clients. Create Hubspot graphs and metrics that demonstrate positive historical changes and results.

Compare historical Hubspot KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using Hubspot data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private Hubspot dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify Hubspot data trends

Octoboard will constantly monitor Hubspot data changes for you. We use ChatGPT and OpenAI to identify Hubspot trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Hubspot trends that you may miss. Connect to your Hubspot data and receive insights in your Email box.

Automated cloud data insights

HUBSPOT REPORTING

360 view on your marketing performance from HubSpot.

Octoboard data dashboard: Hubspot automated marketing report

Hubspot Integration: Building Automated Hubspot Marketing Analytics Reports Using Octoboard

Introduction

In the dynamic realm of digital marketing, data is the cornerstone of decision-making and strategy development. Hubspot, a leading marketing platform, offers a wealth of data metrics that are vital for understanding marketing performance. However, the challenge lies in effectively gathering, analyzing, and presenting this data. This is where the integration of Hubspot with Octoboard’s analytics platform becomes invaluable, offering a seamless solution for automated marketing analytics reporting.

Create marketing reports and use ChatGPT and Open AI to monitor data trends with Octoboard.



Understanding Key Hubspot Metrics

Hubspot provides several essential metrics that are critical for a comprehensive understanding of marketing efforts:

  • Hubspot Sessions and Visitors: These metrics offer insights into website traffic, enabling marketers to gauge the reach and engagement of their digital presence.
  • Hubspot Contacts, Leads, MQL (Marketing Qualified Leads), and SQL (Sales Qualified Leads): These indicators track the progression of potential customers through the sales funnel, from initial contact to becoming qualified leads.
  • Hubspot Customers: This metric tracks the final conversion of leads into paying customers, which is the ultimate goal of most marketing campaigns.


Create cross-channel PPC reports. Monitor your ad spend across all platforms with Octoboard.



These metrics collectively help marketing teams to showcase their work effectively to clients by providing a clear picture of the marketing funnel, from initial engagement to final conversion.

The Power of Automation with Octoboard

Utilizing Octoboard’s analytics platform to automate Hubspot report generation saves marketing teams hundreds of hours. Regularly sending out automated reports, be it weekly or monthly, to teams or management, provides vital visibility into marketing analytics efforts. Automation ensures consistency in reporting and allows teams to focus on strategic aspects rather than being bogged down by repetitive tasks.

Consolidating Multiple Marketing Analytics Channels

One of the challenges in today’s marketing landscape is the multitude of channels each with its own set of data and analytics. Octoboard’s analytics platform addresses this by bringing all Marketing Analytics reporting into one place. This consolidation is crucial because:

  • It provides a holistic view of marketing efforts across various platforms.
  • It simplifies analysis by having all data in one accessible location.
  • It aids in identifying correlations and insights that might be missed when viewing channels in isolation.


Build marketing reports and keep track of your SEO and keywords rankings with Octoboard.



Advanced PPC Analytics with Octoboard

For marketing agencies, the advanced PPC Analytics module offered by Octoboard is a game-changer. This feature allows the creation of new metrics, dimensions, and the application of advanced formulas to transform PPC data. It facilitates building comprehensive reports across PPC channels, locations, and currencies. The value for marketing agencies lies in the ability to tailor reports to specific needs and provide clients with deeper, more meaningful insights. Learn more about this feature here.

Automating Data Trend Detection with Octoboard and OpenAI

Staying on top of marketing progress requires not just data collection but also intelligent data analysis. Octoboard's feature of automating data trend detection using OpenAI insights plays a pivotal role in this. By leveraging this feature, marketing teams can:

  • Automatically identify emerging trends in Hubspot data metrics.
  • Gain advanced insights without the need for deep data analysis expertise.
  • Quickly adjust strategies in response to real-time market changes.


Create marketing reports and use ChatGPT and Open AI to monitor data trends with Octoboard.



This proactive approach to data analysis ensures that marketing agencies and teams are not just monitoring but also understanding their activity in depth. Discover more about this feature here.

Google Sheets Data Export with Octoboard

Octoboard's Google Sheets data export feature is an invaluable tool for teams who prefer to view and manipulate data in a familiar spreadsheet format. This add-on allows for the seamless transfer of Hubspot data into Google Sheets, where teams can:

  • Perform additional custom analyses or calculations.
  • Share data easily with team members who might not have access to Octoboard or Hubspot.
  • Integrate Hubspot data with other data sources for combined analytics.


Monitor your ad spend budget, save costs and increase your paid advertising ROI with Octoboard.



This level of flexibility and accessibility is crucial for teams that rely on collaborative and detailed data analysis. More information on this feature can be found here.

The Strategic Advantage of Automated Marketing Analytics

The integration of Hubspot with Octoboard’s analytics platform is more than just a convenience; it’s a strategic tool. By automating the process of data collection, analysis, and reporting, marketing teams are empowered to:

  • Make data-driven decisions quickly and confidently.
  • Focus on creative and strategic tasks by reducing time spent on manual data handling.
  • Provide stakeholders with consistent, comprehensive, and understandable reports.
  • Stay agile and responsive to market trends and customer behaviors.


In today’s fast-paced digital marketing environment, the ability to rapidly assimilate and act on data insights is a competitive edge. Automated marketing analytics reporting is not just a trend; it’s a fundamental aspect of successful marketing strategies.

Embracing Future-Ready Marketing Analytics

In conclusion, as the digital marketing landscape continues to evolve, the integration of Hubspot data with advanced analytics platforms like Octoboard becomes increasingly essential. This integration offers marketing teams the tools they need to efficiently analyze data, gain actionable insights, and demonstrate the value of their efforts to clients. By embracing these advanced analytical capabilities, marketing teams can stay ahead in the competitive digital marketing arena, ensuring that their strategies are data-driven, responsive, and aligned with their clients’ goals.

Notes
HubSpot provided analytics data via Reports feature. Reports feature is not available in HubSpot Marketing Free plan. Please make sure you have appropriate HubSpot subscription that includes HubSpot Reports feature.
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Last reviewed:
9-Feb-24
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

Hubspot metrics

SESSIONS BY TRAFFIC SOURCE

Traffic - Sessions By Traffic Source
USE THIS METRIC

PAGEVIEWS

Traffic - Pageviews
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PAGEVIEWS PER SESSION

Traffic - Pageviews Per Session
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PAGEVIEWS BY SOURCE

Traffic - Pageviews By Source
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TIME PER SESSION

Traffic - Time Per Session
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SESSION TO CONTACT RATE

Traffic - Session To Contact Rate
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CONTACT TO CUSTOMER RATE

Traffic - Contact To Customer Rate
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BOUNCES

Traffic - Bounces
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BOUNCE RATE

Traffic - Bounce Rate
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NEW VISITORS SESSIONS

Traffic - New Visitors Sessions
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NEW VISITORS SESSION RATE

Traffic - New Visitors Session Rate
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RETURNING VISITORS SESSIONS

Traffic - Returning Visitors Sessions
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RETURNING VISITORS SESSION RATE

Traffic - Returning Visitors Session Rate
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SESSIONS BY COUNTRIES

Traffic - Sessions By Countries
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CTA VIEWS

Traffic - Click-To-Action views over time
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CTA CLICKS

Traffic - CTA clicks over time
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SESSIONS

Traffic - Number of sessions over time
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VISITORS

Traffic - Number of visitors over time
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CONTACTS

Traffic - Number of contacts over time
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LEADS

Traffic - Number of leads over time
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MQL

Traffic - Marketing Qualified Leads over time
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SQL

Traffic - Sales Qualified Leads over time
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CUSTOMERS

Traffic - Number of customers over time
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MARKETING PERFORMANCE

Traffic - Key marketing metrics
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EMAIL MARKETING SOURCE

Traffic - Email marketing source key metrics
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ORGANIC SEARCH SOURCE

Traffic - Organic search ranked by key metrics
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PAID SEARCH SOURCE

Traffic - Paid search ranked by key metrics
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PAID SOCIAL SOURCE

Traffic - Paid social search ranked by key metrics
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REFERRALS

Traffic - Referrals ranked by key metrics
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SOCIAL SOURCES

Traffic - Social sources ranked by key metrics
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TRAFFIC SOURCES

Traffic - Traffic source ranked by key metrics
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CONTACTS BY TRAFFIC SOURCE

Contacts - Contacts By Traffic Source
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LATEST CONTACTS

Contacts - Latest Contacts
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STATIC LISTS

Contacts - Static lists ranked by number of contacts
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SMART LISTS

Contacts - Smart lists ranked by number of contacts
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PAGEVIEWS

Standard Pages - Pageviews
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SUBMISSIONS

Standard Pages - Submissions
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ENTRANCES

Standard Pages - Entrances
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EXITS

Standard Pages - Exits
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BOUNCES

Standard Pages - Bounces
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BOUNCE RATE

Standard Pages - Bounce Rate
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EXIT RATE

Standard Pages - Exit Rate
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TOP PAGES

Standard Pages - Top Pages
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ENTRANCES

Blog - Entrances
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EXITS

Blog - Exits
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BOUNCES

Blog - Bounces
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BOUNCE RATE

Blog - Bounce Rate
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EXIT RATE

Blog - Exit Rate
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BLOG POSTS

Blog - Latest blog posts with key metrics
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POST VIEWS

Blog - Number of post views
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POST PUBLISHED

Blog - Number of published posts
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POST SUBSCRIBERS

Blog - Number of post subscribers
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PAGEVIEWS

Landing Pages - Pageviews
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EXITS

Landing Pages - Exits
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BOUNCES

Landing Pages - Bounces
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ENTRANCES

Landing Pages - Entrances
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BOUNCE RATE

Landing Pages - Bounce Rate
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EXIT RATE

Landing Pages - Exit Rate
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LANDING PAGES

Landing Pages - Ranked by key metrics
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PAGEVIEWS

Listings - Pageviews
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ENTRANCES

Listings - Entrances
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EXITS

Listings - Exits
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BOUNCES

Listings - Bounces
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BOUNCE RATE

Listings - Bounce Rate
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EXIT RATE

Listings - Exit Rate
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TOP PAGES

Listings - Top Pages
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PAGEVIEWS

Knowledge Articles - Pageviews
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ENTRANCES

Knowledge Articles - Entrances
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EXITS

Knowledge Articles - Exits
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BOUNCES

Knowledge Articles - Bounces
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BOUNCE RATE

Knowledge Articles - Bounce Rate
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EXIT RATE

Knowledge Articles - Exit Rate
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TOP PAGES

Knowledge Articles - Top Pages
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BOUNCES

Email Analytics - Bounces
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UNSUBSCRIBED

Email Analytics - Unsubscribed
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OPEN RATE

Email Analytics - Open Rate
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CLICK RATE

Email Analytics - Click Rate
Tips
_onClickSave
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CLICK THROUGH RATE

Email Analytics - Click Through Rate
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DELIVER RATE

Email Analytics - Deliver Rate
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BOUNCE RATE

Email Analytics - Bounce Rate
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UNSUBSCRIBE RATE

Email Analytics - Unsubscribe Rate
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LATEST EMAIL STATS

Email Analytics - Latest Email Stats
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EMAILS SENT

Email Analytics - Number of emails sent
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EMAILS DELIVERED

Email Analytics - Number of emails delivered
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EMAILS OPENED

Email Analytics - Number of emails opened
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EMAILS CLICKED

Email Analytics - Number of emails clicked
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EMAIL CAMPAIGNS

Email Analytics - Key email stats for all period of time
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FORMVIEWS

Forms - Formviews
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VISIBLES

Forms - Visibles
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SUBMISSIONS

Forms - Submissions
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CONTACT SUBMISSIONS

Forms - Contact Submissions
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COMPLETIONS

Forms - Completions
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INSTALLS

Forms - Installs
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SUBMISSIONS PER FORMVIEW

Forms - Submissions Per Formview
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TOP FORMS

Forms - Top Forms
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