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Best automated Hubspot CRM reports for marketing teams

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

Automate Hubspot CRM reports and dashboards
Connect Hubspot CRM data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated Hubspot CRM 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 CRM reports and dashboards

Connect Hubspot CRM data and create automated reports and dashboards

Multi-channel templates for Hubspot CRM

We created over 300 professional reports for you to use. Modify Hubspot CRM data reports or create new reports from scratch.
Automated marketing reports
 
Seo client reporting templates for agencies

Build Hubspot CRM reports quickly — Use our templates

No need to study all Hubspot CRM 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 CRM 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 CRM data

Show how hard you work for your clients. Create Hubspot CRM graphs and metrics that demonstrate positive historical changes and results.
Compare historical Hubspot CRM 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 CRM data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private Hubspot CRM 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 CRM data trends

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

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Hubspot CRM trends that you may miss. Connect to your Hubspot CRM data and receive insights in your Email box.
Automated cloud data insights
MARKETING REPORTING TOOL / HUBSPOT CRM

HUBSPOT CRM REPORTING

HubSpot CRM pipeline, deals and customer.

Octoboard data dashboard: Hubspot crm automated report

HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. It is a Free add-on to the HubSpot suite of applications.

You can organize, track, and grow your sales pipeline with HubSpot CRM. Octoboard adds the following groups of sales marketing metrics to your business dashboards and automated marketing reports:

  • Deals - closed, open, won, lost
  • Companies ranking by deal size
  • Marketing effort metrics


Add them to your business dashboards and automated marketing reports.

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:
14-Sept-23
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

Hubspot CRM metrics

COMPANIES

Companies ranked by revenue
USE THIS METRIC

TIME TO CLOSE

Average time to close deals
USE THIS METRIC

DEALS CREATED

Number of created deals
USE THIS METRIC

CLOSED LOST DEALS

Number of closed lost deals
USE THIS METRIC

CLOSED WON DEALS

Number of closed won deals
USE THIS METRIC

DEALS CREATED AMOUNT

Revenue from created deals
USE THIS METRIC

CLOSED LOST AMOUNT

Revenue lost in failed deals
USE THIS METRIC

CLOSED WON AMOUNT

Revenue from won deals
USE THIS METRIC

OPEN DEALS BY STAGE

Open deals breakdown by stage
USE THIS METRIC

CALLS

Number of calls made
USE THIS METRIC

MEETINGS

Number of meetings held
USE THIS METRIC

COMPLETED TASKS

Number of tasks completed
USE THIS METRIC

EMAILS LOGGED

Number of emails logged
USE THIS METRIC
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