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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 Integration: Building Automated Hubspot CRM Marketing Analytics Reports Using Octoboard

In the fast-paced world of digital marketing, data is king. However, the sheer volume of data can be overwhelming, making it challenging to track, analyze, and report on marketing efforts effectively. This is where the integration of Hubspot CRM with Octoboard comes into play, revolutionizing how marketing teams showcase their work and analyze their performance.

Understanding Hubspot CRM Metrics

Hubspot CRM provides a wealth of data metrics that are crucial for understanding the effectiveness of marketing strategies. These include:

  • Hubspot CRM Time to Close
  • Hubspot CRM Deals Created
  • Hubspot CRM Deals Lost
  • Hubspot CRM Deals Won
  • Hubspot CRM Deals Created Amount
  • Hubspot CRM Deals Lost Amount
  • Hubspot CRM Deals Won Amount
  • Hubspot CRM Deals by Stage
  • Hubspot CRM Calls
  • Hubspot CRM Completed Tasks


Automate all your marketing reports and use our free Open AI connection to capture new data trends with Octoboard.



Each of these metrics offers valuable insights. For instance, 'Time to Close' helps in understanding the sales cycle length, while 'Deals by Stage' can pinpoint bottlenecks in the sales process. Understanding why deals were lost or won and the amounts associated with these deals provide a clear financial picture of marketing efforts.

Automation with Octoboard: Saving Time and Enhancing Efficiency

Utilizing the Octoboard analytics platform, marketing teams can automate the process of generating Marketing Analytics reports from Hubspot CRM data. This automation saves hundreds of hours that would otherwise be spent on manual data compilation and report generation. By setting up automated reports, teams can receive weekly or monthly updates, ensuring constant visibility of their marketing analytics efforts.

Automating these reports means that stakeholders can quickly gauge the effectiveness of marketing strategies and make data-driven decisions. This constant flow of information is crucial for agility in marketing tactics and strategy refinement.

Unified Marketing Analytics Reporting

One of the significant challenges in marketing analytics is consolidating data from multiple channels into a coherent report. Octoboard's analytics platform addresses this by allowing the integration of various marketing analytics channels into a single reporting interface. This unified approach is vital for several reasons:

  • It provides a holistic view of marketing efforts, showing how different channels contribute to overall goals.
  • It saves time by eliminating the need to switch between multiple platforms.
  • It facilitates easier comparison and correlation of data across channels.


Create cross-platform PPC reports, send your data to BigQuery, Looker Studio and build your own data warehouse.



Advanced PPC Analytics for Comprehensive Reporting

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. Agencies can build reports across multiple PPC channels, locations, and currencies, offering a comprehensive view of PPC efforts. Learn more about this powerful feature here.

The ability to customize and delve deep into PPC data means that agencies can provide tailored insights and strategies to their clients, enhancing the value of their services.

Automated Data Trend Monitoring and OpenAI Insights

Staying on top of marketing trends is crucial for any successful marketing strategy. Octoboard's feature for automated data trend detection and OpenAI data insights uses Hubspot CRM data to keep marketing teams informed about their progress. This feature allows teams to monitor trends in real-time, providing valuable insights that can lead to proactive strategy adjustments. Learn more about this innovative feature here.

Automating trend detection and analysis ensures that marketing teams are not just reacting to changes in the market but are staying ahead of the curve. This proactive approach is key to maintaining competitive advantage and achieving sustained success.

Google Sheets Data Export: Enhancing Accessibility and Customization

Octoboard also offers a Google Sheets data export feature, enabling teams to send Hubspot CRM data directly to Google Sheets. This feature is particularly useful for teams that prefer to work with data in a spreadsheet format for further analysis or custom report generation. Access more information about this feature here.

Exporting data to Google Sheets allows for:

  • Customizable data views tailored to specific needs or preferences.
  • Easy sharing and collaboration within teams.
  • The ability to leverage Google Sheets' powerful data manipulation and visualization tools.


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



The Impact of Hubspot CRM and Octoboard Integration on Marketing Analytics

The integration of Hubspot CRM with Octoboard transforms the way marketing teams handle data. By automating data collection, analysis, and reporting, teams can focus more on strategy and less on data management. The unified view of data across multiple channels provided by Octoboard enhances the understanding of marketing efforts, while the advanced features like PPC Analytics and automated data trend monitoring equip teams with the tools they need to stay ahead in a competitive market.

By embracing these technologies, marketing teams can not only improve their efficiency and effectiveness but also provide more value to their clients through deeper insights and proactive strategies. In a world where data drives decisions, the combination of Hubspot CRM and Octoboard is a powerful ally for any marketing team looking to excel in their analytics and reporting capabilities.

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:
4-Feb-24
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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