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Hubspot CRM Marketing ActivityReport: Automating Analytics with Octoboard

Discover how automated marketing analytics reports using Hubspot CRM can empower marketing teams to demonstrate their value to clients more effectively.

New marketing template — Hubspot CRM Marketing Activity (Report)
We have added a new data template "Hubspot CRM Marketing Activity (Report)" for automating Hubspot CRM data reports. Use it to build engaging client reports and send business updates by email.
All your data in one place
Business features include
 
New marketing template — Hubspot CRM Marketing Activity (Report)
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
All your data in one place

New marketing template — Hubspot CRM Marketing Activity (Report)

We have added a new data template "Hubspot CRM Marketing Activity (Report)" for automating Hubspot CRM data reports. Use it to build engaging client reports and send business updates by email.

All your data in one place
 
Business performance management dashboard shared

Share template "Hubspot CRM Marketing Activity (Report)" with your team

Add client portal to your website. Invite clients and team members and let them explore your collection data in dashboards and reports built using template "Hubspot CRM Marketing Activity (Report)".

Share with teams
Public links and embedding

Make your Hubspot CRM data public in a shared dashboard. Embed data views into any page of your website. The setup is very easy and does not require IT support.

Secure and private
Manage Hubspot CRM data visibility

You decide what data to share or to keep private. Access rights for individual users and clients is under your control.

Business performance management dashboard shared
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Hubspot CRM Marketing Activity (Report) data

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 Hubspot CRM 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 dashboards and reports using template "Hubspot CRM Marketing Activity (Report)". Embed data views into any page of your website. The 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 data changes in the "Hubspot CRM Marketing Activity (Report)" template. We use ChatGPT and OpenAI to identify Hubspot CRM trends and send regular updates.

Connect Hubspot CRM 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 MARKETING ACTIVITY (REPORT)

HUBSPOT CRM MARKETING ACTIVITY (REPORT)

Hubspot CRM Marketing Activity (Report)

Template for generated report: Seo audit for freelancers

# Automated Marketing Analytics Report: Hubspot CRM Metrics Overview

In the rapidly evolving digital marketing landscape, the ability to analyze and act on data is pivotal. Hubspot CRM, a central repository for marketing, sales, and customer service data, provides a wealth of metrics that, when leveraged effectively, can illuminate the path to enhanced marketing strategies and customer engagement. The integration of Octoboard analytics platform with Hubspot CRM, particularly utilizing the cloud data API offered by Hubspot CRM, represents a significant leap forward in automating marketing analytics reporting. This blog post delves into how such automated reports, bolstered by the latest trends from the ChatGPT engine and disseminated through email and Slack, can empower marketing teams to demonstrate their value to clients more effectively.

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



Understanding the Metrics

The Hubspot CRM data encompasses a wide array of metrics essential for a comprehensive marketing analytics report. These include:

  • Marketing Activity
  • Time to Close
  • Deals Created
  • Deals Lost
  • Deals by Stage
  • Deals Won
  • Deals Created Amount
  • Deals Won Amount
  • Companies
  • Deals Lost Amount
  • Calls
  • Completed Tasks


Each of these metrics offers a unique insight into the marketing process, from the efficiency of sales cycles (Time to Close) to the effectiveness of engagement strategies (Deals Won, Calls, Completed Tasks). Understanding the nuances of these metrics can help marketing teams not only to track performance but also to identify areas for improvement and growth.

Save time by automating your reports, grow revenue and retain customers with Octoboard.



The Importance of Automating Reports

The automation of marketing analytics reports through platforms like Octoboard transforms data analysis from a tedious, time-consuming task into a streamlined, efficient process. This automation allows marketing teams to focus their efforts on strategy and creativity rather than on manual data compilation. By sending out these reports monthly or weekly to teams or management, organizations can maintain a clear view of their marketing efforts, fostering transparency and accountability.

Moreover, the integration of content performance metrics, crucial for higher rankings on Google Analytics 4 (GA4), into these reports ensures that marketing teams can monitor and adjust their content strategies to maximize visibility and engagement. The Octoboard reports serve as a comprehensive dashboard, bringing together disparate marketing analytics metrics in one place, which is critical for cohesive strategy planning and execution.

Advanced PPC Analytics Module

The advanced PPC Analytics module offered by Octoboard is a game-changer for marketing agencies. By allowing the creation of new metrics, dimensions, and the application of advanced formulas, this module enables marketing teams to tailor their PPC data analysis across different channels, locations, and currencies. The value of this feature lies in its ability to provide customized insights that are directly actionable, enhancing the effectiveness of PPC campaigns. For more details, visit Octoboard PPC Analytics Module.

Automating Data Detection of Trends

In the current dynamic market environment, staying abreast of marketing trends is not just beneficial; it's necessary. Octoboard’s capability to monitor data trends and generate insights using OpenAI and Hubspot CRM data is instrumental in achieving this. This feature ensures that marketing agencies and teams are not only monitoring their activity but are also proactively identifying patterns and adjusting strategies accordingly. For more information, visit [Octoboard Generated ChatGPT/OpenAI feature](https://www.octoboard.com/automated-data-insights).

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



Google Sheets Data Export Feature

The Google Sheets data export feature offered by Octoboard is another pivotal tool for marketing teams. This feature facilitates the seamless export of Hubspot CRM data to Google Sheets, allowing for enhanced data visibility and manipulation. By leveraging this functionality, marketing teams can conduct deeper analyses, collaborate more effectively, and create more compelling reports. To explore this feature, check out [Octoboard Google Sheets add-on feature](https://www.octoboard.com/ppc-analytics/export-data/google-sheets).

Conclusion

In an age where data is king, the ability to efficiently gather, analyze, and act upon marketing analytics is a significant competitive advantage. The integration of Octoboard with Hubspot CRM, leveraging the power of automation and the insights provided by ChatGPT, represents a leap forward in marketing analytics. By embracing these technologies, marketing teams can save countless hours on report generation, gain deeper insights into their marketing activities, and, most importantly, demonstrate their value to clients through clear, actionable data. The advanced features offered by Octoboard, from PPC analytics to Google Sheets exports, ensure that marketing teams have the tools they need to stay ahead in a fast-paced digital world.

938
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Last reviewed:
31-Mar-24
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

"HUBSPOT CRM MARKETING ACTIVITY (REPORT)" 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

COMPLETED TASKS

Number of tasks completed
USE THIS METRIC
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