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HubSpot Academy
Sales Reporting with HubSpot
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HubSpot Academy

Sales Reporting with HubSpot

This course is part of Strategic Customer Relationship Management & Sales Technique Specialization

Tiphaine Amblard

Instructor: Tiphaine Amblard

Included with Coursera Plus

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4 modules
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

Recommended experience

Beginner level

Learners don't need sales or data analysis experience, but should have basic internet navigation skills and be eager to participate.

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

4 modules
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

Recommended experience

Beginner level

Learners don't need sales or data analysis experience, but should have basic internet navigation skills and be eager to participate.

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
  • About
  • Outcomes
  • Modules
  • Recommendations
  • Testimonials

What you'll learn

  • How to audit, clean, and organize your data with HubSpot’s CRM platform

  • Identify and analyze key metrics for sales effectiveness and customer service success according to your business goals

  • How to create custom reports on the HubSpot dashboard with compelling data visualizations

Skills you'll gain

  • Performance Reporting
  • HubSpot CRM
  • Forecasting
  • Customer Relationship Management (CRM) Software
  • Data-Driven Decision-Making
  • Customer Data Management
  • Business Metrics
  • Sales
  • Data Visualization
  • Business Reporting
  • Customer Service
  • Dashboard
  • Key Performance Indicators (KPIs)
  • Sales Process
  • Performance Metric
  • Goal Setting

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

18 assignments¹

AI Graded see disclaimer
Taught in English

See how employees at top companies are mastering in-demand skills

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Build your subject-matter expertise

This course is part of the Strategic Customer Relationship Management & Sales Technique Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard.

By the end of this course you will be able to: • Set data-driven goals for a business • Clean and organize your data in HubSpot • Create custom contact properties in HubSpot • Identify ways in which data can help improve the attraction of customers • Identify key metrics for sales effectiveness analysis • Analyze sales content • Explain the importance and the steps involved in forecasting using sales hub • Identify key customer service success metrics • Evaluate customer service success • Create a custom report in HubSpot • Describe data visualization best practices • Create a visually compelling dashboard in HubSpot • Demonstrate the use of data in reporting and dashboards Regardless of your current experience, this course will instruct you on how to create a data-driven business and report on your sales efforts within the HubSpot dashboard. This course is intended for anyone interested in jumpstarting their career in sales - whether you’re changing careers and looking for an entry-level role, or want to hone your skills in your current role as a sales representative. It does not require any background knowledge or experience to get started. Throughout the course, you will complete exercises that ask you to apply the skills you have learned in a practical way, such as creating a custom contact property, reporting on each stage in customer relationship, and creating a visually compelling dashboard in HubSpot. You will compile your work and submit it as a project at the end of the course.

In the first week you will learn the importance of using data to drive your decision making and goals for your business. You’ll be introduced to the concept of the Golden Circle Framework for defining your business purpose as well as how to fulfill your purpose with a SWOT analysis. You’ll also learn how to set SMART goals. In the second lesson you’ll learn how to use HubSpot CRM to organize your data into records and create custom contact properties.

What's included

12 videos4 readings5 assignments2 discussion prompts

12 videos•Total 82 minutes
  • Introduction to the Program•5 minutes•Preview module
  • Course Introduction Video•3 minutes
  • Careers in Sales and Customer Relationship Management•5 minutes
  • Weekly Introduction: Fundamentals of a Data-Driven Business•0 minutes
  • A Case for Data-Driven Decision-Making•11 minutes
  • Using Data to Define Your Purpose in Business•11 minutes
  • Data-Driven Goal Setting for Your Business•9 minutes
  • Unpacking CRMs and Object Data•9 minutes
  • Preparing Your CRM for Reporting•11 minutes
  • How to Create Custom Contact Properties in HubSpot•1 minute
  • Auditing and Cleaning Your Data in HubSpot•11 minutes
  • Weekly Review: Data-Driven Business Foundation•0 minutes
4 readings•Total 80 minutes
  • Course Syllabus•10 minutes
  • How to Be Successful in this Course•20 minutes
  • Summary of Techniques and Frameworks to Use for Data-Driven Goal Setting•30 minutes
  • Tailoring the Customer Experience as a Harley-Davidson Dealership•20 minutes
5 assignments•Total 120 minutes
  • Practice Quiz: Fundamentals of a Data-Driven Business•15 minutes
  • Exercise: Create a Custom Property in HubSpot•30 minutes
  • Practice Quiz: Managing Your Business Data in HubSpot•15 minutes
  • Exercise: Data-Driven Decision-Making•30 minutes
  • Graded Quiz: Data-Driven Business Foundation•30 minutes
2 discussion prompts•Total 20 minutes
  • Meet and Greet•10 minutes
  • Share a Time from Your Own Experience Where You Made a Data-Driven Decision•10 minutes

This week you will explore the attract, engage, and delight stages of lead management. You’ll learn key metrics to ensure your marketing content is attracting your target persona. You’ll also learn how to analyze your sales data and customer service success metrics to evaluate the success of your product.

What's included

8 videos12 readings7 assignments

8 videos•Total 55 minutes
  • Weekly Introduction: Use Reporting to Drive Success•1 minute•Preview module
  • Using Data in the Attract Stage: Hypothesis and A/B Testing•8 minutes
  • Using Data in the Attract Stage: Use Experiments to Familiarize Yourself with Your Audience•10 minutes
  • HubSpot Customer Spotlight: New Breed Marketing•3 minutes
  • Engage Stage Metrics to Consider•10 minutes
  • Forecasting and Analytics in Sales Hub•6 minutes
  • Data-Driven Decision Making in Customer Service•14 minutes
  • Weekly Review: Use Reporting to Drive Success•1 minute
12 readings•Total 175 minutes
  • The Inbound Methodology – Attract, Engage, and Delight•20 minutes
  • The Complete A/B Testing Kit•10 minutes
  • Marketing Metrics to Know in HubSpot•20 minutes
  • Understanding the Basics of UTM Parameters•15 minutes
  • Using Marketing Hub to Evaluate Attract Stage Data•10 minutes
  • Lagging and Leading Indicators Review•10 minutes
  • Analyzing Your Sales Content•10 minutes
  • How HubSpot Helped CancerIQ Adapt and Scale Its Business•15 minutes
  • The Customer Service Metrics Calculator•10 minutes
  • Analyzing Your Knowledge Base•10 minutes
  • Analyzing Your Service Team Productivity•30 minutes
  • HubSpot Customer Spotlight: Santa Cruz Bicycles•15 minutes
7 assignments•Total 170 minutes
  • Practice Quiz: Driving Growth with Attract Stage Reporting•15 minutes
  • Exercise: Reporting in the Attract Stage•30 minutes
  • Practice Quiz: Unlocking the Power of Engage Stage Reporting•20 minutes
  • Exercise: Reporting in the Engage Stage•30 minutes
  • Practice Quiz: Creating Momentum with Delight Stage Reporting•15 minutes
  • Exercise: Reporting in the Delight Stage•30 minutes
  • Graded Quiz: Use Reporting to Drive Success•30 minutes

This week is a deep dive into creating custom reports and compelling dashboards in HubSpot. You’ll learn how to engage with HubSpot’s tools to organize and display all the data you’ve collected. You’ll learn how to use HubSpot to create visually appealing dashboards and reports that will help you communicate your findings effectively.

What's included

13 videos2 readings6 assignments

13 videos•Total 61 minutes
  • Weekly Introduction: Dashboards and Custom Reports•0 minutes•Preview module
  • Data Considerations Before Building Custom Reports•3 minutes
  • Steps to Creating a Custom Report in HubSpot: The Importance of a Good Research Question•5 minutes
  • Steps to Creating a Custom Report in HubSpot: Using Data Sources•5 minutes
  • Steps to Creating a Custom Report in HubSpot: Example UI Walkthrough of Building a Custom Report in HubSpot•3 minutes
  • Steps to Creating a Custom Report in HubSpot: UI Walkthrough: The Importance of Filters•3 minutes
  • Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Build a Custom Report that Contains Object and Event Data•2 minutes
  • Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Using Sales Data in Custom Reports•7 minutes
  • Best Practices for Data Visualization•12 minutes
  • The Basics of Dashboard Design•9 minutes
  • Designing Visually Compelling Dashboards in HubSpot•7 minutes
  • Resizing Reports on Your HubSpot Dashboard•0 minutes
  • Weekly Review: Dashboards and Custom Reports•0 minutes
2 readings•Total 35 minutes
  • Dashboards and Digital Design•20 minutes
  • Customizing Your HubSpot Dashboard•15 minutes
6 assignments•Total 150 minutes
  • Practice Quiz: Creating Custom Reports in HubSpot•15 minutes
  • Practice Quiz: Designing Compelling HubSpot Dashboards•15 minutes
  • Exercise: Explore the Dashboard Library•30 minutes
  • Exercise: Dashboard Design•30 minutes
  • Exercise: Resize and Move a Report on Your HubSpot Dashboard•30 minutes
  • Graded Quiz: Dashboards and Custom Reports•30 minutes

The focus in the final week is the application of your new knowledge with your course project in which you will combine all the exercises you have completed throughout the course and submit them for peer review.

What's included

3 videos2 readings1 peer review

3 videos•Total 2 minutes
  • Weekly Introduction: Reporting with HubSpot Project•0 minutes•Preview module
  • Project Overview•1 minute
  • Congratulations! Reporting with HubSpot•0 minutes
2 readings•Total 50 minutes
  • Career Support Resources•20 minutes
  • How to Add Your Info to LinkedIn•30 minutes
1 peer review•Total 60 minutes
  • Project: Reporting with HubSpot•60 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Tiphaine Amblard
Tiphaine Amblard
HubSpot Academy
8 Courses•10,043 learners

Offered by

HubSpot Academy

Offered by

HubSpot Academy

HubSpot Academy is the worldwide leader in inbound marketing, sales, and customer service/success education. Since 2012, HubSpot Academy has been on a mission to transform the way people and companies grow, offering online training for the digital age: courses, projects, certifications, and software training. Now, HubSpot Academy's Inbound Certification has become the official badge of the inbound movement, with over 60,000 awarded annually. The online courses developed by Academy’s students and teachers are translated into four languages, and the award-winning certifications are completed by hundreds of people each day all over the world. As HubSpot’s (NYSE: HUBS) official learning resource, HubSpot Academy aims to educate and inspire people everywhere, helping them learn how to market, sell, and grow an inbound business. Learn more at http://academy.hubspot.com/.

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Frequently asked questions

Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

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  • The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.

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