Whitepaper

Creating Engaging HubSpot Reports and Dashboards to Unify Marketing and Sales Data

Learn how to design reports and dashboards that unify marketing and sales data, improve visibility, and support informed decision-making in HubSpot.

What’s inside
Foundations of HubSpot reporting and analytics
Native reports: strengths and limitations
Custom reports and dashboard setup and configuration
Best practices for marketing dashboards and analytics

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Key Takeaways
Reporting basics

Understand core report types, data objects, and how HubSpot structures marketing and sales insights

Custom reporting

Learn how to build custom reports across multiple objects for deeper performance analysis

Native tool limits

See where built-in reporting works well and where external analysis may be required

Dashboard design

Apply proven practices to create dashboards that highlight KPIs and drive action

This whitepaper explains how to use HubSpot reports and dashboards to analyze performance, track the customer journey, and improve decision-making. It covers native tools, custom reporting, and practical guidance for building dashboards that support business goals.

 

Download the whitepaper to learn how to build clearer, more actionable HubSpot reports and dashboards.