In today’s digital landscape, data is the lifeblood of businesses. Every interaction, transaction, and engagement generates valuable information that can lead to informed decision-making and improved business outcomes. Data-driven decision-making has become a crucial element for organizations seeking to gain a competitive edge. Having a tool that allows businesses to create their own reporting through flexible interfaces and no knowledge of coding is becoming more and more essential. For companies integrated with HubSpot, one powerful tool that aids in this process is HubSpot’s Custom Report Builder. This article will explore the features, benefits, and real-life examples of how this tool empowers businesses to harness their data for smarter decision-making.

The objective of this blog post is to provide a comprehensive overview of custom reporting solutions, specifically, HubSpot’s Custom Report Builder. We’ll guide you through its key features, benefits, and practical applications. By the end, you will understand how to leverage this tool to unlock the potential of your data for informed decision-making.

An Overview of HubSpot’s Custom Report Builder

HubSpot’s Custom Report Builder is a versatile reporting tool that allows businesses to create and customize reports tailored to their specific needs. It provides a user-friendly interface that enables users to access and analyze data across various dimensions, empowering them to extract valuable insights from their marketing, sales, and customer service efforts.

Key Features of HubSpot’s Custom Report Builder:

1. Data Customization: HubSpot’s Custom Report Builder offers the flexibility to select report properties such as contact properties, email events, deal properties, and more, enabling businesses to focus on the specific metrics that matter most to them.
2. Advanced Filtering: Hubspot’s Custom Report Builder allows users to set detailed report criteria, ensuring that the generated reports contain the most relevant and accurate information.
3. Visual Formatting: This tool provides a range of formatting options to make reports visually appealing and easy to interpret. Users can add charts, graphs, and other visual elements to present data in a visually compelling manner.
4. Automation and Scheduling: Reports can be scheduled for regular updates and sent to designated recipients automatically, saving time and ensuring stakeholders are informed.

Benefits of using HubSpot’s Custom Report Builder

At this point, you might be asking yourself, “Why would I need a tool like this?” Well, there are many reasons, but some of the benefits include:

1. Data-Driven Insights: By customizing reports, businesses can gain deeper insights into their KPIs and identify trends, patterns, and areas for improvement.
2. Improved Decision Making: Accurate and timely data allows businesses to make informed decisions, enabling them to optimize their marketing strategies, refine sales processes, and enhance customer service experiences.
3. Time and Resource Efficiency: With an intuitive interface and automation capabilities, the Custom Report Builder reduces manual data gathering and analysis, saving valuable time and resources for businesses.
4. Alignment and Collaboration: The tool facilitates better cross-team collaboration by providing a centralized platform for sharing and discussing reports, ensuring all stakeholders have access to relevant data.

Real-Life Example Use Cases for HubSpot’s Custom Report Builder

Not sure if it’s applicable to your organization? There is a wide array of industries that utilize Hubspot and, therefore can benefit from its Custom Report Builder:

1. E-commerce: Retailers can use the Custom Report Builder to track customer behavior, analyze sales performance by product, and optimize their marketing campaigns.
2. SaaS: SaaS businesses can leverage this tool to measure customer satisfaction metrics, identify areas of improvement in their sales process, and enhance customer retention efforts.
3. Non-Profit: Non-profit organizations can use the Custom Report Builder to monitor their fundraising campaigns, analyze donor engagement, and segment their audience for more targeted outreach.

Step by Step Tutorial

Now that we have a solid understanding of what HubSpot’s Custom Report Builder is and how it can help organizations, let’s take an in depth look into how to use the tool.

First, navigate to the reporting dashboard in HubSpot and select the Custom Reports Tab. You can then select the desired properties to include in the report, such contacts, deals, or emails. Next, select the report criteria by applying filters based on specific attributes, timeframes, or other relevant parameters. 

Now that the data is in order, the report can be formatted by adding charts, graphs, and other visual elements to present the data in a clear and engaging manner. Finally, you can save the report for future reference and easily share it with team members via email or by granting access within the HubSpot platform.

Conclusion

Custom Report Builders, such as HubSpot’s, empower businesses to make data-driven decisions. By providing user-friendly interfaces, customizable features, and automation capabilities, they allow organizations to extract valuable insights, improve decision-making processes, and enhance overall performance. Through real-life examples, we have seen how businesses across various industries leverage custom report builders to gain a competitive advantage. 

Make the most of your data today and take the first step towards informed decision making by incorporating Explo’s Custom Report Builder into your business operations. Empower your teams, drive growth, and unlock the full potential of your data.

Remember the future belongs to those who can turn data into actionable insights. Start harnessing the power of data today!

Ready to unlock the power of data-driven decision making? Start a trial of Explo’s Custom Report Builder and make the most of your data.