Get More Out of HubSpot Reporting With a Third-party Tool

“Editor’s Observe: This write-up includes affiliate links for Databox and Effect may possibly get payment from them. This in no way impacts the other examples/instruments highlighted.”

You need great knowledge to make wonderful conclusions. But right now, as we have accessibility to tens of millions of facts factors, the key is deciding what details matters and what facts we can ignore. When we concentration on the proper metrics, we can visualize our functionality and superior predict our upcoming.

At Influence, we’ve been all-in on HubSpot for a lot more than a 10 years. We have experienced hundreds of consumers to use the system to greater arrange, monitor, and scale their small business efforts. From product sales pipeline administration to marketing automation to service ticketing, HubSpot presents a suite of equipment to assist organizations grow better.

And it is really not just our purchasers. We use Product sales Hub and Advertising and marketing Hub way too. And we host our website on HubSpot’s CMS.

But with all that being claimed, we know there are limitations to what HubSpot can do for you. Quite a few users flip to 3rd-party instruments to bolster the insights they can obtain to gauge and make improvements to their internet marketing effectiveness, sales functions, and assistance endeavours.

A particular favored in this article at Impression is Databoxwhich is the most greatly made use of third-social gathering information instrument amid HubSpot customers.

Underneath, I’ll make clear a lot more about how you can use Databox to get extra out of HubSpot reporting, such as:

  • The capabilities and constraints of HubSpot reporting.
  • What Databox is and what it features.
  • How to use Databox to complement your HubSpot reporting.

Let us dive in.

Totally free Information: The Inbound Marketer’s Tutorial to Maximizing HubSpot ROI

What HubSpot Reporting gives

HubSpot delivers created-in reporting equipment that let you to watch the functionality of your product sales and promoting attempts. You can establish custom studies to give you and your team perception to tell your method and fulfill your aims.

Combining CRM and marketing details in just one tool allows organizations to adhere to the client journey from commence to end.

Let’s say a customer first identified your company by landing on a web site post by natural and organic look for. Each action from that to start with a single — signal ups, e-mail, internet pages seen — will get tracked and compiled into reviews that can help you appraise web site effectiveness, conversion charge, and 100 much more parts of info.

This allows make improvements to the interaction at each individual phase of the purchaser journey and offers more insights into what transpires to a direct the moment it receives passed on to the income team.

HubSpot’s designed-in reports are split into 3 distinct categories:

  • Dashboards:
    HubSpot Reporting Dashboards display simply digestible summaries of your organization’s overall performance in different areas of your sales and internet marketing. Tailor made dashboards can also be created to consist of equally internet marketing and income data in a single report.
  • Reports:
    HubSpot Stories present a concise summary of your product sales, advertising, or companies details. These reports are presented in a way that can help corporations realize the efficiency of these unique spots.
  • Analytics instruments:
    HubSpot Analytics presents a closer appear at the information compiled in your stories. This allows you greater recognize the conduct of your clients to enhance promoting and profits success. You can obtain site visitors analytics, site analytics, advertisement analytics, and marketing campaign analytics.

The limits of HubSpot Reporting

HubSpot gives a trove of facts to its users, and they can use the custom made report builder to produce studies and dashboards to track the metrics that make a difference to them.

On the other hand, HubSpot reporting will come with restrictions. We’ve identified the largest types to be:

Connecting a number of knowledge resources

HubSpot only studies on knowledge by now in the supplied HubSpot account.

If you are performing with other platforms to aid your advertising and marketing and gross sales procedures, you would have to have an integration to pull the information into HubSpot or a third-social gathering tool to compile a report that highlights your initiatives across all platforms.

This limitation will make it tricky to showcase the influence of your perform as a entire when info is spread throughout a number of tools and platforms.

Superior-level info manipulation

HubSpot does not offer the capability to utilize mathematical formulas and features to assist drill down into functionality. A 3rd-occasion resource can assist you seem further more into suitable metrics so you can make reviews that accommodate your desires. (More on this beneath)

Managing various accounts

HubSpot does not make it possible for you to combine data from many HubSpot portals.

Companies and companies that may possibly be taking care of several HubSpot accounts are limited in their skill to establish in depth reports that attract insights from all portals.

Third-party instruments like Databox can assist you prevail over this limitation.

What Databox is (and what it delivers)

Prior to we dive into how Databox can help you make sense of your information, let’s commence with some background facts.

Databox is a small business analytics platform made to help corporations keep an eye on and assess facts so they can make improvements to the efficiency of their most essential metrics. It is really the top rated 3rd-get together analytics tool among the HubSpot buyers.


The Databox platform includes a variety of reporting functions that enable enterprises to:

  • Align teams around the proper metrics and ambitions.
  • Automatic reporting.
  • Keep track of overall performance in true-time.
  • Properly check details to capitalize on potential options.

with a selection of quick-to-use integrationsDatabox assists organizations track the performance of all their systems and application in one spot, pulling information from many platforms and distinct accounts.

Who is Databox for? Organizations and organizations, especially marketers, sales associates, executives, account professionals, and operations teams.

How substantially does it charge? There is a free eternally approach that involves a few facts resource connections, all standard attributes, and additional than 60 integrations.

Compensated programs start out with a 15-working day free trial (no credit score card demanded). Just after that, options start at $72 for each month, which includes 4 data supply connections, five customers, and all common attributes. You can get started off by building a cost-free account below.

What it appears to be like like:

This is what it seems to be like to establish a dashboard in Databox:

Databox in action

HubSpot reporting with Databox

Third-party applications like Databox can assist you prevail over the constraints of HubSpot’s native reporting capabilities.

Let us check out how Databox can supplement and boost HubSpot CRM details to give you a clearer photo of effectiveness.

Below are 3 frequent details difficulties that HubSpot buyers experience. You are going to see a online video about each and every that walks you by way of how to use Databox to assist remedy it.

Tracking direct to purchaser conversion fee:

At any presented time, the wellbeing of your marketing funnel is a major indicator of your business’s good results. But even with HubSpot’s analytics, it can be tricky to know accurately how your promoting is going. You’ve bought stories on precise marketing and advertising property (like your top-accomplishing blog posts), but attribution styles can be problematic.

Why this issues: The lead to conversion charge gives a superior-level overview of the efficiency of your funnel. With Databox you can keep track of your conversion charge with basic info calculations — or you can also make use of the funnel visualization to spotlight the phases of your buyer journey.

Suggested Databox visualization type: Amount Block / Line Chart / Bar Chart / Funnel

Here’s a walkthrough:

Engagement checking

To get a complete photo of the success of your weblog, you need to have a great deal of details from a number of distinctive sources. You want to know about search rating, session size, bounce price, back links and a lot more. A report that presents all of this information in a single put is priceless.

Combining information from HubSpot Internet marketing and Google Analytics can assistance produce a customized report to evaluate the efficiency of your material tactic. This will assistance determine regardless of whether the selection of blogs posted during a offered time frame correlates with a bigger variety of periods to your web page.

Why this matters: Pulling and evaluating info from various sources is generally a problem. With Databox you can mix data from HubSpot Internet marketing and Google Analytics to get a apparent perception into which weblog places are driving benefits for your internet site — and which kinds aren’t.

Proposed Databox visualization style: Combo Chart

Here’s a walkthrough:

Tracking shut level by income rep

Sales overall performance is essential for the good results of your business enterprise. But it can be really hard to monitor, specially when you could possibly have additional than 1 most important information resource.

Shut amount is calculated by dividing the number of bargains won by the total number of open deals. Monitoring close price by revenue rep is not an quick metric to monitor in HubSpot. A third-bash tool like Databox can make it possible for you to instantly and properly observe an individual’s overall performance.

Why this issues: This details aids you monitor the consistency of the revenue in an organization. It is an essential metric to keep track of to measure an individual’s performance and determine who in the sales group requirements more aid.

Instructed Databox visualization form: Leaderboard

Here’s a Databox qualified conveying how to do this:

Additional details, much better conclusions

Extra than 130,000 organizations use HubSpot to automate internet marketing, observe their offer pipeline, and supply customer support. And while HubSpot Stories gives a wealth of information to support firms make improved conclusions, customers normally flip to third-party equipment to integrate essential metrics and construct a lot more handy studies.

No matter whether it is compiling knowledge from different resources, creating more flexible dashboards, or being equipped to get a far more comprehensive look at of your team’s efforts, a software like Databox can health supplement HubSpot Reports to give you what you’ve been lacking.

If you’re completely ready to use HubSpot as element of a verified, knowledge-driven inbound advertising and marketing tactic, speak to an advisor at Affect. We have assisted hundreds of corporations study to use HubSpot much more properly, boosting benefits together the way.