You may have seen some hype around the announcement or even some informative articles, but after spending some time researching and trying out the dashboards and reports, we found some things we thought HubSpot customers should know.
Here are 8 things you probably didn’t know you could do with the new HubSpot reporting tool:
#1- Create up to 20 Different Dashboards with 10 Reports per Dashboard. #2- Choose from a Variety of Categories of Sample Marketing and Sales Reports to Help you Get Started:
#3- Create Reports with Eight Different Visualization Types. Eight!
#4- Create Funnel Reports to Show How Your Contacts are Moving Through Different Lifecycle Stages.
(And the report actually looks like a funnel!)
add a list to the report to show lifecycle segment
#5- Create Any Type of Custom Report
based on persona
based on lifecycle stage
based on list membership
#6- Filter Reports by View or List to Create Highly-segmented Reports.
#7- Determine Who Can See and Edit Your Dashboards When you Set Different Permissions for each Dashboard: