Best practices for building reports
As mentioned previously, there are many reports already pre-built for you within your HubSpot portal. With some slight customization, you can see reports relevant to your business and gain meaningful insights.
Here are some best practices to keep in mind when building reports:
- Think of the story you want to tell and see how the data can support that story.
- Be mindful of the audience, that is, who are you building the report for. Different stakeholders will have different interests.
- Take time to understand the information being presented in the report, as you will be asked to explain it.
- Use the reports to fill out missing information in your data. You should not see too many values in categories such as No Value, so double-check why this data is missing and fill it out.
- Use the data to examine your assumptions and plan accordingly. If you have an inclination that the summer months are slow months for sales, then use this...