Contents
Sales Reporting and Dashboards in HubSpot
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Unlock this course nowLesson Details
In this lesson, you'll learn:
- How to approach HubSpot reporting for sales
- The basics of HubSpot dashboards for sales
- How to create your own dashboard as a sales rep
- How to create your own dashboard as a sales manager
By the end of this short lesson, you'll feel 100% confident and comfortable navigating HubSpot's sales reporting tools, as well as how to use your dashboards to fuel real growth and help you close more deals faster.
The Lesson Transcript
Topics Covered In This Lesson
This Lesson Includes
Meet Your Instructor

As IMPACT’s Director of HubSpot Training, it is Carina’s mission to ensure all of IMPACT’s HubSpot-using clients are getting the most out the platform. Before leading the HubSquad (IMPACT’s team of HubSpot Certified Trainers), Carina spent several years training clients and developing a system for teaching companies how to get the most out of their HubSpot investment. Outside of the office, you can find her on the disc golf course, snowboarding at Mount Snow, or hanging out with her husband Matt and daughter Hazel.
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Course Transcripts:
Course Transcripts:
This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.
By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.
Course Transcripts:
This course is a great fit for any marketing professional who uses (or is starting to use) HubSpot and is looking to leverage the platform to both improve their overall buyer’s experience and save their team time and effort.
By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.
Course Transcripts:
The Transcript For This Course
The Transcript For This Course
- What a CRM is and what it should be doing for your team
- How to be more efficient and productive using sales technology
- How to improve your sales enablement using sales technology
- How to optimize your sales process using sales technology
- How to choose the right CRM for you
- How to get started with sales technology
Course Transcripts:
- What a CRM is and what it should be doing for your team
- How to be more efficient and productive using sales technology
- How to improve your sales enablement using sales technology
- How to optimize your sales process using sales technology
- How to choose the right CRM for you
- How to get started with sales technology
Course Transcripts:
In this lesson, you'll learn:
- How to prove your content makes money
- How to report on content ROI like Marcus Sheridan
- How to create custom ROI reports in HubSpot
In this lesson, you'll learn:
- How to prove your content makes money
- How to report on content ROI like Marcus Sheridan
- How to create custom ROI reports in HubSpot
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The Lesson Transcript
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The Lesson Transcript
- The different ways to define return on investment (ROI) at your organization
- The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
- How to manage your data properly in HubSpot
- How to create effective ROI reports in HubSpot
Course Transcripts:
- The different ways to define return on investment (ROI) at your organization
- The tools HubSpot has to track your ROI (even if you’re not using HubSpot Sales) and how to use them
- How to manage your data properly in HubSpot
- How to create effective ROI reports in HubSpot
Course Transcripts:
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
- The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
- The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
- Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
Course Transcripts:
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
- The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
- The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
- Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
Course Transcripts:
In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.
In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
In this lesson we’ll break down what HubSpot Campaigns actually are – how they function, and what you can do with the HubSpot Campaigns Analytics tools
The Lesson Transcript
In this lesson we’ll break down what HubSpot Campaigns actually are – how they function, and what you can do with the HubSpot Campaigns Analytics tools
The Lesson Transcript
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By the end, you’ll have a full understanding of how you can utilize HubSpot’s workflows tool to make your marketing process more seamless.
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Intro
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Course Transcripts:
Intro
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Course Transcripts:
Course Transcripts:
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The Lesson Transcript
That's what this lesson is all about. In this lesson, you'll learn how to use HubSpot templates and snippets for assignment selling, as well as documents and analytics.
Note: You’ll need at least Sales Starter to get the most out of templates, snippets, and documents for assignment selling, and you’ll need Sales Pro or above to use sales content analytics.
The Lesson Transcript
Course Transcripts:
Course Transcripts:
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Course Transcripts:
In this lesson, you'll learn:
- How to prove your content makes money
- How to report on content ROI like Marcus Sheridan
- How to create custom ROI reports in HubSpot
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- How to prove your content makes money
- How to report on content ROI like Marcus Sheridan
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In this lesson with IMPACT Director of HubSpot Training Carina Duffy, you'll discover how to build a powerful HubSpot reporting dashboard that gives you a full, real-time picture of your digital sales and marketing mastery progress, anytime and anywhere.
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The Lesson Transcript
If that sounds like you. You're in the right place. In this lesson, we’ll break down why most email nurturing campaigns are so stinking bad, how to avoid those things and do email nurturing for your company that’s NOT so stinking bad (and maybe actually is effective). We'll also get into some tips and tricks for doing your email nurturing with HubSpot’s automation tools.
The Lesson Transcript
The Transcript For This Course
The Transcript For This Course
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
- The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
- The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
- Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
Course Transcripts:
"Every day I log into HubSpot, I have no idea what's going on in there and I don't know how to find anything. It's making it impossible to leverage HubSpot for contact segmentation, marketing and sales automation, and database management. On top of that, it's so disorganized, I'm not sure I can trust the reporting and analytics."
If this sounds like you, you're in the right place.
In this course you'll learn:
- The most common reasons why chaotic, messy HubSpot portals happen to good, well-meaning HubSpotter's
- The step-by-step process you need to follow to clean out your old, unwanted contacts and how to clean up our data
- Long-term strategies to keep your HubSpot portal data pristine, clean, and always reliable and up-to-date
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Course Transcripts:
In this new course, you’ll unlock the powerful tactics, strategies, and secrets to creating prospecting emails that are guaranteed to get higher open rates and leave your prospects genuinely excited to learn more from you.
Course Transcripts:
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Course Transcripts:
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Course Transcripts:
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Course Transcripts:
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Course Transcripts: