3min read

How to Automate Your HubSpot Reporting

by Article by Remington Begg Remington Begg | August 16, 2017 at 3:28 PM

Poor marketing managers. They’re always under pressure to please a whole lot of important people.

When it comes to their company’s inbound marketing, bosses ask a lot of marketing managers. They want great results and they want to see proof of them all of the time. Even though marketing departments are tapped into cutting edge tools and technology, constantly providing everyone with custom metrics just isn’t that simple.

Marketing managers face the same challenges as our busy Inbound Marketers. They’re all already busy creating and nourishing campaigns to drive actionable results. So frequently compiling time-consuming reports is kind of a burden.

For our team, the ritual begins with downloading a report from Hubspot, exporting it into Google Slides, reformatting it, adding data manually and finally, exporting it as a PDF. It’s the same drill for marketing managers. We all need an easier way to keep the c-suite happy.

(Though cumbersome, this process is still a big improvement on the methods of prehistoric marketers, who used sharp rocks to carve their monthly reports into cave walls.)


Enter Databox

You know that moment, when on the last day of your rained-out vacation, the storm stops and the sun finally shines? Databox is like that, except it’s reporting technology. Basically, these data daredevils have come up with a product to help us all spend time looking forward instead of backward.

Databox is a tool that uses custom dashboards to integrate Google AdWords, Google Analytics, HubSpot CRM, HubSpot Marketing, QuickBooks (and 25+ more tools) to creating a snapshot of projected company growth, not just a list of historical numbers.

With Databox, we can deliver a data deep dive just as easily as we can skim the shallow end of the metric pool, all without making a single spreadsheet. It’s flexible and it only takes about 60 seconds to set up a company’s account and customize the metrics that matter to their many stakeholders.

Juicy Databox Details:


Target Metrics That Matter

Now, marketing managers can focus on the metrics that matter for their department’s goals, while still giving the c-suite exactly what they want to see.

Not only is reporting easier, but a custom Databox dashboard can put the metrics you care about into context. And content means everything in a marketing data report.

For example: don’t pop the champagne just because your sales are up. If your customers are down, you’re actually losing potential sales because your customer base is dwindling.

Decide which metrics matter to you, then sync your dashboard to apps that can show them:

For more reach & traffic:

  • Pull in Hubspot, Google Analytics, Adwords, Instagram, Facebook, Twitter and LinkedIn.

For more conversion & leads:

  • Pull in Google Analytics, HubSpot, Moz and Adwords.

For more customers:

  • Pull in Hubspot CRM, Shopify, Quickbooks and Callrail.


Welcome to the Party

Start exploring your options for different Databox-utilizing dashboards by checking out a rundown of the top ten, from our bffs over at HubSpot.

One of our favorites is Hubspot Leads by Source. It helps to track where our client’s leads are coming from, so we can focus our attention and maximize efforts. On the other end of that, if leads are bad in a certain area, we’re able to divert our efforts elsewhere.

Want more data-driven marketing wizardry? 

Marketers Guide to Lead Scoring