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There are over 250 pre-built report templates available in the HubSpot report library, not to mention hundreds of properties and KPIs that you can look at to better understand your business performance. But where do you actually start if you want to create a dashboard tailored to your business WITHOUT drowning in the massive amount of data and "vanity-metrics" you may have?
Our answer?
Why not just start with the basics of your marketing strategy and begin by analyzing each phase of your inbound marketing strategy.
This article will give you 5 ideas of reports you can include in your dashboard to effectively track the effectiveness of your inbound strategy.
1. Analyze the visitors you attract
Attracting visitors to your website is the first phase of your inbound strategy. The goal is to get to know your target audience well so you know how and by what means you can best attract them.
Analyzing this information to find out how new visitors find your website is crucial to creating an exponential acquisition system that targets the right people at the right place.
The sample report above will allow you to analyze the volume of traffic to your website and break it down by traffic source to see where it is coming from.
2. Analyze the leads you are generating
If you invest a lot of effort in traffic acquisition. There comes a time when you have to convert your visitors into leads.
A report analyzing the conversion rate of your lead generation strategy is necessary to adjust our marketing actions based on real time information and results rather than on our hunches or assumptions.
With this report, you will be able to calculate the effectiveness of your lead generation campaigns by seeing the number of visitors who converted to leads and the ads and marketing materials that prompted them to leave their contact information.
3. See how many leads your team successfully qualifies
The beauty of having new leads in your pipeline is that you can engage them in conversation and identify the most qualified prospects to become customers.
With this dashboard, you'll be able to see the total number of qualified leads created over a given period of time and if you want to go further, you can even find out which sources are providing the highest quality leads. Compare this to a previous period and find out which resources contributed to this conversion.
4. How many customers do you manage to convert?
How many appointments have been scheduled from your list of qualified prospects? How many calls did you make last week with potential clients? How many deals did you win? What is your conversion rate?
So much information can be analyzed with this dedicated sales team report. Everyone says that the survival of a business depends on how many sales you manage to generate. These sales dashboards are very useful to keep an eye on one of the most important activities in your business.
5. Are you successful with your customers?
Make your customers become promoters of your company? Here we are in the last phase of our inbound strategy, the "Delight" phase. This dashboard is essential to help you measure your success with your customers and adjust the quality of service provided by your team.
To conclude, all data-driven companies need to include different reports in their CRM dashboard to prepare, process, analyze and visualize all their business data.
But collecting data doesn't have to be that complicated. Starting with these 5 dashboard ideas, you will be able to track all the important metrics in your inbound strategy. Plus, HubSpot offers a variety of pre-built templates and reports. To access them, navigate to one of your dashboards and select "add report" in the top right.
Parkour3 will gladly help you optimize your HubSpot dashboard. There are many other reasons to use the HubSpot CRM platform and its 5 hubs. In fact, you can check out our article that mentions the 40 reasons to adopt this CRM platform.