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Sales Reporting with HubSpot
  • Level Foundation
  • Course by HubSpot Academy
  • Offered by

About

In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard. By the end of this course you will be able to: • Set data-driven goals for a business • Clean and organize your data in HubSpot • Create custom contact properties in HubSpot • Identify ways in which data can help improve the attraction of customers • Identify key metrics for sales effectiveness analysis • Analyze sales content • Explain the importance and the steps involved in forecasting using sales hub • Identify key customer service success metrics • Evaluate customer service success • Create a custom report in HubSpot • Describe data visualization best practices • Create a visually compelling dashboard in HubSpot • Demonstrate the use of data in reporting and dashboards Regardless of your current experience, this course will instruct you on how to create a data-driven business and report on your sales efforts within the HubSpot dashboard. This course is intended for anyone interested in jumpstarting their career in sales - whether you’re changing careers and looking for an entry-level role, or want to hone your skills in your current role as a sales representative. It does not require any background knowledge or experience to get started. Throughout the course, you will complete exercises that ask you to apply the skills you have learned in a practical way, such as creating a custom contact property, reporting on each stage in customer relationship, and creating a visually compelling dashboard in HubSpot. You will compile your work and submit it as a project at the end of the course.

Modules

Introduction to the Program

    • 3 Videos
    • 2 Readings
    • 1 Discussion
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1 Discussions

  • Meet and Greet

3 Videos

  • Introduction to the Program
  • Course Introduction Video
  • Careers in Sales and Customer Relationship Management

2 Readings

  • Course Syllabus
  • How to Be Successful in this Course

Fundamentals of a Data-Driven Business

    • 4 Videos
    • 1 Readings
    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Practice Quiz: Fundamentals of a Data-Driven Business

1 Discussions

  • Share a Time from Your Own Experience Where You Made a Data-Driven Decision

4 Videos

  • Weekly Introduction: Fundamentals of a Data-Driven Business
  • A Case for Data-Driven Decision-Making
  • Using Data to Define Your Purpose in Business
  • Data-Driven Goal Setting for Your Business

1 Readings

  • Summary of Techniques and Frameworks to Use for Data-Driven Goal Setting

Managing your Business Data in HubSpot

    • 5 Videos
    • 1 Readings
    • 4 Assignment
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4 Assignment

  • Exercise: Create a Custom Property in HubSpot
  • Practice Quiz: Managing Your Business Data in HubSpot
  • Graded Quiz: Data-Driven Business Foundation
  • Exercise: Data-Driven Decision-Making

5 Videos

  • Unpacking CRMs and Object Data
  • Preparing Your CRM for Reporting
  • How to Create Custom Contact Properties in HubSpot
  • Auditing and Cleaning Your Data in HubSpot
  • Weekly Review: Data-Driven Business Foundation

1 Readings

  • Tailoring the Customer Experience as a Harley-Davidson Dealership

Driving Growth with Attract Stage Reporting

    • 4 Videos
    • 5 Readings
    • 2 Assignment
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2 Assignment

  • Practice Quiz: Driving Growth with Attract Stage Reporting
  • Exercise: Reporting in the Attract Stage

4 Videos

  • Weekly Introduction: Use Reporting to Drive Success
  • Using Data in the Attract Stage: Hypothesis and A/B Testing
  • Using Data in the Attract Stage: Use Experiments to Familiarize Yourself with Your Audience
  • HubSpot Customer Spotlight: New Breed Marketing

5 Readings

  • The Inbound Methodology – Attract, Engage, and Delight
  • The Complete A/B Testing Kit
  • Marketing Metrics to Know in HubSpot
  • Understanding the Basics of UTM Parameters
  • Using Marketing Hub to Evaluate Attract Stage Data

Unlocking the Power of Engage Stage Reporting

    • 2 Videos
    • 3 Readings
    • 2 Assignment
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2 Assignment

  • Practice Quiz: Unlocking the Power of Engage Stage Reporting
  • Exercise: Reporting in the Engage Stage

2 Videos

  • Engage Stage Metrics to Consider
  • Forecasting and Analytics in Sales Hub

3 Readings

  • Lagging and Leading Indicators Review
  • Analyzing Your Sales Content
  • How HubSpot Helped CancerIQ Adapt and Scale Its Business

Creating Momentum with Delight Stage Reporting

    • 2 Videos
    • 4 Readings
    • 3 Assignment
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3 Assignment

  • Practice Quiz: Creating Momentum with Delight Stage Reporting
  • Graded Quiz: Use Reporting to Drive Success
  • Exercise: Reporting in the Delight Stage

2 Videos

  • Data-Driven Decision Making in Customer Service
  • Weekly Review: Use Reporting to Drive Success

4 Readings

  • The Customer Service Metrics Calculator
  • Analyzing Your Knowledge Base
  • Analyzing Your Service Team Productivity
  • HubSpot Customer Spotlight: Santa Cruz Bicycles

Creating Custom Reports in HubSpot

    • 8 Videos
    • 1 Assignment
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1 Assignment

  • Practice Quiz: Creating Custom Reports in HubSpot

8 Videos

  • Weekly Introduction: Dashboards and Custom Reports
  • Data Considerations Before Building Custom Reports
  • Steps to Creating a Custom Report in HubSpot: The Importance of a Good Research Question
  • Steps to Creating a Custom Report in HubSpot: Using Data Sources
  • Steps to Creating a Custom Report in HubSpot: Example UI Walkthrough of Building a Custom Report in HubSpot
  • Steps to Creating a Custom Report in HubSpot: UI Walkthrough: The Importance of Filters
  • Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Build a Custom Report that Contains Object and Event Data
  • Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Using Sales Data in Custom Reports

Designing Compelling HubSpot Dashboards

    • 5 Videos
    • 2 Readings
    • 5 Assignment
Show info about module content

5 Assignment

  • Practice Quiz: Designing Compelling HubSpot Dashboards
  • Exercise: Explore the Dashboard Library
  • Exercise: Dashboard Design
  • Exercise: Resize and Move a Report on Your HubSpot Dashboard
  • Graded Quiz: Dashboards and Custom Reports

5 Videos

  • Best Practices for Data Visualization
  • The Basics of Dashboard Design
  • Designing Visually Compelling Dashboards in HubSpot
  • Resizing Reports on Your HubSpot Dashboard
  • Weekly Review: Dashboards and Custom Reports

2 Readings

  • Dashboards and Digital Design
  • Customizing Your HubSpot Dashboard

Reporting with HubSpot: Application

    • 3 Videos
    • 2 Readings
    • 1 PeerReview
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1 Peer Review

  • Project: Reporting with HubSpot

3 Videos

  • Weekly Introduction: Reporting with HubSpot Project
  • Project Overview
  • Congratulations! Reporting with HubSpot

2 Readings

  • Career Support Resources
  • How to Add Your Info to LinkedIn

Auto Summary

"Sales Reporting with HubSpot" is a foundational course designed to help you leverage business data to create insightful sales reports using HubSpot's dashboards. Guided by expert instruction, you'll learn to organize, clean, and analyze data, set data-driven goals, and create custom reports and visually compelling dashboards. Ideal for those entering the sales field or enhancing their current skills, this course offers practical exercises culminating in a final project. Available through Coursera, it caters to both beginners and professionals with flexible subscription options.

Tiphaine Amblard
Instructor

Tiphaine Amblard