Hubspot Academy - Sales Reporting with HubSpot 

Introduction to the Program

Course Introduction Video

Careers in Sales and Customer Relationship Management

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

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

Course Syllabus

How to Be Successful in this Course

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

Tailoring the Customer Experience as a Harley-Davidson Dealership

Practice Quiz: Fundamentals of a Data-Driven Business

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

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

Engage Stage Metrics to Consider

Forecasting and Analytics in Sales Hub

Data-Driven Decision Making in Customer Service

Weekly Review: Use Reporting to Drive Success

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

Lagging and Leading Indicators Review

Analyzing Your Sales Content

How HubSpot Helped CancerIQ Adapt and Scale Its Business

The Customer Service Metrics Calculator

Analyzing Your Knowledge Base

Analyzing Your Service Team Productivity

HubSpot Customer Spotlight: Santa Cruz Bicycles

Practice Quiz: Driving Growth with Attract Stage Reporting

Exercise: Reporting in the Attract Stage

Practice Quiz: Unlocking the Power of Engage Stage Reporting

Exercise: Reporting in the Engage Stage

Practice Quiz: Creating Momentum with Delight Stage Reporting

Graded Quiz: Use Reporting to Drive Success

Exercise: Reporting in the Delight Stage

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

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

Dashboards and Digital Design

Customizing Your HubSpot Dashboard

Practice Quiz: Creating Custom Reports in HubSpot

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

Weekly Introduction: Reporting with HubSpot Project

Project Overview

Congratulations! Reporting with HubSpot

Career Support Resources

How to Add Your Info to LinkedIn