This course is part of the HubSpot Sales Representative Professional Certificate

Tiphaine Amblard

Offered By

HubSpot Sales Representative Professional CertificateHubSpot Academy

About this Course

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.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

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Includes hands on learning projects.

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Course 4 of 5 in the

HubSpot Sales Representative Professional Certificate

Beginner Level

Learners don't need sales or data analysis experience, but should have basic internet navigation skills and be eager to participate.

Approx. 17 hours to complete

English

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What you will learn

How to audit, clean, and organize your data with HubSpot’s CRM platform
Identify and analyze key metrics for sales effectiveness and customer service success according to your business goals
How to create custom reports on the HubSpot dashboard with compelling data visualizations

Skills you will gain

Data Management
Customer Relationship Management (CRM)
Data Analysis
Sales
Data Visualization (DataViz)

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Coursera Labs

Includes hands on learning projects.

Learn more about Coursera Labs

Course 4 of 5 in the

HubSpot Sales Representative Professional Certificate

Beginner Level

Learners don't need sales or data analysis experience, but should have basic internet navigation skills and be eager to participate.

Approx. 17 hours to complete

English

Could your company benefit from training employees on in-demand skills?

Try Coursera for Business

Instructor

Tiphaine Amblard

3,513 Learners

2 Courses

Offered by

HubSpot Academy

HubSpot Academy is the worldwide leader in inbound marketing, sales, and customer service/success education. Since 2012, HubSpot Academy has been on a mission to transform the way people and companies grow, offering online training for the digital age: courses, projects, certifications, and software training.

Now, HubSpot Academy's Inbound Certification has become the official badge of the inbound movement, with over 60,000 awarded annually. The online courses developed by Academy’s students and teachers are translated into four languages, and the award-winning certifications are completed by hundreds of people each day all over the world. As HubSpot’s (NYSE: HUBS) official learning resource, HubSpot Academy aims to educate and inspire people everywhere, helping them learn how to market, sell, and grow an inbound business. Learn more at http://academy.hubspot.com/.

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Syllabus - What you will learn from this course

Week1

Week 1

5 hours to complete

Data-Driven Business Foundation

In the first week you will learn the importance of using data to drive your decision making and goals for your business. You’ll be introduced to the concept of the Golden Circle Framework for defining your business purpose as well as how to fulfill your purpose with a SWOT analysis. You’ll also learn how to set SMART goals. In the second lesson you’ll learn how to use HubSpot CRM to organize your data into records and create custom contact properties.

5 hours to complete

12 videos (Total 82 min), 4 readings, 5 quizzes

12 videos

Introduction to the Program5mCourse Introduction Video3mCareers in Sales and Customer Relationship Management5mWeekly Introduction: Fundamentals of a Data-Driven Business57sA Case for Data-Driven Decision-Making11mUsing Data to Define Your Purpose in Business11mData-Driven Goal Setting for Your Business9mUnpacking CRMs and Object Data9mPreparing Your CRM for Reporting11mHow to Create Custom Contact Properties in HubSpot1mAuditing and Cleaning Your Data in HubSpot11mWeekly Review: Data-Driven Business Foundation52s

4 readings

Course Syllabus10mHow to Be Successful in this Course20mSummary of Techniques and Frameworks to Use for Data-Driven Goal Setting30mTailoring the Customer Experience as a Harley-Davidson Dealership20m

5 practice exercises

Practice Quiz: Fundamentals of a Data-Driven Business15mExercise: Create a Custom Property in HubSpot30mPractice Quiz: Managing Your Business Data in HubSpot15mGraded Quiz: Data-Driven Business Foundation30mExercise: Data-Driven Decision-Making30m

Week2

Week 2

7 hours to complete

Use Reporting to Drive Success

7 hours to complete

8 videos (Total 56 min), 12 readings, 7 quizzes

8 videos

Weekly Introduction: Use Reporting to Drive Success1mUsing Data in the Attract Stage: Hypothesis and A/B Testing8mUsing Data in the Attract Stage: Use Experiments to Familiarize Yourself with Your Audience10mHubSpot Customer Spotlight: New Breed Marketing3mEngage Stage Metrics to Consider10mForecasting and Analytics in Sales Hub6mData-Driven Decision Making in Customer Service14mWeekly Review: Use Reporting to Drive Success1m

12 readings

The Inbound Methodology – Attract, Engage, and Delight20mThe Complete A/B Testing Kit10mMarketing Metrics to Know in HubSpot20mUnderstanding the Basics of UTM Parameters15mUsing Marketing Hub to Evaluate Attract Stage Data10mLagging and Leading Indicators Review10mAnalyzing Your Sales Content10mHow HubSpot Helped CancerIQ Adapt and Scale Its Business15mThe Customer Service Metrics Calculator10mAnalyzing Your Knowledge Base10mAnalyzing Your Service Team Productivity30mHubSpot Customer Spotlight: Santa Cruz Bicycles15m

7 practice exercises

Practice Quiz: Driving Growth with Attract Stage Reporting15mExercise: Reporting in the Attract Stage30mPractice Quiz: Unlocking the Power of Engage Stage Reporting20mExercise: Reporting in the Engage Stage30mPractice Quiz: Creating Momentum with Delight Stage Reporting15mGraded Quiz: Use Reporting to Drive Success30mExercise: Reporting in the Delight Stage30m

Week3

Week 3

4 hours to complete

Dashboards and Custom Reports

4 hours to complete

13 videos (Total 62 min), 2 readings, 6 quizzes

13 videos

Weekly Introduction: Dashboards and Custom Reports53sData Considerations Before Building Custom Reports3mSteps to Creating a Custom Report in HubSpot: The Importance of a Good Research Question5mSteps to Creating a Custom Report in HubSpot: Using Data Sources5mSteps to Creating a Custom Report in HubSpot: Example UI Walkthrough of Building a Custom Report in HubSpot3mSteps to Creating a Custom Report in HubSpot: UI Walkthrough: The Importance of Filters3mSteps to Creating a Custom Report in HubSpot: UI Walkthrough: Build a Custom Report that Contains Object and Event Data2mSteps to Creating a Custom Report in HubSpot: UI Walkthrough: Using Sales Data in Custom Reports7mBest Practices for Data Visualization12mThe Basics of Dashboard Design9mDesigning Visually Compelling Dashboards in HubSpot7mResizing Reports on Your HubSpot Dashboard56sWeekly Review: Dashboards and Custom Reports35s

2 readings

Dashboards and Digital Design20mCustomizing Your HubSpot Dashboard15m

6 practice exercises

Practice Quiz: Creating Custom Reports in HubSpot15mPractice Quiz: Designing Compelling HubSpot Dashboards15mExercise: Explore the Dashboard Library30mExercise: Dashboard Design30mExercise: Resize and Move a Report on Your HubSpot Dashboard30mGraded Quiz: Dashboards and Custom Reports30m

Week4

Week 4

2 hours to complete

Reporting with Hubspot: Application

2 hours to complete

3 videos (Total 2 min), 2 readings, 1 quiz

About the HubSpot Sales Representative Professional Certificate

Whether you're completely new to sales and looking to start a new career, or you want to grow in your current sales role, this five-course career training program from the inbound sales experts at HubSpot can help you reach your career goals.

You’ll start by learning the basics of sales enablement and how sales and marketing teams can collaborate to create and keep relationships with their targeted buyers. You’ll develop data-driven sales goals and influential content to enable you to achieve those goals. The skills you get through the program will teach you the fundamental skills employers are looking for when hiring for entry level sales roles, including how to generate, connect with, and manage leads. You’ll learn to analyze the effectiveness of your sales tactics and the success of your customer service with data and reporting using HubSpot’s CRM software. This program will prepare you for your next role with hands-on projects that will apply your new skills, and you’ll create a portfolio to present to potential employers when interviewing for your next role. You’ll get real experience with HubSpot’s CRM Software and learn sales best practices. You’ll earn a Professional Certificate when you graduate, and you’ll also be able to take the free HubSpot certification exams throughout the program, to help your resume stand out. Start preparing for a new career in sales or customer relationship management. Enroll today!

Frequently Asked Questions

When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

More questions? Visit the Learner Help Center.

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Sales Reporting with HubSpot

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