HubSpot Academy

Sales Reporting with HubSpot

Tiphaine Amblard

Instructor: Tiphaine Amblard

Course

Gain insight into a topic and learn the fundamentals

Beginner level

Recommended experience

17 hours (approximately)
Flexible schedule
Learn at your own pace

What you'll 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

Details to know

Earn a career certificate

Add to your LinkedIn profile

Assessments

18 quizzes

Taught in English

Course

Gain insight into a topic and learn the fundamentals

Beginner level

Recommended experience

17 hours (approximately)
Flexible schedule
Learn at your own pace

See how employees at top companies are mastering in-demand skills

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Build your subject-matter expertise

This course is part of the Strategic Customer Relationship Management & Sales Technique Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate
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Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

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There are 4 modules in this course

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.

What's included

12 videos4 readings5 quizzes2 discussion prompts

This week you will explore the attract, engage, and delight stages of lead management. You’ll learn key metrics to ensure your marketing content is attracting your target persona. You’ll also learn how to analyze your sales data and customer service success metrics to evaluate the success of your product.

What's included

8 videos12 readings7 quizzes

This week is a deep dive into creating custom reports and compelling dashboards in HubSpot. You’ll learn how to engage with HubSpot’s tools to organize and display all the data you’ve collected. You’ll learn how to use HubSpot to create visually appealing dashboards and reports that will help you communicate your findings effectively.

What's included

13 videos2 readings6 quizzes

The focus in the final week is the application of your new knowledge with your course project in which you will combine all the exercises you have completed throughout the course and submit them for peer review.

What's included

3 videos2 readings1 peer review

Instructor

Tiphaine Amblard
HubSpot Academy
8 Courses7,288 learners

Offered by

HubSpot Academy

Recommended if you're interested in Business Essentials

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