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Sales Reporting with HubSpot

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Sales Reporting with HubSpot

This course is part of Strategic Customer Relationship Management & Sales Technique Specialization

Instructor: Tiphaine Amblard

Included with

Learn more

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

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

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

18 assignments¹

AI Graded see disclaimer

Taught in English

91% of learners achieved a positive career outcome

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

Learn more about Coursera for Business

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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

There are 4 modules in 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.

Module details

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 assignments2 discussion prompts

12 videosTotal 82 minutes

Introduction to the Program5 minutes
Course Introduction Video4 minutes
Careers in Sales and Customer Relationship Management5 minutes
Weekly Introduction: Fundamentals of a Data-Driven Business1 minute
A Case for Data-Driven Decision-Making11 minutes
Using Data to Define Your Purpose in Business12 minutes
Data-Driven Goal Setting for Your Business10 minutes
Unpacking CRMs and Object Data10 minutes
Preparing Your CRM for Reporting11 minutes
How to Create Custom Contact Properties in HubSpot2 minutes
Auditing and Cleaning Your Data in HubSpot11 minutes
Weekly Review: Data-Driven Business Foundation1 minute

4 readingsTotal 80 minutes

Course Syllabus10 minutes
How to Be Successful in this Course20 minutes
Summary of Techniques and Frameworks to Use for Data-Driven Goal Setting30 minutes
Tailoring the Customer Experience as a Harley-Davidson Dealership20 minutes

5 assignmentsTotal 120 minutes

Practice Quiz: Fundamentals of a Data-Driven Business15 minutes
Exercise: Create a Custom Property in HubSpot30 minutes
Practice Quiz: Managing Your Business Data in HubSpot15 minutes
Exercise: Data-Driven Decision-Making30 minutes
Graded Quiz: Data-Driven Business Foundation30 minutes

2 discussion promptsTotal 20 minutes

Meet and Greet10 minutes
Share a Time from Your Own Experience Where You Made a Data-Driven Decision10 minutes

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 assignments

8 videosTotal 56 minutes

Weekly Introduction: Use Reporting to Drive Success1 minute
Using Data in the Attract Stage: Hypothesis and A/B Testing9 minutes
Using Data in the Attract Stage: Use Experiments to Familiarize Yourself with Your Audience11 minutes
HubSpot Customer Spotlight: New Breed Marketing3 minutes
Engage Stage Metrics to Consider10 minutes
Forecasting and Analytics in Sales Hub7 minutes
Data-Driven Decision Making in Customer Service15 minutes
Weekly Review: Use Reporting to Drive Success1 minute

12 readingsTotal 175 minutes

The Inbound Methodology – Attract, Engage, and Delight20 minutes
The Complete A/B Testing Kit10 minutes
Marketing Metrics to Know in HubSpot20 minutes
Understanding the Basics of UTM Parameters15 minutes
Using Marketing Hub to Evaluate Attract Stage Data10 minutes
Lagging and Leading Indicators Review10 minutes
Analyzing Your Sales Content10 minutes
How HubSpot Helped CancerIQ Adapt and Scale Its Business15 minutes
The Customer Service Metrics Calculator10 minutes
Analyzing Your Knowledge Base10 minutes
Analyzing Your Service Team Productivity30 minutes
HubSpot Customer Spotlight: Santa Cruz Bicycles15 minutes

7 assignmentsTotal 170 minutes

Practice Quiz: Driving Growth with Attract Stage Reporting15 minutes
Exercise: Reporting in the Attract Stage30 minutes
Practice Quiz: Unlocking the Power of Engage Stage Reporting20 minutes
Exercise: Reporting in the Engage Stage30 minutes
Practice Quiz: Creating Momentum with Delight Stage Reporting15 minutes
Exercise: Reporting in the Delight Stage30 minutes
Graded Quiz: Use Reporting to Drive Success30 minutes

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 assignments

13 videosTotal 62 minutes

Weekly Introduction: Dashboards and Custom Reports1 minute
Data Considerations Before Building Custom Reports3 minutes
Steps to Creating a Custom Report in HubSpot: The Importance of a Good Research Question5 minutes
Steps to Creating a Custom Report in HubSpot: Using Data Sources5 minutes
Steps to Creating a Custom Report in HubSpot: Example UI Walkthrough of Building a Custom Report in HubSpot3 minutes
Steps to Creating a Custom Report in HubSpot: UI Walkthrough: The Importance of Filters4 minutes
Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Build a Custom Report that Contains Object and Event Data2 minutes
Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Using Sales Data in Custom Reports7 minutes
Best Practices for Data Visualization12 minutes
The Basics of Dashboard Design10 minutes
Designing Visually Compelling Dashboards in HubSpot7 minutes
Resizing Reports on Your HubSpot Dashboard1 minute
Weekly Review: Dashboards and Custom Reports1 minute

2 readingsTotal 35 minutes

Dashboards and Digital Design20 minutes
Customizing Your HubSpot Dashboard15 minutes

6 assignmentsTotal 150 minutes

Practice Quiz: Creating Custom Reports in HubSpot15 minutes
Practice Quiz: Designing Compelling HubSpot Dashboards15 minutes
Exercise: Explore the Dashboard Library30 minutes
Exercise: Dashboard Design30 minutes
Exercise: Resize and Move a Report on Your HubSpot Dashboard30 minutes
Graded Quiz: Dashboards and Custom Reports30 minutes

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.