A glossary for managing reporting in HubSpot

Understanding the key terms related to HubSpot Reporting is essential for making the most out of your data. Below is a glossary of important terms to help you navigate and interpret your reports with confidence.

A

🔹Activity Report - A summary of your team’s activities, such as calls, emails, meetings, and tasks. It provides insights into how actively your team is engaging with prospects and customers.

🔹Analytics Tools - HubSpot’s suite of tools that allow you to measure and analyse your marketing, sales, and customer service performance. It includes dashboards, reports, and custom metrics.

C

🔹Custom Report - A report that you build to match your unique needs and goals. Custom reports allow you to choose specific data points, filters, and visualisations to track your metrics in the way that works best for your team.

🔹Custom Report Builder - A tool within HubSpot that lets you create custom reports by selecting specific data, properties, filters, and visualisation types to tailor the report to your needs.

D

🔹Dashboard - A collection of reports, visualisations, and key metrics that give you an overview of your performance. Dashboards are customisable and help you track business goals at a glance.

🔹Data Filters - These are criteria that help you refine your reports by excluding or including certain information, such as specific contacts, deal stages, lifecycle stages, or activities. Filters help you zoom in on the data that matters most to you.

🔹Deal Forecast Report - A report that predicts future revenue based on the current state of your sales pipeline and deals. It helps you anticipate growth and set realistic sales goals.

🔹 Date Range - The time period over which a report pulls data. You can define the date range to see how your performance looks over different time periods, such as “This Month,” “Last 30 Days,” or a custom range.

🔹Dataset - A collection of related data that is used to create a report. A dataset pulls together the specific data you want to analyse, such as contact properties, deal stages, or activities, and is used as the foundation for generating reports.

🔹Data Quality Command Centre - A tool that allows you to monitor the quality of your data in HubSpot. It helps you identify and address any issues, ensuring your data is clean, accurate, and up-to-date for better reporting and decision-making.

F

🔹Funnel Report - A visual representation of how leads or deals move through the sales pipeline. It shows where prospects drop off, helping you identify areas to improve your sales process and conversion rates.

G

🔹Goal - A target or objective set within HubSpot to track specific outcomes, such as revenue or the number of deals closed. Goals help you measure progress and ensure your team is aligned with business objectives.

O

🔹Original Source - The first place a contact interacted with your business, such as a blog post, paid ad, or email. Understanding the original source helps you track where your leads are coming from and optimise your marketing strategy accordingly.

P

🔹Pre-built Report - A report created by HubSpot that is ready to use with no custom setup. These reports cover common use cases, like deal performance or website analytics, and can be accessed out of the box.

R

🔹Report - A summary or visual representation of data, often presented with charts or tables, that provides insights into specific metrics like sales performance, revenue, or website traffic.

🔹Report Library - A central hub in HubSpot where you can access all your pre-built and custom reports. The report library allows you to easily find and view the reports that are important to your business, all in one place.

🔹Revenue Report - A report that tracks the total revenue generated within a specific time frame, helping you measure sales growth, profitability, and the impact of your sales efforts.

🔹Revenue Attribution Report - A report that shows which marketing, sales, or service activities contributed to closed deals and revenue. It helps you understand which efforts are driving growth.

S

🔹Sales Performance Report - A report that tracks individual or team activities, such as calls, emails, and meetings, and measures the impact of those actions on overall sales success.

🔹Session - A period of time during which a user interacts with your website or platform. A session is usually measured from the moment a user arrives until they leave, and it’s used to track website engagement and user behaviour.

T

🔹Team Productivity Report - A report that compares sales reps or teams based on their performance, such as the number of deals closed or sales activities completed. This report helps you measure individual and team efficiency.

W

🔹Win/Loss Report - A report that tracks the percentage of deals won versus lost. It includes reasons why deals were lost, providing insights into how to refine sales strategies.