HubSpot Reporting Dashboards How-To | Weidert Group | Digital Noch

Knowledge is king when assessing your gross sales funnel and progress towards attaining what you are promoting development targets. And with instruments like HubSpot reporting dashboards, entrepreneurs and gross sales managers can have all the info your coronary heart needs.

Limitless information entry is nice. Nevertheless it may also be overwhelming. Advertising and gross sales managers usually want to use a number of filters throughout completely different reviews, which may be time-consuming. Plus, it may be a problem to navigate by means of all of the HubSpot dashboard filter choices. 

This tutorial will enable you extra effectively entry advanced information units in HubSpot through the use of pinned and grouped filters. 

The right way to Use Pinned Filters for Environment friendly Reporting: Video Transcript

Hey, it is Matt from Weidert Group. Right this moment I’ll be doing a deep dive utilizing pinned filters in HubSpot for extra environment friendly reporting. Now, HubSpot lets you not solely pin your favourite filters but additionally group them collectively. This can be a sport changer for gross sales managers who must handle and analyze advanced information units, with out the limitation of simply 5 filters.

Right this moment, I will present you ways the brand new group filters function works and the way it can considerably increase your productiveness and decision-making capabilities. Let’s get began. 

You will see right here I’ve this dashboard constructed out for a shopper. Every report on this makes use of a special date vary filter.

Beforehand you would need to set the date vary on every single report, and it could be completely different. However one other asset they wished was to parse this information out by firm identify. So I’ll present you ways to try this immediately. 

  • Go into the higher left-hand nook the place it says “Fast filters” 
  • Click on Date vary > Add

It’ll accumulate all the completely different date vary properties and group them collectively routinely. That is a pleasant new function. Subsequent… 

  • Go to “Superior filters” 
  • Click on Fast filters > Add fast filters
  • Search “Firm identify”
  • Click on that after which hit “Add” 

advanced quick filters in hubspot

You might be good to go. 

Now I’ll present you ways the date vary works. For instance:

  • Choose “Final quarter”
  • Hit “Apply” 

Now you will notice that each single report is affected by that final quarter time-frame. If I click on the little “I” subsequent to “Dashboard filters are utilized to this report,” you may see that SM 101 Session 8 type completion date is Final quarter.

Simply to point out you ways the completely different date vary properties work on every report, this one is keying off of “SM 101 Session 1.” Each single report on this dashboard makes use of a special date vary property. It is a very nice function that HubSpot added to group all of them collectively.

Subsequent, if I click on Contacts Firm identify  > Accommodates any of and search a selected firm identify and hit “Apply,” it retains the date vary of final quarter. And it is also displaying me solutions from the corporate.

So this dashboard is working, and the pinned and group filters are working. When you want advanced reporting constructed out like this, please be at liberty to contact Weidert Group . We have now an awesome workforce of consultants. I might like to work with you.

Thanks for taking the time and for watching this. Have an awesome day.


Let Weidert Group Assist with HubSpot Onboarding

HubSpot is arguably among the finest advertising and marketing and gross sales platforms on the planet. However with sturdy capabilities come a considerable amount of options that may typically be troublesome to wrap your mind round. The workforce at Weidert Group can assist you determine the reviews you could measure your progress towards enterprise targets, enable you construct them, and present you the right way to use them with our customizable HubSpot Coaching Providers.

Our accredited HubSpot onboarding workforce will enable you get probably the most worth (and higher outcomes) out of your HubSpot funding. Be taught extra about our HubSpot Onboarding Providers and join with us.


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