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HubSpot Reporting Dashboards How-To | Weidert Group

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HubSpot Reporting Dashboards How-To | Weidert Group

Knowledge is king when assessing your gross sales funnel and progress towards attaining your small business development objectives. And with instruments like HubSpot reporting dashboards, entrepreneurs and gross sales managers can have all the information your coronary heart needs.

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

This tutorial will make it easier to extra effectively entry complicated knowledge units in HubSpot by utilizing pinned and grouped filters.

Table of Contents

How one can Use Pinned Filters for Environment friendly Reporting: Video Transcript

Hey, it is Matt from Weidert Group. At the moment I will 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. It is a recreation changer for gross sales managers who must handle and analyze complicated knowledge units, with out the limitation of simply 5 filters.

At the 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 consumer. 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 knowledge out by firm title. So I will 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 may gather the entire completely different date vary properties and group them collectively mechanically. That is a pleasant new function. Subsequent…

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

advanced quick filters in hubspot

You might be good to go.

Now I will 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 timeframe. If I click on the little “I” subsequent to “Dashboard filters are utilized to this report,” you will see that SM 101 Session 8 kind completion date is Final quarter.

LEARN MORE WITH HUBSPOT: HubSpot How-To Video: Merge Duplicate Contact Information Utilizing Ops Hub

Simply to indicate 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 title > Comprises any of and search a selected firm title 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. If you happen to want complicated reporting constructed out like this, please be at liberty to contact Weidert Group . We now have an incredible crew of specialists. I might like to work with you.

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

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HubSpot is arguably top-of-the-line advertising and marketing and gross sales platforms on the planet. However with strong capabilities come a considerable amount of options that may typically be tough to wrap your mind round. The crew at Weidert Group may also help you determine the experiences it’s essential to measure your progress towards enterprise objectives, make it easier to construct them, and present you find out how to use them with our customizable HubSpot Coaching Companies.

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HubSpot Reporting Dashboards How-To | Weidert Group

How one can Use Pinned Filters for Environment friendly Reporting: Video Transcript

Let Weidert Group Assist with HubSpot Onboarding

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How one can Use Pinned Filters for Environment friendly Reporting: Video Transcript

Let Weidert Group Assist with HubSpot Onboarding

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