Sales Reporting with HubSpot from Coursera

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.

What's inside

Syllabus

Data-Driven Business Foundation

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.

Use Reporting to Drive Success

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.

Dashboards and Custom Reports

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.

Reporting with Hubspot: Application

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.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Builds a strong foundation for beginners in leveraging HubSpot for reporting on sales

Provides a strong foundation for sales representatives who want to hone their skills in reporting and leveraging HubSpot dashboards

Develops skills for using HubSpot's tools, including Sales Hub, for analyzing data on sales and customer service success

Develops skills for identifying and using key metrics in data analysis

May be a good fit for those who want to transition into a sales career

Career center

Learners who complete Sales Reporting with HubSpot will develop knowledge and skills that may be useful to these careers:

Sales Analyst

You may find this course helpful on your path toward becoming a Sales Analyst, where you will play a crucial role in understanding the performance of the sales team and identifying areas for optimization. This course with HubSpot can provide you with a comprehension of the HubSpot dashboard and tools used to generate sales reports and create visualizations, which are key skills for Sales Analysts. Sales Analysts leverage data to extract insights that can enhance the sales process, and this course is designed to teach you how to identify key sales metrics and build custom reports that can inform strategic decision-making.

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Sales Manager

This course will be useful in a Sales Manager position, where you'll be responsible for leading and motivating your team to achieve sales targets and drive business growth. The HubSpot tools and reporting techniques taught in this course are industry-standard and will enhance your ability to track and measure sales performance, identify trends, and forecast future outcomes. By enhancing your data-driven decision-making skills, you'll be better equipped to implement effective sales strategies and guide your team toward success.

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Sales Representative

As a Sales Representative, you will be responsible for generating leads, building relationships with customers, and closing deals. HubSpot is a powerful tool for managing the sales pipeline, and this course provides valuable training on how to use it effectively. You'll learn how to track your progress, identify opportunities, and close deals faster. This course may also aid you in improving your sales techniques and communication skills, which are essential for success in the field.

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Business Analyst

This course may prove beneficial if you are interested in becoming a Business Analyst. The data-driven approach taught in this course aligns with the Business Analyst role's focus on using data to improve business processes and decision-making. By learning how to define goals, collect and analyze data, and create visualizations, you can develop the skills necessary to identify areas for improvement and drive positive change within an organization.

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Marketing Manager

For a Marketing Manager, this course serves as an asset as you navigate the task of developing and executing marketing campaigns that align with the company's overall goals. The course's emphasis on data-driven decision-making and reporting will provide you with valuable insights into campaign performance, allowing you to optimize your strategies and demonstrate the impact of your efforts.

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Data Analyst

If you aspire to become a Data Analyst, this course can equip you with a solid foundation. The course emphasizes the collection, analysis, and interpretation of data, providing you with the skills to extract meaningful insights from raw data. You'll learn about data cleaning and organization, as well as how to use statistical techniques and visualization tools to present your findings effectively.

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Customer Success Manager

This course will be useful in the role of a Customer Success Manager, where you will play a crucial role in ensuring customer satisfaction and maximizing customer retention. The course's focus on customer service success metrics and data-driven analysis will help you understand customer needs, identify pain points, and develop effective strategies to enhance the customer experience. Additionally, you'll gain insights into using HubSpot's tools for tracking and reporting on customer interactions, enabling you to measure and improve the effectiveness of your strategies.

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Product Manager

If you are interested in becoming a Product Manager, this course can provide a solid foundation. The course's emphasis on data-driven decision-making and reporting will help you understand customer needs, identify product gaps, and prioritize product development efforts. You'll learn about using HubSpot's tools for collecting and analyzing customer feedback, as well as how to use this data to inform product strategy.

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Data Scientist

This course may be helpful if you aspire to become a Data Scientist. The course's emphasis on data cleaning, analysis, and visualization will provide you with a solid foundation in data science techniques. You'll learn about statistical modeling, machine learning, and data mining, all of which are essential skills for Data Scientists. Furthermore, the course's focus on using HubSpot's tools for data management and reporting will give you hands-on experience with industry-standard software.

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Marketing Analyst

The skills you gain from this course will be an asset in the role of a Marketing Analyst, where you will be responsible for analyzing marketing data and providing insights to improve campaign performance. The course's focus on data-driven decision-making and reporting will help you understand marketing metrics, identify trends, and develop effective strategies to optimize marketing efforts. You'll learn about using HubSpot's tools for tracking and analyzing campaign data, as well as how to use this data to inform marketing decisions.

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Software Engineer

If you are interested in becoming a Software Engineer, this course may be helpful as it provides a foundation in data analysis and reporting. The course's emphasis on using HubSpot's tools for data management and reporting will give you hands-on experience with industry-standard software. You'll learn about data modeling, data visualization, and software development principles, all of which are essential skills for Software Engineers.

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Financial Analyst

This course may be useful if you aspire to become a Financial Analyst. The course's emphasis on data analysis and reporting will provide you with a solid foundation in financial modeling and analysis techniques. You'll learn about financial statement analysis, valuation methods, and risk assessment, all of which are essential skills for Financial Analysts. Furthermore, the course's focus on using HubSpot's tools for data management and reporting will give you hands-on experience with industry-standard software.

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Operations Manager

This course may prove beneficial if you are interested in becoming an Operations Manager. The course's emphasis on data-driven decision-making and reporting will provide you with valuable insights into operational efficiency and performance. You'll learn about process improvement, data analysis, and performance management, all of which are essential skills for Operations Managers. Furthermore, the course's focus on using HubSpot's tools for data management and reporting will give you hands-on experience with industry-standard software.

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Business Development Manager

This course may be helpful in the role of a Business Development Manager, where you will be responsible for identifying and developing new business opportunities. The course's emphasis on data-driven decision-making and reporting will provide you with valuable insights into market trends and customer needs. You'll learn about market research, competitive analysis, and sales forecasting, all of which are essential skills for Business Development Managers.

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Project Manager

The skills you gain from this course may be useful in the role of a Project Manager, where you will be responsible for planning and executing projects. The course's emphasis on data-driven decision-making and reporting will provide you with valuable insights into project performance and resource allocation. You'll learn about project planning, risk management, and stakeholder management, all of which are essential skills for Project Managers.

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Sales Reporting with HubSpot

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