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.

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Instructs learners on setting data-driven business goals, a highly relevant skill for career advancement in sales

Guides learners through organizing and cleaning data within HubSpot's CRM, building a strong foundation in data management

Prepares learners for analyzing data on sales and customer service success within the stages of the Inbound Methodology, an industry-recognized framework for sales and marketing

Covers key customer service success metrics, helping learners measure and improve the effectiveness of their customer service efforts

Develops skills in creating visually compelling dashboards in HubSpot, enabling learners to effectively present data insights

Teaches learners how to use data in reporting and dashboards, enhancing their ability to communicate data-driven insights

Career center

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

Data Analyst

Data Analysts are responsible for gathering, cleaning, and organizing data to help businesses make better decisions. This course will teach you how to do all of these things using HubSpot's CRM, which is a powerful tool for data analysis. By taking this course, you will gain the skills you need to become a successful Data Analyst.

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Marketing Analyst

Marketing Analysts use data to understand how marketing campaigns are performing and to identify opportunities for improvement. This course will teach you how to use HubSpot's dashboards to create custom reports that can help you track the success of your marketing campaigns. By taking this course, you will gain the skills you need to become a successful Marketing Analyst.

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Sales Operations Analyst

Sales Operations Analysts use data to improve the efficiency of sales processes. This course will teach you how to use HubSpot's Sales Hub tools to automate tasks, track sales performance, and forecast future sales. By taking this course, you will gain the skills you need to become a successful Sales Operations Analyst.

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Customer Success Manager

Customer Success Managers help customers get the most value out of their products or services. This course will teach you how to use HubSpot's CRM to track customer interactions, identify customer needs, and resolve customer issues. By taking this course, you will gain the skills you need to become a successful Customer Success Manager.

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Sales Representative

Sales Representatives are responsible for selling products or services to customers. This course will teach you how to use HubSpot's Sales Hub tools to manage your sales pipeline, track customer interactions, and close deals. By taking this course, you will gain the skills you need to become a successful Sales Representative.

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Business Analyst

Business Analysts use data to identify and solve business problems. This course will teach you how to use HubSpot's CRM to gather data, analyze data, and make recommendations for improvement. By taking this course, you will gain the skills you need to become a successful Business Analyst.

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Project Manager

Project Managers are responsible for planning, executing, and closing projects. This course will teach you how to use HubSpot's CRM to manage projects, track progress, and communicate with stakeholders. By taking this course, you will gain the skills you need to become a successful Project Manager.

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Market Researcher

Market Researchers use data to understand customer needs and trends. This course will teach you how to use HubSpot's CRM to conduct surveys, analyze data, and make recommendations for product development or marketing campaigns. By taking this course, you will gain the skills you need to become a successful Market Researcher.

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Data Scientist

Data Scientists use data to build predictive models and solve complex problems. This course will teach you how to use HubSpot's CRM to gather data, clean data, and build models. By taking this course, you will gain the skills you need to become a successful Data Scientist.

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Financial Analyst

Financial Analysts use data to analyze financial performance and make investment recommendations. This course will teach you how to use HubSpot's CRM to track financial data, analyze trends, and make recommendations for improvement. By taking this course, you will gain the skills you need to become a successful Financial Analyst.

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Operations Manager

Operations Managers are responsible for planning, executing, and controlling the operations of a business. This course will teach you how to use HubSpot's CRM to manage operations, track progress, and communicate with stakeholders. By taking this course, you will gain the skills you need to become a successful Operations Manager.

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Product Manager

Product Managers are responsible for planning, developing, and launching products. This course will teach you how to use HubSpot's CRM to manage product development, track progress, and communicate with stakeholders. By taking this course, you will gain the skills you need to become a successful Product Manager.

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Human Resources Manager

Human Resources Managers are responsible for managing the human resources of a business. This course will teach you how to use HubSpot's CRM to manage employee data, track performance, and communicate with employees. By taking this course, you will gain the skills you need to become a successful Human Resources Manager.

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Consultant

Consultants provide advice and guidance to businesses on a variety of topics. This course will teach you how to use HubSpot's CRM to manage client relationships, track progress, and communicate with clients. By taking this course, you will gain the skills you need to become a successful Consultant.

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Entrepreneur

Entrepreneurs start and run their own businesses. This course will teach you how to use HubSpot's CRM to manage your business, track progress, and communicate with customers. By taking this course, you will gain the skills you need to become a successful Entrepreneur.

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Sales Reporting with HubSpot

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