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Basic Marketing Performance Reporting

Track key marketing metrics like email performance and ROI with HubSpot reports to refine strategies and improve your campaigns.

Description

Understanding the impact of your marketing efforts is crucial for refining strategies and allocating resources. This milestone establishes basic performance reports in HubSpot, tracking metrics like email performance, landing page conversions, and campaign ROI. By centralizing your data, you’ll gain insights into what’s working and where to improve.

Process Summary

  1. Define Metrics: Collaborate to identify key metrics to track, such as email open rates, form submissions, and website visits.
  2. Report Creation: Build simple reports in HubSpot to visualize performance data.
  3. Dashboard Configuration: Create a centralized dashboard to house all marketing reports.
  4. Testing and Refinement: Test the reports for accuracy and usability, refining as needed.
  5. Training: Train your team on how to access and interpret the reports.

Requirements

  • Input on key performance indicators (KPIs) to track.
  • Collaboration to define reporting goals and formats.
  • Feedback during testing to ensure reports meet your needs.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • A clear view of marketing performance metrics in one place.
  • Improved decision-making through actionable data insights.
  • Simplified reporting process saves time and effort.

 

Milestone Overview

We organize our HubSpot implementation projects into objectives-based milestones. This is a high-level overview of how we'd approach this milestone. Learn what it means, how the process goes, what we'll need from you and what you can expect when it's completed.