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HubSpot report template for Looker Studio by Porter

Get the actual HubSpot on Looker Studio template used by Porter to monitor B2B performance.
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Meet the creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.
Sales Hubspot Dashboard

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their B2B performance

HubSpot report template overview

With this HubSpot report template, monitor specific metrics such as lead conversion rates, sales pipeline stages, customer acquisition cost, deal closure rates, and revenue growth. Segment data by industry, company size, sales region, and lead source to gain insights into your B2B sales performance. Share the report through a link, PDF, or email to influence your team or customers. Answer questions such as: How are lead conversion rates trending over time? Which sales pipeline stages have the highest drop-off rates? What is the average customer acquisition cost by industry? How does deal closure rate vary by sales region? What are the key revenue growth drivers in different market segments?

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Sales

– Conversion rate – Cost per conversion – Return on investment (ROI)

Pipeline

– Conversion rate – Average deal size – Sales cycle length

Contacts

– Number of CRM contacts – Conversion rate of CRM contacts – Average revenue per CRM contacts

Dimensions

Campaign

– Target audience – Campaign objectives – Messaging strategy

Audience

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Goals​

Data blending

FAQs

A HubSpot report should include breaking down metrics by visibility, engagement, and conversion metrics. This can be achieved by segmenting data based on campaign, channel, audience, content, objective, and date. For example, visibility metrics could include impressions and reach, engagement metrics could include clicks and likes, and conversion metrics could include lead generation and sales. By organizing and analyzing data in this way, the report provides valuable insights into the performance of different marketing efforts.
To build a HubSpot dashboard, 1) connect your HubSpot data and accounts. 2) Choose metrics such as website traffic, lead generation, or sales performance to monitor. 3) Segment your data by campaign, channel, audience, product, customer content, objective, or date for detailed analysis. For instance, you can break down data by a specific email campaign or a particular product. 4) Add filters or buttons like ‘date range’ or ‘region’ to make your report interactive. 5) Finally, share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.
Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps: Before downloading your report choose the date range you want to visualize on your report. Click on the “File” menu at the top left corner of the screen. Select “Download as” from the drop-down menu and choose “PDF.” You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report. Click on “Download” to save the report on your device.

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