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HubSpot report template for Looker Studio

Get the actual HubSpot report template used by Porter to monitor your B2B performance.
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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 Google Looker Studio template, you can monitor specific metrics related to the topic of HubSpot performance. Track metrics like conversion rates, website traffic, and email click-through rates. Segment the data by channels, campaigns, or customer segments. Share insights with teams or clients through pdf, link, or email. Influence decisions with actionable data. Answer questions like, “Which marketing channel generates the highest conversion rate?” or “How does email engagement impact overall performance?” Gain valuable insights with this powerful dashboard.

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

– Demographic breakdown
– Psychographic breakdown
– Behavioral breakdown

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

Interactive

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 analyze HubSpot data, 1) choose visibility metrics such as website traffic, social media impressions, and email open rates. Engagement metrics could include social media likes, comments, and blog post shares. Conversion metrics might involve lead generation via landing page submissions and sales generated. 2) Add context by comparing against cost per lead, date range performance, goal achievement rates, and industry benchmarks. For example, compare email open rates against the average industry open rate to assess performance. 3) Segment data by campaign (e.g., comparing different marketing campaigns), channel (e.g., analyzing website vs. social media performance), audience (e.g., comparing performance for different target personas), content (e.g., analyzing blog post performance), objective (e.g., comparing lead generation performance for different objectives), and date (e.g., comparing performance over different time periods).
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.

A HubSpot dashboard is a customizable tool that visually presents data related to marketing, sales, or service activities, helping businesses track performance and make informed decisions. It is significant as it provides real-time data monitoring, which is crucial for timely decision-making and strategy adjustments. Key elements typically included are metrics, charts, and reports, and tools like Looker Studio can be used to create such dashboards. For a detailed guide on creating a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

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.