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The Ultimate Guide to HubSpot Templates and Automated Sales & Marketing Reporting

Stephanie Lehuger
Stephanie Lehuger
May 3, 2021 · 3 min read
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HubSpot sales and marketing reporting helps businesses make data-driven decisions that boost revenue. Read on to learn about key HubSpot templates and how to take your reporting to the next level.

Sales and marketing reporting is essential to the success of any business, from the smallest startup to the largest corporation. At a high level, it demonstrates which initiatives are driving value, identifies actionable ways for you to improve, and measures your progress toward your goals. When leveraged effectively, sales and marketing reports enable you to assess the metrics that are most important to your teams — including traffic, engagement, and conversion metrics — in a visual format that’s easy to interpret.


Many marketing and sales teams rely on HubSpot as their customer relationship management (CRM) platform. HubSpot’s built-in reporting features include free templates for reports and a variety of dashboards. In this piece, we’ll take a closer look at where HubSpot reporting succeeds, some of its limitations, and how a third-party HubSpot reporting tool like Actiondesk can mitigate these limitations. Specifically, we’ll address:


  1. HubSpot’s out-of-the-box reporting functionalities
  2. The top HubSpot dashboard templates
  3. The limitations of HubSpot reporting and HubSpot templates
  4. Automating your HubSpot reporting with Actiondesk


HubSpot’s out-of-the-box reporting functionalities


HubSpot offers a number of reports and dashboards for sales and marketing right out of the box. Its default reports provide readable summaries of data to help you better understand how you’re performing in various areas. You can set these reports to appear in your HubSpot dashboard, which is the first thing you see when you log into your account.


There are many benefits to reporting on your HubSpot data. First and foremost, doing so empowers you to follow the end-to-end experience of your prospects and customers and to understand how your sales and marketing strategies are performing.


The top HubSpot dashboard templates


HubSpot offers many dashboard templates. That’s great, but it can also make it hard to know where to start your reporting. That’s why we did the heavy lifting for you, zeroing in on our three favorite HubSpot templates, all of which are both useful and user-friendly:


Sales Dashboard


The HubSpot sales dashboard template delivers quick views and clear graphics that show you what’s going well on the sales front and where you may need to make changes to improve your overall performance. Once you set up the dashboard, it’ll automatically update to show your latest sales data, including snapshots of key sales objectives and metrics like daily and monthly sales. This information can help you track your team’s performance with greater precision and accuracy, leading to a more efficient sales team, more closed deals, and more revenue.


Sales Lead Tracking Dashboard


The HubSpot sales lead tracking template is a useful tool for storing and organizing all your prospects by sales stage and follow-up date. Simply input your business’ four main sales stages and enter new deals as they occur. As long as you keep the data in each of your deals up to date, your dashboard can give you insight into where, exactly, your deals are lost and won, your deal size by stage, and more.


Marketing Dashboard


The HubSpot marketing dashboard template helps you track the effectiveness of your marketing campaigns. It offers a visual representation of data about your marketing calendar, including your spending and activities on website, email, and social media marketing. It also tracks your sales by platform. These insights can help you ensure you’re putting your marketing dollars where they matter most.


The limitations of HubSpot reporting and HubSpot templates


While HubSpot’s built-in reporting has its benefits, it also has a number of limitations. For example, you can only use data that’s already in HubSpot — you can’t bring in data from any other sales and marketing tools you may be using. In fact, you can’t even combine data from multiple HubSpot portals into a single report or dashboard.


Additionally, it can be difficult to analyze your data in the same depth that you could if you built a report in a spreadsheet. HubSpot is also quite limited when it comes to the visualization and customization of reports. If the included reports don’t meet your needs, you’re going to have to build your own reports in Google Sheets or Excel using exported CSVs and lots of copying and pasting. That process is at best painstaking, and at worst overwhelming and error-ridden.


Automating your HubSpot reporting with Actiondesk


If you really want to understand your HubSpot data and use it to improve your sales and marketing performance, you need to get serious about your HubSpot reporting. That means going beyond what’s available in the CRM platform with a HubSpot integration that helps you eliminate tedious manual tasks and dig deeper into your data. If you’re looking to make the most of your HubSpot data, you need to adopt a user-friendly third-party HubSpot reporting tool that’ll let you transform your data into real business value. Actiondesk is that tool.


Actiondesk is an automated reporting solution that combines the power of a BI tool with the flexibility of a spreadsheet. With its one-click reports, Actiondesk makes it easy to import your data from HubSpot and set up highly customized automated sales and marketing dashboards and reports. Actiondesk also lets you analyze data from platforms including Airtable, Intercom, Salesforce, SQL, and Stripe right alongside your HubSpot data. What’s more, your data in Actiondesk will update automatically as your data changes in HubSpot. That means that once you set up your Actiondesk reports and dashboards, they'll always remain live, giving you access to real-time reporting at its finest!


Actiondesk provides many HubSpot reporting templates to help you list and explore all your deals, perform conversion rate analysis, visualize all your open deals, create a fully automated sales rep dashboard, and more. You’re also free to create custom reports that are tailored to your unique needs using only your spreadsheet skills — no coding or engineering time required.


Try Actiondesk for free today to discover how the solution can take your HubSpot reporting to the next level!

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