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Data & Reporting

Turn data into decisions. Reporting dashboards, analytics strategies, and KPI frameworks for marketing and sales teams.

69 articles

Why Your HubSpot Success Starts With Clean Data: A Practical Guide

Why Your HubSpot Success Starts With Clean Data: A Practical Guide

Learn why data hygiene matters for your HubSpot success. Get practical tips to clean and maintain your database for better results.

expert-interviewscrm-setupData & Reporting

March 22, 2026

How To Measure Sales Enablement Success With The Right Metrics

How To Measure Sales Enablement Success With The Right Metrics

Learn how to track, measure, and analyze sales enablement efforts. Set KPIs that drive real results and continuous improvement.

Sales EnablementSales HubData & Reporting

March 14, 2026

HubSpot Updates: Clean Data, Surveys, Duplicates, More

HubSpot Updates: Clean Data, Surveys, Duplicates, More

Discover the latest HubSpot updates on data formatting, email surveys, and managing duplicates to keep your CRM clean and efficient.

HubSpot CRMAutomation & WorkflowsData & Reporting

March 1, 2026

HubSpot Updates 2/6/2026: Deal Split Goals, Campaign Automation, and Unsubscribe Links

HubSpot Updates 2/6/2026: Deal Split Goals, Campaign Automation, and Unsubscribe Links

Discover the latest HubSpot updates for February 6, 2026, covering deal split reporting, enhanced campaign automation in workflows, and configurable email

HubSpot CRMSales HubMarketing Hub

February 23, 2026

HubSpot Updates 2/24/2026

HubSpot Updates 2/24/2026

Discover the latest HubSpot updates for February 2026, including TikTok integration, Notion data sync, custom object associations, and emailable contact se

HubSpot CRMSocial MediaData & Reporting

February 17, 2026

Connect ChatGPT to HubSpot: The Deep Research Connector Setup Guide

Connect ChatGPT to HubSpot: The Deep Research Connector Setup Guide

Learn how to connect ChatGPT to HubSpot and use the deep research connector for faster insights. Step-by-step setup guide.

HubSpot TutorialsintegrationsData & Reporting

February 14, 2026

Your Customer Journey Map Is Probably a Fairy Tale

Your Customer Journey Map Is Probably a Fairy Tale

Is your customer journey map based on real data or wishful thinking? Here's the framework that changes everything...

HubSpot CRMInbound MarketingSales Enablement

February 6, 2026

Why Your Voice of Customer Strategy Has Dangerous Gaps

Why Your Voice of Customer Strategy Has Dangerous Gaps

Is your VOC data giving you the full picture? Most B2B marketers are flying blind, and the gaps are costing you...

Service HubMarketing HubData & Reporting

February 5, 2026

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

Discover how AccountScout enhances HubSpot company records with 22 data points, solving the challenge of missing company insights after HubSpot's changes.

HubSpot CRMData & ReportingOperations Hub

February 4, 2026

HubSpot Updates March 3, 2026: 13 Changes You Need

HubSpot Updates March 3, 2026: 13 Changes You Need

Discover 13 new HubSpot updates for March 3, 2026, including approval request deadlines, ticket auto-association, Outlook alias support, and excluding week

HubSpot CRMAutomation & WorkflowsData & Reporting

February 4, 2026

Stop Recreating the Wheel: HubSpot's Built-In Traffic Analytics Reports

Stop Recreating the Wheel: HubSpot's Built-In Traffic Analytics Reports

Discover HubSpot's 7 built-in traffic analytics reports. Stop building custom dashboards and use these powerful default tools today.

HubSpot TutorialsData & ReportingMarketing Hub

February 3, 2026

Why Privacy-First Marketing Is Your Biggest Competitive Advantage

Why Privacy-First Marketing Is Your Biggest Competitive Advantage

Think privacy rules are killing your marketing? Think again. Here's how first-party data and trust-first strategy give you an edge competitors can't copy.

Marketing HubInbound MarketingData & Reporting

February 3, 2026

Protect Your HubSpot Data: A Complete Guide to CRM Backups and Restoration

Protect Your HubSpot Data: A Complete Guide to CRM Backups and Restoration

Learn how to create, download, and restore HubSpot CRM backups. Protect your data with this practical guide from Sidekick Strategies.

HubSpot Tutorialscrm-setupData & Reporting

January 23, 2026

How To Build A Culture Of Continuous Improvement In Sales Enablement

How To Build A Culture Of Continuous Improvement In Sales Enablement

Learn how to create a culture of continuous improvement in your sales enablement strategy with data-driven insights and actionable feedback loops.

Sales EnablementSales HubData & Reporting

January 21, 2026

Time to Talk About HubSpot Updates!

Time to Talk About HubSpot Updates!

Discover the latest HubSpot updates, including enriched Slack link previews, redesigned approval settings, and a new export history retention policy.

HubSpot CRMOperations HubData & Reporting

January 17, 2026

How to Analyze Sales Data and Find Hidden Improvement Opportunities

How to Analyze Sales Data and Find Hidden Improvement Opportunities

Learn how to collect, visualize, and analyze sales data to uncover hidden opportunities for improvement in your enablement strategy.

Sales EnablementData & ReportingSales Hub

January 16, 2026

How to Run Sales Enablement Reviews and Audits That Actually Drive Results

How to Run Sales Enablement Reviews and Audits That Actually Drive Results

Learn how to conduct effective sales enablement audits to optimize strategies, identify gaps, and drive better sales results.

Sales EnablementData & ReportingContent Strategy

January 14, 2026

Time Zone Offsets and Granular Filter Insights in HubSpot CRM

Time Zone Offsets and Granular Filter Insights in HubSpot CRM

Discover new HubSpot CRM updates: import time zone offsets for datetime properties and get granular filter insights for precise segment building. Enhance y

HubSpot CRMData & ReportingAutomation & Workflows

January 11, 2026

Unpacking AI's Impact on the Labor Market: Bridging the Gap Between Theoretical Capability and Observed Usage

Unpacking AI's Impact on the Labor Market: Bridging the Gap Between Theoretical Capability and Observed Usage

This episode of Value First AI Daily explores the significant gap between the theoretical capabilities of AI and its observed usage across various occupati

AI & TechnologyLeadership & CultureData & Reporting

January 7, 2026

HubSpot Loop Marketing | The Evolve Stage

HubSpot Loop Marketing | The Evolve Stage

Learn how to build a marketing system that learns, adapts, and improves using reporting, automation, and AI to keep up with modern demands without...

Marketing HubAutomation & WorkflowsAI & Technology

January 6, 2026

How To Connect Google Tag Manager With HubSpot: A Step-by-Step Guide

How To Connect Google Tag Manager With HubSpot: A Step-by-Step Guide

Learn how to integrate Google Tag Manager with HubSpot CMS. Improve tracking, speed, and data collection without coding knowledge.

HubSpot TutorialsintegrationsData & Reporting

January 6, 2026

HubSpot Updates: Permissions, App Installs, and Data Connectors

HubSpot Updates: Permissions, App Installs, and Data Connectors

This HubSpot Updates episode covers new features including managing permissions on line item properties, testing app install flows, and a native Azure Syna

HubSpot CRMOperations HubData & Reporting

January 4, 2026

How To Track Sales Metrics That Actually Drive Revenue

How To Track Sales Metrics That Actually Drive Revenue

Learn which sales and marketing metrics matter most and how to measure them effectively to optimize your sales enablement strategy.

Sales EnablementData & ReportingSales Hub

January 2, 2026

How To Define KPIs That Actually Drive Sales Enablement Results

How To Define KPIs That Actually Drive Sales Enablement Results

Learn how to set meaningful KPIs for sales enablement. Align metrics with business goals and measure what actually matters for your sales team.

Sales EnablementSales HubData & Reporting

December 26, 2025

Validate Your HubSpot Tracking Code in Seconds: The Native Method

Validate Your HubSpot Tracking Code in Seconds: The Native Method

Learn how to validate your HubSpot tracking code without extensions. Quick native method takes just seconds. Step-by-step guide inside.

HubSpot Tutorialscrm-setupData & Reporting

December 15, 2025

Use Feedback and Data to Optimize Your Sales Enablement Process

Use Feedback and Data to Optimize Your Sales Enablement Process

Learn how to use feedback and data analysis to continuously improve your sales enablement processes and drive better results.

Sales EnablementData & ReportingContent Strategy

December 9, 2025

Mastering Revenue Goals in HubSpot: A Step-by-Step Guide for Sales Reps

Mastering Revenue Goals in HubSpot: A Step-by-Step Guide for Sales Reps

Unlock the power of HubSpot's Sales Hub with our comprehensive guide on setting and tracking revenue goals for sales reps. Learn how to establish...

Sales HubSales EnablementData & Reporting

November 29, 2025

Find Your Sales Process Goldmine: A Step-By-Step Gap Analysis Guide

Find Your Sales Process Goldmine: A Step-By-Step Gap Analysis Guide

Learn to identify gaps in your sales process and turn them into opportunities for growth. Real strategies from sales enablement experts.

Sales EnablementSales HubData & Reporting

November 22, 2025

Stop Wasting Money on Messy Data: Your HubSpot Hygiene Playbook

Stop Wasting Money on Messy Data: Your HubSpot Hygiene Playbook

Learn why dirty data costs you money and time. Get actionable steps to clean up your HubSpot database and improve campaign performance.

expert-interviewscrm-setupData & Reporting

November 13, 2025

How To Build NPS Surveys in HubSpot Service Hub (Step-by-Step)

How To Build NPS Surveys in HubSpot Service Hub (Step-by-Step)

Learn how to create and customize NPS feedback surveys in HubSpot Service Hub. Follow our step-by-step guide to gather customer satisfaction data.

HubSpot TutorialsService HubData & Reporting

November 5, 2025

How to Choose the Right HubSpot Training Partner?

How to Choose the Right HubSpot Training Partner?

Looking for a HubSpot training partner? Learn the must-have qualities, how to assess expertise, and what support ensures real ROI and adoption…

HubSpot CRMData & ReportingRevOps

October 21, 2025

How To Align Sales And Marketing Goals For Better Results

How To Align Sales And Marketing Goals For Better Results

Learn how to align sales and marketing goals with shared KPIs and regular reviews. Build team accountability and hit revenue targets together.

Sales EnablementData & ReportingContent Strategy

October 6, 2025

HubSpot Dashboard Limits: What You Need To Know About Your Subscription

HubSpot Dashboard Limits: What You Need To Know About Your Subscription

Find out how many reporting dashboards you can create with your HubSpot subscription. Learn limits and workarounds for Marketing Hub Pro and beyond.

HubSpot TutorialsData & ReportingMarketing Hub

September 16, 2025

Inbound 2025 in San Francisco: Hot Takes, HubSpot’s Loop, and the Future of AI + Data

Inbound 2025 in San Francisco: Hot Takes, HubSpot’s Loop, and the Future of AI + Data

Explore the key takeaways from Inbound 2025 in San Francisco, including HubSpot's new Loop and the evolving future of AI and data in marketing.

HubSpot CRMAI & TechnologyData & Reporting

September 15, 2025

Why Data Hygiene Is the Unsung Hero of HubSpot Success with Jess Palmeri

Why Data Hygiene Is the Unsung Hero of HubSpot Success with Jess Palmeri

Discover why data hygiene is crucial for HubSpot success. Learn how clean data supports accurate reports, better marketing decisions, and a seamless...

HubSpot CRMOperations HubData & Reporting

September 13, 2025

HubSpot Reporting: How to Simplify Data and Turn It Into Action with Nakul Kadaba

HubSpot Reporting: How to Simplify Data and Turn It Into Action with Nakul Kadaba

Simplify HubSpot reporting to make data-driven decisions. Learn from expert Nicole Kaba on turning complex data into actionable insights for your business.

HubSpot CRMRevOpsData & Reporting

September 13, 2025

HubSpot Portal Cleanliness Guide: HubSpot Super Admins to the Rescue!

HubSpot Portal Cleanliness Guide: HubSpot Super Admins to the Rescue!

Clean up every HubSpot Hub with this portal cleanliness guide. CRM hygiene, Marketing, Sales, Service, Commerce, and Ops cleanup steps for Super Admins.

HubSpot CRMOperations HubAutomation & Workflows

August 20, 2025

Customizing HubSpot Records: Why Now’s the Time to Go All In

Customizing HubSpot Records: Why Now’s the Time to Go All In

Still dealing with cluttered, unusable HubSpot records? We break down how record customization can transform adoption, clarity, and team alignment across your CRM...

HubSpot CRMOperations HubData & Reporting

August 7, 2025

Stop Struggling With HubSpot Reports: Master Single Object Reporting Today

Stop Struggling With HubSpot Reports: Master Single Object Reporting Today

Learn how to create powerful single object reports in HubSpot without the custom report builder complexity. Step-by-step guide included.

HubSpot TutorialsData & Reportingcrm-setup

July 22, 2025

How To Set Revenue Goals For Sales Reps In HubSpot

How To Set Revenue Goals For Sales Reps In HubSpot

Learn how to establish individual revenue goals for your sales team and track quota attainment in HubSpot Sales Hub.

HubSpot TutorialsSales HubData & Reporting

July 11, 2025

How To Migrate Your Legacy CTAs to HubSpot's New Tool in Minutes

How To Migrate Your Legacy CTAs to HubSpot's New Tool in Minutes

Learn how to effortlessly migrate your legacy CTAs to HubSpot's new CTA tool and unlock better performance reporting.

HubSpot TutorialsMarketing HubData & Reporting

June 30, 2025

How To Build A Customer List In HubSpot That Actually Works

How To Build A Customer List In HubSpot That Actually Works

Learn how to build an effective customer list in HubSpot using lifecycle stage and status properties to identify active customers.

HubSpot Tutorialscrm-setupData & Reporting

June 24, 2025

Track International Sales with HubSpot Currency Exchange Rates

Track International Sales with HubSpot Currency Exchange Rates

Learn how to set up currency exchange rates in HubSpot for accurate multi-currency reporting and deal tracking across global markets.

HubSpot TutorialsSales HubData & Reporting

June 18, 2025

Our 6 Favorite New HubSpot Tools, Features, + Solutions

Our 6 Favorite New HubSpot Tools, Features, + Solutions

What new HubSpot features are actually worth your time? We break down six powerful tools—from AI video to custom workflows—you should be using right now...

HubSpot CRMAI & TechnologyAutomation & Workflows

June 3, 2025

Same Object Associations in HubSpot: Connect Related Records Like Never Before

Same Object Associations in HubSpot: Connect Related Records Like Never Before

Learn how to associate contacts, companies, and deals with each other in HubSpot. A practical guide to same object associations.

HubSpot Tutorialscrm-setupData & Reporting

April 7, 2025

Breeze Intelligence: Make Your HubSpot CRM Smarter, Faster, + More Effective

Breeze Intelligence: Make Your HubSpot CRM Smarter, Faster, + More Effective

Is bad data costing you sales? Breeze Intelligence keeps your CRM clean and actionable while pinpointing leads ready to buy—don’t let another deal slip through…

HubSpot CRMData & ReportingSales Hub

March 21, 2025

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

The Power of Enriched Data in HubSpot: Why AccountScout is a Game-Changer

Discover how AccountScout enriches HubSpot data with 22 key company properties, ensuring accurate, real-time insights for smarter sales and...

HubSpot CRMOperations HubRevOps

February 25, 2025

Maximizing Event ROI: Content Strategies, Budgeting Tips, and Trends

Maximizing Event ROI: Content Strategies, Budgeting Tips, and Trends

Are you getting everything you can out of your events? Learn how to repurpose, budget, and build communities with expert tips from Kristen Koenig…

Content StrategyInbound MarketingLead Generation

December 4, 2024

How the Top 10% Use HubSpot to Activate Data + Drive Growth in 2024 (with Jonathan Burg)

How the Top 10% Use HubSpot to Activate Data + Drive Growth in 2024 (with Jonathan Burg)

Want to master HubSpot like the top 10%? Learn how to use data activation, AI, and a simplified tech stack to optimize your workflow and drive actual...

HubSpot CRMAI & TechnologyData & Reporting

October 21, 2024

Top 7 HubSpot Data Hygiene Practices + Tools to Save You Time + Money (+ VIDEO)

Top 7 HubSpot Data Hygiene Practices + Tools to Save You Time + Money (+ VIDEO)

Wondering why your HubSpot campaigns are underperforming? Dirty data might be the culprit. Learn how to fix it and optimize your HubSpot CRM portal…

HubSpot CRMData & ReportingOperations Hub

August 20, 2024

What Is Voice of Customer? And Do You Know Yours?

What Is Voice of Customer? And Do You Know Yours?

Can customer feedback really drive growth? Want to move from listening to action? Get actionable VOC strategies that will move your revenue needle ...

Service HubInbound MarketingData & Reporting

August 20, 2024

Master HubSpot Data Hygiene: The Super Admin’s Guide to a Squeaky-Clean CRM

Master HubSpot Data Hygiene: The Super Admin’s Guide to a Squeaky-Clean CRM

Frustrated with messy HubSpot CRM data? Looking to optimize your tools? Learn the secrets to effective data hygiene and tools auditing for Super Admins...

HubSpot CRMData & ReportingOperations Hub

August 15, 2024

Your Marketing Campaigns Understanding Them + Best Practices

Your Marketing Campaigns Understanding Them + Best Practices

Learn how to master HubSpot campaigns with our comprehensive guide, covering best practices for structuring, managing, and optimizing your...

Marketing HubInbound MarketingData & Reporting

June 24, 2024

Mastering HubSpot Campaigns: A Step-by-Step Guide for Marketers

Mastering HubSpot Campaigns: A Step-by-Step Guide for Marketers

Unlock the full potential of HubSpot's marketing hub with our comprehensive guide. Learn how to set up, track, and optimize your campaigns for maximum...

Marketing HubInbound MarketingLead Generation

March 11, 2024

Unlock the Secrets of HubSpot Reporting: Expert Insights with Nakul Kadaba

Unlock the Secrets of HubSpot Reporting: Expert Insights with Nakul Kadaba

Curious about mastering HubSpot reporting? Discover Nakul Kadaba's expert strategies and tips to transform your data into actionable insights and being...

Data & ReportingHubSpot CRM

March 8, 2024

Effortlessly Migrate Your Legacy CTAs to HubSpot's New CTA Tool for Enhanced Performance Tracking

Effortlessly Migrate Your Legacy CTAs to HubSpot's New CTA Tool for Enhanced Performance Tracking

Discover the seamless process of migrating your old legacy CTAs to HubSpot's new CTA tool, unlocking advanced reporting features and improving your...

Marketing HubInbound MarketingData & Reporting

February 6, 2024

Optimize Your CRM: Customizing Contact Record Panels in HubSpot for Enhanced Data Visibility

Optimize Your CRM: Customizing Contact Record Panels in HubSpot for Enhanced Data Visibility

Discover how to tailor your HubSpot contact records by customizing the left, middle, and right side panels. This guide walks you through adding a custom...

HubSpot CRMOperations HubData & Reporting

December 20, 2023

Boost Your Marketing ROI: How to Create and Track HubSpot CTAs Effectively

Boost Your Marketing ROI: How to Create and Track HubSpot CTAs Effectively

Learn the art of creating and tracking Call-to-Action (CTA) buttons in HubSpot to enhance your digital marketing strategy. Discover how a single CTA can...

Marketing HubInbound MarketingLead Generation

November 8, 2023

Enhance Your HubSpot Experience: Mastering Custom and Calculation Properties

Enhance Your HubSpot Experience: Mastering Custom and Calculation Properties

Unlock the full potential of HubSpot with our comprehensive guide on creating and utilizing custom and calculation properties. Learn how to refine your...

HubSpot CRMOperations HubData & Reporting

November 7, 2023

Maximize Customer Insights: Mastering NPS Surveys with HubSpot's Service Hub

Maximize Customer Insights: Mastering NPS Surveys with HubSpot's Service Hub

Unlock the power of customer feedback with our step-by-step guide on creating effective NPS surveys using HubSpot's Service Hub. Enhance your...

Service HubData & Reporting

November 1, 2023

Totally Dope HubSpot Renewals Guide for Businesses (+ Examples)

Totally Dope HubSpot Renewals Guide for Businesses (+ Examples)

Uh oh, it's HubSpot renewal time! Do you know the data you should be looking at? Do you know what questions to ask your team members? Here are the 5...

HubSpot CRMData & ReportingRevOps

October 9, 2023

Unleash Your Marketing Superpowers: Embracing Digital Evolution

Unleash Your Marketing Superpowers: Embracing Digital Evolution

Do you want to embrace digital evolution in marketing to thrive in the ever-changing landscape. Learn how to adapt, leverage data insights, and...

Marketing HubInbound MarketingData & Reporting

August 25, 2023

From Confusion to Clarity: A Journey Through Marketing Attribution

From Confusion to Clarity: A Journey Through Marketing Attribution

Do you want to gain clarity on marketing attribution and optimize your campaigns with expert insights from Bonnie Crater? Understand the difference you...

Marketing HubRevOpsData & Reporting

August 18, 2023

HubSpot Reporting: a Totally Epic Deep-Dive Into Measuring Inbound Business Success, feat. Jorie Munroe

HubSpot Reporting: a Totally Epic Deep-Dive Into Measuring Inbound Business Success, feat. Jorie Munroe

What do people get right (and wrong) about HubSpot's custom report builder? And what the heck does storytelling have to do with ROI reporting? This week...

Data & ReportingHubSpot CRMInbound Marketing

June 27, 2023

George's totally dope insider's guide to HubSpot reporting (+ examples)

George's totally dope insider's guide to HubSpot reporting (+ examples)

With HubSpot's seemingly infinite number of reporting options, how do you even begin measure your inbound efforts effectively? In this comprehensive ...

Data & ReportingInbound MarketingHubSpot CRM

June 1, 2023

HubSpot Reporting mindsets, misconceptions, and marvelous disasters!

HubSpot Reporting mindsets, misconceptions, and marvelous disasters!

What are the most common ways you're failing to maximize HubSpot's reporting tools? How can you immediately get more insights from HubSpot? We've got 3...

Data & ReportingHubSpot CRMInbound Marketing

May 16, 2023

HubSpot traffic analytics and default reporting how-to (+ video)

HubSpot traffic analytics and default reporting how-to (+ video)

Did you know there are seven default reporting options in the HubSpot traffic analytics tool you can use right now? Here is how you can make smarter ...

Data & ReportingHubSpot CRMContent Strategy

December 8, 2022

How to measure content marketing ROI the right way

Why is content marketing ROI such a pain point for most organizations? And how do you actually measure it correctly? There are three steps you must ...

Content StrategyData & ReportingMarketing Hub

November 16, 2022

HubSpot & Google Tag Manager Integration [video]

HubSpot & Google Tag Manager Integration [video]

Are you using Google Tag Manager in unison with your HubSpot CMS? In this article, I’m going to share what the Google tag Manager integration does for ...

CMS HubData & ReportingVideo & Podcasting

June 2, 2022