Learn how to efficiently navigate HubSpot's reporting tools. From accessing reports to exploring integrations, this guide will help you master the essential steps.
Access the reporting and data section on your dashboard.
The first tool we will look at is the dashboard.
You can decide to create a new report for each contact or select from several other options depending on what you want to do.
Return to the reporting and data section to check for other tools.
Access the Reports section to track all available, closed, and pending reports or create a new report for the specified Contact.
View all available reports.
Return to the reporting and data section to check other tools.
Access other tool options depending on your needs.
This guide covered accessing reports, creating dashboards, exploring forecasting features, and integrating tools in HubSpot.