In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard.
Sales Reporting with HubSpot
This course is part of Strategic Customer Relationship Management & Sales Technique Specialization
Instructor: Tiphaine Amblard
Included with 
Recommended experience
What you'll learn
How to audit, clean, and organize your data with HubSpot’s CRM platform
Identify and analyze key metrics for sales effectiveness and customer service success according to your business goals
How to create custom reports on the HubSpot dashboard with compelling data visualizations
Details to know
Add to your LinkedIn profile
18 assignments
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV
Share it on social media and in your performance review
There are 4 modules in this course
In the first week you will learn the importance of using data to drive your decision making and goals for your business. You’ll be introduced to the concept of the Golden Circle Framework for defining your business purpose as well as how to fulfill your purpose with a SWOT analysis. You’ll also learn how to set SMART goals. In the second lesson you’ll learn how to use HubSpot CRM to organize your data into records and create custom contact properties.
What's included
12 videos4 readings5 assignments2 discussion prompts
This week you will explore the attract, engage, and delight stages of lead management. You’ll learn key metrics to ensure your marketing content is attracting your target persona. You’ll also learn how to analyze your sales data and customer service success metrics to evaluate the success of your product.
What's included
8 videos12 readings7 assignments
This week is a deep dive into creating custom reports and compelling dashboards in HubSpot. You’ll learn how to engage with HubSpot’s tools to organize and display all the data you’ve collected. You’ll learn how to use HubSpot to create visually appealing dashboards and reports that will help you communicate your findings effectively.
What's included
13 videos2 readings6 assignments
The focus in the final week is the application of your new knowledge with your course project in which you will combine all the exercises you have completed throughout the course and submit them for peer review.
What's included
3 videos2 readings1 peer review
Instructor
Offered by
Recommended if you're interested in Business Essentials
HubSpot Academy
Coursera Project Network
Coursera Project Network
Coursera Project Network
Why people choose Coursera for their career
New to Business Essentials? Start here.
Open new doors with Coursera Plus
Unlimited access to 7,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.