Addend_Hubspot_CRM

Boost Your Business with HubSpot CRM Analytics

Welcome to our HubSpot CRM Analytics Report! This easy-to-use tool helps you analyze your customer and deal data, providing valuable insights to help you grow your business.

Why Use This Report?

• No more juggling between multiple tools – everything you need in one report.
• Instantly get actionable insights with clear, easy-to-understand visuals.
• Effortlessly monitor your business performance and track deals in real time.
• Share the report with your team for better collaboration and decision-making.

What's Inside the Report?

The report includes 5 key tabs:

• Home: Navigate through the report with simple buttons.
• Overview: Get a summary of your customers and deals at a glance.
• Customer Segmentation: See how your customers are grouped based on different categories.
• Deal Insights: Dive into the details of your deals and track progress.
• Top/Bottom Analysis: Analyze the top-performing and least-performing deals and customers.
• Contact Details: View individual customer profiles with related deals and information.

Prerequisites:

To use the report, you'll need a HubSpot CRM account and a Power BI Pro license.

Ready to get started? Contact Addend Analytics at kamal.sharma@addendanalytics.com to connect your data and unlock the full power of your CRM!