The 7 most useful HubSpot reports for sales and marketing leaders
Seven HubSpot reports that actually drive revenue clarity.
Raw numbers don’t win deals or close revenue.
What matters is how quickly you can turn data into decisions.
HubSpot spits out plenty of charts and dashboards, but not all of them deserve your attention. Some reports are noise. A handful are gold.
The seven ones we mention in this guide are worth your time. They show you where the pipeline is leaking and give you proof when marketing says, “We’re driving revenue.”
Sales Reporting
1. Deal Pipeline Analytics
Think of this as your ground truth.
The pipeline report shows where every deal sits, who owns it, and where revenue is quietly leaking out.
You can filter by rep, team, or timeframe, and if you want to get fancy, run a waterfall view to see how revenue shifted between two periods.
Why it matters: With it, you can finally see where deals stall and which parts of your sales or marketing process need fixing.
Feel free to go deeper with our guide on sales pipeline generation reporting.
2. Deal Forecasting
HubSpot multiplies the deal amount by the stage probability to give you a revenue estimate.
You can slice forecasts by month, quarter, or any custom range, then layer in weighted probabilities to test how shaky or solid the outlook really is.
Why it matters: A pipeline snapshot tells you what’s out there. Forecasting tells you what’s likely to land and whether you’re on pace or already behind.
3. Sales Productivity
Closed-won is great, but how did you get there?
This report measures the grind: calls, emails, meetings, and tasks.
Pair those inputs with conversion rates, and you’ll spot the behaviors that actually move deals forward.
Why it matters: It’s the difference between praising effort and coaching impact. Activity reports let managers steer reps toward the actions that lead to revenue, not just busyness.
4. Contact Analytics
Not every contact in your database is created equal.
HubSpot’s contact reports let you slice by source, lifecycle stage, geography, create date, or engagement (opens, calls, meetings).
Why it matters: It shows you which channels bring in the best contacts and which segments are actually converting, so you stop wasting time on the wrong audiences.
Marketing Reporting
5. Multi-Touch Revenue Attribution
Attribution reports in Marketing Hub Enterprise or CMS Hub Pro+ connect revenue back to campaigns, assets, and interactions.
You’ll need to set filters carefully - deals, pipelines, campaigns, content types - so the report isn’t full of irrelevant clutter.
Why it matters: This stops the guessing game. It proves what’s generating revenue and where to double down.
6. Custom Object Reports
Sometimes your business doesn’t fit neatly into HubSpot’s default objects.
Custom object reports give you the freedom to track whatever matters - franchise locations, product SKUs, service usage, you name it.
Why it matters: You aren’t boxed in by HubSpot’s defaults. You can measure what actually moves your business forward.
7. Out-of-the-Box Marketing Reports
Not every report needs to be custom.
HubSpot ships with a handful of prebuilt dashboards that are still worth your time:
- Blog analytics – which posts bring in views and conversions
- Landing page analytics – submissions and new contacts by page
- Website analytics – sessions by source and trend over time
- Email performance – opens, clicks, conversions
Why it matters: These are quick wins - reports you can turn on today to get useful insights without building anything from scratch.
Need help building a reporting system?
If your reporting setup feels scattered or unclear, we help your team audit HubSpot (and Salesforce), clean up data, and build dashboards that sales and marketing leaders use.
Book a call with Tate or drop us a line, whichever you prefer.
And if you want to dig deeper into what’s possible, check out HubSpot’s official reporting overview for a full list of tools and features.
