If you need a report that isn’t included by default on the sales dashboard, what should you do first?
- Create a custom report that gives you the information you need.
- Look in the reports library for a report that provides the information you need.
- Export your data into a spreadsheet and create a report in your favorite spreadsheet program.
- Go to the reports marketplace and see if you can purchase the needed report.
Explanation: The correct answer is Look in the reports library for a report that provides the information you need. When you need a report that isn’t available by default on the sales dashboard in HubSpot, the first step is to explore the reports library. HubSpot offers a wide range of pre-built reports covering various aspects of sales performance, customer interactions, and deal pipelines. By searching the reports library, you can often find a report that aligns with your specific requirements or at least provides a foundation that you can customize to suit your needs. Utilizing the reports library saves time and effort compared to creating a custom report from scratch, exporting data into external programs, or purchasing additional reports. Additionally, the reports library typically offers insights and analytics tailored to the features and data available within the HubSpot platform, ensuring compatibility and accuracy in your reporting efforts. Therefore, exploring the reports library is the recommended first step when seeking a report that isn’t included by default on the sales dashboard in HubSpot.
