When we initially started thebeplay体育appiosDataBox合作伙伴计划in January 2017, only about 10 brave HubSpot agencies were willing to give us a shot.
Those10 tiered HubSpot partnershad worked with our CEO, Pete Caputa, during his time at HubSpot, and they were curious about his next crazy idea.
In the following 6 months, we added 70 more HubSpot agencies to bring our total to 80. With that new community, we began to learn about MANY unique reporting processes.
Agencies were hammering us to pull new metrics from HubSpot on a daily basis so they could completely avoid copying and pasting into spreadsheets every month.
这些指标中的一些很容易通过HubSpot APIand others required creativity for our engineering team to extract. Sometimes, we had to get help from the amazing HubSpot Connect engineering team to figure out how to pull new data points.
After all, there was no point for these agencies to move from monthly KPI spreadsheets and Powerpoint reports to our automated, real-time dashboards if they couldn’t pull the metrics that help them grow and retain their client accounts.
经过数月的反馈和请求，我们终于弄清楚了如何进口145+ metricsthat any HubSpot partner would want to monitor. While we’re still waiting on some new APIs to do everything that’s been asked of us, we can automate most HubSpot partner needs. And although the list of requests neverreallyends, these five18beplay官网
在我们社区中几乎每个Hubspot合作伙伴都很受欢迎。
Problem it Solves:如果您正确地完成了整个入站营销的事情，那么您应该将营销工作与客户的季度或年收入目标联系起来。该仪表板着眼于收入目标，然后帮助您根据该目标传达流量并领导目标。
您可以检查漏斗的每一步,从粘度itors to leads to customers to revenue. By looking at performance over time, you can also make sure that you convert prospects at a consistent (or improved) rate. This dashboard is the first and most important one because it proves to the client that you are dedicated to helping them reach their targets.
如何使用它：Let’s say that your client wants to do $200,000 in revenue this quarter.
Given that 5% of leads convert into customer, each new account is worth $20,000, and you convert 1% of visitors into leads, you will need:
10个新客户本季度，$ 20,000
200 new leads this quarter (at a 5% lead to customer conversion rate)
20,000 new visitors this quarter (at a 1% visitor to lead conversion rate)
This dashboard will display this entire funnel, as well as the conversion rates along the way. So, if you are bringing in well-qualified traffic, perhaps your visitor-lead ratio will go up and you will not need to drive as much traffic. You can keep track on a monthly basis to make sure you are on pace for the quarterly goal.本指南will tell you more about how to plan this process.
Questions This Can Answer:
How many leads do you need to achieve your revenue goals?
实现收入目标需要多少流量？
我们本月可能会达到目标吗？（使用图表上的视觉目标线以及仪表板左侧四个图表上的％到目标编号。）
Metrics Tracked:
每日访客和线索
每日客户和收入
Funnel Performance
Visitor to Lead Conversion Rate
Lead to Customer Conversion Rate
平均每笔交易收入
Didn’t find what you were looking for? Browse through all of our营销仪表板andsales dashboardshere.
Problem it Solves:If you only review performance of your blog posts every month or every quarter, you are missing out on powerful analytics that you can present to the client. Your past blog post performance should provide direction for the topics your content team will write about next.
This dashboard keeps you up to date on your top posts for the month. With it, you can ensure that you are on pace to meet your monthly traffic goals. If one post outperforms expectations, you can even use our Alerts feature tonotify your clientas it’s happening. If you’re not already leveraging your client’s social reach to amplify the success of content, now is a good time to suggest it to them.
Another reason this dashboard comes in handy is for historical blog post optimization. When a blog post performs well the first time, and especially if it’s ranking well in search, it’s a good idea toupdate it with new material, republish and promote it again。
如何使用它：In an ideal world, every highly viewed post would also generate leads at a high rate. Unfortunately, this rarely happens. Some posts draw a wide, diverse audience that will never be interested in your product. Other posts are highly targeted at a specific niche and convert many visitors to leads, but struggle to help you meet traffic goals.
You can now make decisions in real-time so you can bring insights to the monthly client meeting. Let’s say one post generates a lot of traffic, but not many leads. You can try split-testing the call-to-actionbeforethe client meeting, and show your clients how your quick-thinking strategies created more leads for them.
Questions This Can Answer:
What percentage of traffic comes from old versus new posts?
How do users engage with different topics?
How does this month’s activity to last month?
How should you re-prioritize your blogging strategy?
Problem it Solves:Leads are a great metric for determiningqualified traffic.在任何给定时间，您都需要找到数十个数字营销机会，您需要找到一种方法来削减噪音并专注于最有生产力的渠道。也许您正在尝试访客博客，社交广告或内容营销。无论如何，您都可以评估每个来源的访客领先比率，以找到最有利可图的渠道。
如何使用它：This dashboard helps you make two types of decisions. First, you can decide which traffic source as a whole to focus on. For example, let’s say that you want to focus on social ads for a quick traffic boost. The left column of this dashboard can show you whetherthose visits actually turn into leads。Instead, you may find that organic traffic has a much higher conversion rate, and therefore, you should write more content.
Also, you can find opportunities within each traffic source. The middle-right column breaks down both referral traffic and social traffic into individual domains. Let’s say you are selling real estate software, and you find that most contacts come from a few specific publications. You may want to reach out to those publications to do a guest article or run an ad for more exposure.
Questions This Can Answer:
Which sources bring the highest quality visits?
How does conversion rate vary across channels?
哪些社会来源产生最多的潜在客户？
Metrics Tracked:
访客转换率
Top Sources by Contacts
Visitors vs. Leads by Source
Contacts Gained by Source
Contacts Gained by Individual Social Media Sources
Didn’t find what you were looking for? Browse through all of oursales leads dashboardshere.
PRO TIP: How Well Are Your Marketing KPIs Performing?
Our Monthly Marketing Performance Dashboard includes data from Google Analytics and HubSpot Marketing with key performance metrics like:
Website sessions, new users, and new leads.Basic engagement data from your website. How much traffic? How many new visitors? How many lead conversions?
Lead generation vs goal.Did you reach your goal for lead conversion for the month, quarter, or year? If not, by how much did you miss?
Overall marketing performance。A summary list of the main KPIs for your website: sessions, contacts, leads, customers, bounce rate, avg. session duration, pages/session, and pageviews.
Email response。Overall, how effective were your email campaigns, measured by email opens?
Blog post traffic。How much traffic did your blog attract during a certain period?
New contacts by source.Which sources drove the highest number of new contacts
Visits and contacts by source.How did your sources compare by both sessions and new contacts in a certain period of time?
Now you can benefit from the experience of our Google Analytics and HubSpot Marketing experts, who have put together aplug-and-play Databox templatethat contains all the essential metrics for monitoring and analyzing your website traffic and its sources, lead generation, and more. It’s simple to implement and start using as a standalone dashboard or in marketing reports, and best of all, it’s free!
You can easily set it up in just a few clicks – no coding required.
To set up the dashboard, follow these 3 simple steps:
Problem it Solves:If you have developed a series of landing pages with offers like e-books, whitepapers and webinars, you need to track which ones create leads and customers. This dashboard allows you to discover which landing pages help you towards your monthly goals, and which need improvement.
如何使用它：与博客仪表板类似，这也可以帮助您了解每个页面的转换率。
如果您有一个登陆页面可以吸引很多视图，但很少提交，则需要查看页面上的副本并调整呼叫的行动。
如果你有一个登陆页面让大量的子missions but generates few contacts, perhaps you need to improve the quality of the offer itself so that prospects get excited about your brand.
如果您有一个登陆页面的转换率很高，但流量很少，则需要使用广告或改进SEO来驱动流量。
When you put this in a dashboard with clear month-to-month changes, your client can quickly understand the results of your efforts. If you make a few changes that drive more leads, you can visualize the changes throughout the funnel.
Questions This Can Answer:
Which landing pages get the most views?
Which landing pages create the most contacts?
Which landing pages were responsible for new customers?
Problem it Solves:You probably want to avoid nasty email surprises that magically come up during a monthly data review. For example, you do not want to learn at the end of the month that your emails increasingly go to spam folders. Nor do you want to explain to the client why open rates go down with every campaign.
You can use this dashboard to show engagement on an individual campaign basis. When you monitor the health of your email list in real-time, you can make proactive decisions around your subject lines, content and unsubscribes before the end of the month.
If open rates are low, you may need to try more relevant subject lines. Or, you may be sending at the wrong time of the day to your subscribers. You can trypersonalized send times减轻时间问题。
If open rates consistently drop, it may be time tofire some of your subscribersand remove them from your list. If they have not opened any of your last 10 emails, they will not miss you anyways!
If click rates are low, you may need to rethink your email content strategy.
Questions This Can Answer:
How many emails were delivered and opened this month?
Are open rates going up or down?
Which email campaigns are most popular with your followers?
Problem It Solves:If you are trying to build a following using organic social, you need to track followers as your KPI. This is a particularly strong KPI because you will likely need to sustain strong content over multiple months to build a following. This dashboard measures the strength of your social media presence. It also uses HubSpot data to determine if a larger following translates to more site visitors. (Don’t have HubSpot? Use thissocial media dashboard instead。)
如何使用它：You should identify 1-2 social networks that are worth your time and energy. There is no point in splitting your limited resources across 4 networks. With this dashboard, you can identify your top networks by follower count and actual traffic driven to your site. You should have at least one clear winner with these two metrics.
Questions This Can Answer:
How has your following changed this month?
What are your top sources of visitors from social media?
How should you refocus your social media efforts?
Metrics Tracked:
Daily Follower Counts on Twitter
Daily Follower Counts on Instagram
Daily Friend Counts on Facebook
Daily Follower Counts on Linkedin
Site Visitors by Social Media Platform
Didn’t find what you were looking for? Browse through all of oursocial media dashboardshere.
实时报告营销指标
Depending on the sophistication and needs of your client, you might need all thesebusiness dashboards。
如果你不需要提供详细的性能for each blog post, landing page and email campaign, you can use our Designer to combine the high level performance of all posts, landing pages and email campaigns into just one report.
And it’s quick to get up and running. Once youset up a clientwith a Databox account, it takes less than a minute to set up any of these Databoards. So, you can even change which reports you present whenever you want.
But, that’s not it. There’s other things you can do to monitor your client’s more frequently with less effort:
Sound interesting? If you would like to start rolling out automated reporting to your clients, createa Free Agency account现在。这是快速5个步骤，您可以关注to be up and running in minutes.
All set up and ready to create your custom dashboard? Check out ourDIY dashboard design tooland see how easy it is to create your meaningful dashboards on your own. Did we mention no coding or design skills are required?
如果您准备永远停止将数据永远粘贴到文档中，请查看beplay体育appiosDataBox合作伙伴计划。Through our product, training and support, we help agencies use data to win new clients, strengthen relationships with existing clients and upsell clients into larger retainers.
About the author
Kevin KononenkoGrowth Marketer @ Databox. Making it easy for marketers to tell the story of their success. Everton FC supporter. Startup guy.
