Hubspot Marketing Report

Hubspot Marketing Report Template

Leverage Swydo’s Hubspot Marketing report template to monitor marketing strategy performance and results across different channels and campaigns.

Access essential metrics for data-driven decisions to optimize resources, refine strategies, and drive more qualified leads and conversions.

Data sources HubSpot
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Hubspot Marketing Report

How it works

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1. Select

Choose one of our predefined templates or create your own

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2. Connect

Connect your data sources

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3. Customize

Customize your data to meet your client’s needs

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4. Share

Schedule and share a dashboard or PDF report with your team or clients

Choose Swydo's HubSpot Marketing Template

Save time, impress clients, and grow your agency with Swydo's automated reporting solutions.

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Save Hours
Streamline reporting and reclaim your day.

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Actionable Insights
Present key HubSpot Marketing metrics in a way that clients instantly understand.

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All-in-One Reporting
Visualize, share, and manage all your HubSpot Marketing data from one spot.

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Custom Branded Reports
Present clients with tailored, on-brand HubSpot Marketing reports.

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Agency Mark-up
Set your agency markup once. Flat or percentage & auto-apply.

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Win More Business
Impress in pitches with HubSpot Marketing reports that showcase your expertise.

Why Your Agency Needs a HubSpot Marketing Report Template

Marketing performance without proper attribution is just vanity metrics. Convert scattered HubSpot data into revenue-focused insights that validate your inbound methodology drives real business growth, not just campaign activity.

Your clients invested in HubSpot for integrated marketing automation and customer acquisition, not complex dashboards they can’t interpret. A strategic HubSpot Marketing template connects campaign performance directly to pipeline velocity and customer lifetime value.

Stop losing deals because competitors present clearer ROI stories. Stop defending your marketing strategy with surface-level metrics. This HubSpot Marketing report template converts campaign data into predictable revenue patterns, validating your expertise generates measurable business outcomes that justify HubSpot Marketing Hub investments.


What Makes Our HubSpot Marketing Report Template Different?

Full-Stack Attribution
Capture metrics that matter in HubSpot: email engagement rates, lead scoring progression, marketing qualified leads, and campaign-to-deal attribution. No generic marketing analytics metrics—just HubSpot marketing automation expertise.

Cross-Channel Visibility
HubSpot isn’t just email marketing. Our template highlights omnichannel campaign success, lead nurturing patterns, and conversion-focused tracking that justifies HubSpot’s comprehensive Marketing Hub investment.

Advanced Metric Engineering
Build powerful custom calculations like cost per marketing qualified lead, email-to-customer conversion rates, and campaign ROI efficiency. Combine any HubSpot metrics to tell your unique success story.


What To Include In A HubSpot Marketing Report

Create professional HubSpot Marketing report templates that track critical metrics, deliver actionable insights, and prove integrated marketing ROI with HubSpot’s comprehensive marketing analytics.

Executive Summary With Key Performance Indicators

Win more retainers and justify budget increases with executive-friendly metrics that connect marketing directly to revenue:

  • Marketing Qualified Leads (MQLs) – Validate your campaigns generate sales-ready prospects, not just traffic
  • Deal Forecast Amount – Reveal to stakeholders exactly how much pipeline value your marketing creates
  • Email Performance – Illustrate audience engagement with Open Rate, Click Through Rate, and Delivery Rate
  • Contact Submissions – Confirm form optimization drives qualified leads with Session To Contact Rate tracking

Perfect for board presentations where you need to defend marketing spend and secure bigger budgets.

Core HubSpot Performance Metrics

Stop client churn by confirming consistent value delivery across all marketing channels:

  • Contact Acquisition – Measure Sessions, Visitors, and Contact Submissions to validate qualified traffic conversion
  • Deal Pipeline – Examine Forecast Amount and Deal Stage progression connecting marketing to closed revenue
  • Email Engagement – Illustrate campaign effectiveness with Opens, Clicks, and Click Rate optimization
  • Lead Quality – Display Marketing Qualified Leads, Sales Qualified Leads, and Opportunities progression over time

Essential for monthly client calls where you need concrete evidence your marketing drives business growth.

Lead Generation Performance

Increase client lifetime value by optimizing their highest-converting assets:

  • Form Analytics – Leverage Form Views, Submissions Per Form View, and Click Through Per Form View to eliminate conversion bottlenecks
  • Traffic Sources – Validate sustainable growth with Organic Search, Returning Visits, and New Visitor Session Rate analysis
  • Conversion Tracking – Enhance Session To Contact Rate and Contact To Customer Rate for maximum revenue impact
  • Lead Qualification – Measure Marketing Qualified Leads percentage and Sales Qualified Leads conversion efficiency

Perfect for quarterly business reviews where clients need evidence their marketing investment generates consistent, qualified leads.

Content Marketing Performance

Become the strategic partner clients can’t replace by confirming content drives measurable business outcomes:

  • Page Performance – Evaluate Page Time, Pageviews Per Session, and Page Bounce Rate to identify high-converting content
  • Content Engagement – Assess Time Per Pageview and Interactions to find content that influences buying decisions
  • Traffic Quality – Examine Entrances, Pageviews Minus Exits, and Contacts Per Pageview for conversion optimization
  • Visitor Behavior – Leverage Standard Views, Raw Views, and New Visitor Raw Views to understand content’s nurturing role

Essential for content strategy reviews where you need to justify editorial calendars and content investments.

Email Marketing Analytics

Maximize client email ROI while protecting sender reputation:

  • Campaign Performance – Measure Opens, Clicks, and Click Through Rate to maximize engagement and revenue
  • Delivery Metrics – Oversee Delivered, Bounces, and Bounce Rate to maintain inbox placement and sender reputation
  • List Management – Evaluate Unsubscribed, Unsubscribe Rate, and Subscribers growth to balance campaigns with list health
  • Engagement Depth – Leverage Unique Opens, Unique Clicks, and Reply Rate to identify high-value segments for personalization

Critical for email strategy optimization where poor performance can damage client relationships and sender reputation.

Revenue Attribution & Deal Tracking

Become indispensable by connecting every marketing dollar to revenue outcomes:

  • Deal Performance – Capture Deal Name, Amount, and Forecast Amount to reveal which campaigns influence closed deals
  • Revenue Metrics – Oversee ACV, ARR, MRR, and TCV to connect marketing campaigns to recurring revenue growth
  • Sales Attribution – Evaluate Original Source and Number Of Sales Activities for multi-touch attribution evidence
  • Pipeline Management – Leverage Forecast Category and Forecast Probability to help clients predict revenue outcomes

Essential for contract renewals where you need undeniable evidence marketing drives measurable revenue growth.

Advanced HubSpot Metrics & Calculations

Differentiate your agency with sophisticated insights competitors can’t provide:

  • Form Conversion Rate – Calculate (Submissions ÷ Form Views × 100) to validate form optimization expertise
  • Email Engagement Score – Measure (Unique Clicks ÷ Unique Opens × 100) to confirm genuine prospect interest
  • Session Quality Index – Assess (Time Per Session × Pageviews Per Session) to reveal content engagement sophistication
  • Lead Conversion Efficiency – Evaluate (Marketing Qualified Leads ÷ Sessions × 100) to connect traffic to qualified opportunities

Perfect for agency differentiation when competing against generalist marketing firms.

Strategic Recommendations & Next Steps

Position your agency as the strategic growth partner, not just the marketing vendor:

  • Form Optimization Strategy – Leverage Submissions Per Form View data to eliminate conversion bottlenecks and maximize lead capture from existing traffic
  • Email Revenue Optimization – Utilize Open Rate and Click Through Rate analysis to increase email-driven revenue while reducing Unsubscribe Rate
  • Traffic Quality Enhancement – Enhance Session To Contact Rate and Contact To Customer Rate to validate traffic strategy drives qualified prospects, not just visitors
  • Pipeline Acceleration – Improve Deal Stage progression speed and Forecast Probability accuracy to help clients predict and achieve revenue targets

Evolve from marketing service provider to indispensable revenue growth partner with data-driven optimization strategies that directly impact client profitability.

CUSTOMIZATION

Customize Your Hubspot Marketing Report

FiltersLeverage a variety of filters to show more specific data points to quickly identify issues and take swift action.

SchedulingAutomate and share your dashboards and reports on a schedule that best meets your needs.

White labelReflect your brand by incorporating your logo and brand colors into your reports. You can also use your domain to share and send your reports.

GoalsSet and track goals to gain insight into performance, trends and progress toward your goals.

Custom MetricCombine two metrics from the same data source to calculate an entirely new custom metric.

Multi-language reportsCreate reports for your clients in 14 available languages through our automatic and editable translation feature.

Report DesignResizable widgets allow you to adjust the presentation of KPIs, charts, tables, text, and images to focus clients on key data and insights.

Text and ImagesProvide context to clients or stakeholders through descriptive text widgets. Incorporate images, such as ad assets, to improve client communication and understanding.

Flexible Date RangesEasily compare data across different time periods. Fully control the date range of your overall reports or specific KPIs, charts, and tables to highlight trends.

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FAQ

Frequently Asked Questions

  • What is a HubSpot Marketing report template?

    A HubSpot Marketing report template is a pre-built report that automatically pulls campaign, lead generation, and pipeline data from HubSpot. It showcases key metrics such as MQLs, deal forecast value, email performance, and contact submissions… presented in a clear, professional layout optimised for board presentations and quarterly marketing performance reviews.

  • How long does it take to set up a report?

    Setup takes 10 minutes: choose a template, connect ad accounts, and customize with your branding for a professional report.

  • Can I white-label reports with my agency's branding?

    Yes, add your logo, colors, and host reports on your domain (e.g., reports.youragency.com) for a seamless, professional client experience.

  • Which ad platforms are supported?

    Swydo integrates with 35+ platforms, including LinkedIn Ads, Facebook Ads, and Google Ads, allowing you to build consistent, multi-platform reports with real-time performance insights.

  • What's the cost after the free trial?

    Plans start at $49/month for 10 data sources, with no per-client fees. Additional sources cost $1.50–$3.50 each. Learn more.

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