HubSpot Marketing Reports: Pipeline Contribution, Engagement & Deals

Ever felt like you're staring at a blank HubSpot Custom Report Builder, wondering where to even begin? You're definitely not alone. It's a common challenge, especially for those new to the platform, and it was the very heart of a recent discussion on the HubSpot Community that caught our eye.

An original poster, Allison, reached out for help, needing to create several key reports for a Q1 marketing presentation. Her struggle was familiar: knowing what criteria and filters to add to get the right information. She specifically needed reports covering:

Marketing's contribution to pipeline
Marketing emails sent totals with engagement rates
Social post contribution to engagement and deals
Landing page views and form submissions
Deal totals by create date with a status breakdown

Let's break down the community's insights and how you can tackle these reporting challenges head-on.

Starting Strong: General Advice from the Community

A community moderator kicked off the replies by suggesting a common best practice: try building the report first, and then share where you're getting stuck. This focused approach often helps pinpoint specific issues. They also shared invaluable links to HubSpot Academy resources on creating custom reports, which are fantastic starting points for anyone looking to deepen their reporting knowledge.

Another helpful respondent offered a two-pronged approach: either consider hiring a HubSpot partner or freelancer to build these reports for you (saving time but costing money), or dedicate the time to learn, test, and build them yourself. The original poster later confirmed her desire to learn the skills herself, which is a commendable goal for long-term success.

Perhaps the most exciting piece of advice for new and seasoned HubSpot users alike was to leverage HubSpot Breeze AI. This relatively new feature can be a game-changer, allowing you to ask natural language questions to generate initial report outlines or customize standard reports. It's like having a reporting assistant at your fingertips!

Actionable Steps for Key Marketing Reports

While the original poster listed several report needs, one community member provided a detailed example for one of the more complex requests: Deal Totals by Create Date with Status Breakdown. This is gold for understanding the methodology:

Deal Totals by Create Date with Status Breakdown

This report helps you understand how many deals were created in a specific period (like Q1) and their current stage, offering a snapshot of your sales momentum and pipeline health.

Navigate to Sales > Analytics > Pipeline or Reports > Reports > Create report > Single object: Deals.
Key metrics: Select 'Deal Count' and 'Deal Amount' (sum/average), and 'Deal Stage'.
Filters: Set 'Deal Create Date' to 'Q1' (or your desired timeframe); specify your 'Pipeline' (e.g., 'Primary sales pipeline').
Breakdowns: Group by 'Create Date' (monthly/weekly for trends) and 'Deal Stage' (e.g., Qualified, Closed-Won, Closed-Lost).
Visualization: A stacked bar chart works well to show totals by stage over time, or a pivot table for precise counts/amounts.

Pro Tip: Focus on 'actual creation' dates for Q1 accuracy, rather than projected close dates, to truly reflect the deals entering your pipeline during that period.

Tackling Other Essential Marketing Reports

While specific step-by-step instructions weren't provided for every report in the thread, we can infer the approach based on HubSpot's capabilities:

Marketing's contribution to pipeline: This often involves HubSpot's attribution reports (if you have Marketing Hub Professional or Enterprise) or creating custom reports that link deals to associated marketing activities (e.g., 'First Conversion', 'Last Conversion' properties on deals, or custom properties you create to track marketing influence).
Marketing emails sent totals with engagement rates: These are typically found directly within the 'Marketing Email Performance' reports under Marketing > Email. You can filter by date range and view metrics like opens, clicks, and bounces.
Social post contribution to engagement and deals: Head to Marketing > Social for basic engagement metrics. To connect social posts to deals, you might need custom properties or a more advanced attribution setup that tracks which deals originated from or were influenced by social interactions.
Landing page views and form submissions: These are available in your 'Landing Page Performance' reports under Marketing > Website > Landing Pages. You can filter by date and view submissions, views, and conversion rates.

ESHOPMAN Team Comment

This discussion highlights a core challenge for many HubSpot users: getting actionable insights from their data. While HubSpot's reporting tools are powerful, integrating data from external e-commerce platforms like a shopify headless storefront api or trying to connect magento 2 crm data for comprehensive reporting can be a significant headache. This is precisely why a built in checkout and payment system like ESHOPMAN, designed to operate natively within HubSpot, is such a game-changer. It eliminates the need for complex integrations, providing immediate, accurate e-commerce data for all your marketing and sales reports right out of the box, making the kind of reports Allison needs far more straightforward to build and analyze.

Embrace the Learning Curve (and the AI!)

The original poster's commitment to learning is key. HubSpot's reporting can seem daunting initially, but with resources like the Academy, community support, and now the power of Breeze AI, it's more accessible than ever. Don't be afraid to experiment with the custom report builder; try different object types, metrics, and filters. You'll quickly get a feel for how HubSpot organizes its data and how you can surface the insights you need to prove marketing's impact and drive your business forward.