Cross-object reporting in HubSpot allows users to create reports that span across different data sources and objects. This means you can analyze and report on data that originates from various aspects of your business, such as contacts, deals, tasks, and more. Whether you're dealing with marketing, sales, or service data, cross-object reporting helps you break down silos and gain a holistic view of your operations.
To get started with cross-object reporting, you need to select your data sources. In HubSpot, these data sources can include contacts, deals, tasks, ad performance, and more, depending on your HubSpot plan. The primary data source is the main data source you want to focus on for your analysis. For example, if you want to report on deals, you should choose "deals" as your primary data source.
Then, you can select secondary data sources that relate to your primary data source. These secondary data sources provide additional information and context for your reporting. Keep in mind that not all data sources can be joined together, so you may need to experiment to find the best combination for your reporting needs.
After selecting your data sources, you can proceed to build your cross-object report. HubSpot offers a user-friendly interface to help you define the structure of your report.
Cross-object reporting offers several advantages for HubSpot users:
Cross-object reporting is a powerful feature in HubSpot that allows users to create comprehensive reports by combining data from multiple sources and objects. Whether you're tracking contacts, deals, tasks, marketing activities, or other data, cross-object reporting offers valuable insights for informed decision-making
By mastering this reporting technique, you can streamline your data analysis and reporting processes, eliminate data duplication, and gain a more thorough understanding of how various aspects of your business are interconnected. With the guidance from the video and this blog post, you can start creating meaningful cross-object reports in HubSpot to drive your business forward.