Hubspot
HubSpot’s reporting gaps: Are you missing revenue opportunities?
You’re already tracking a wealth of data in HubSpot, but if you’re relying solely on its built-in reports, you’re probably leaving money on the table.
HubSpot is fantastic at capturing interactions such as emails opened, pages visited, and conversions recorded.
But it falls short when it comes to answering critical strategic questions that directly influence your revenue and retention.
Here’s what HubSpot’s native reporting struggles with:
1️⃣ Complex Multi-Touch Attribution
You want to know exactly how your marketing efforts collectively influence revenue, not just individually.
Yet, HubSpot can’t easily answer:
“Which combination of marketing touchpoints (email, ads, organic) maximizes revenue?”
“How would different attribution models shift our ROI calculations?”
Without these insights, your budget decisions might be guesswork, potentially causing you to overspend on less impactful channels.
2️⃣ Detailed Cohort-Based Retention Analysis
HubSpot records everything from customer sign-up dates to repeat purchases but misses robust cohort analyses:
“Do customers who signed up during a promo stick around longer than regular sign-ups?”
“What’s the real retention rate month-over-month for each customer segment?”
If you can’t answer these clearly, you’re guessing your retention strategy.
3️⃣ Cross-Object, Multi-Dimensional Reporting
Your customer journey is interconnected:
Support interactions impact repeat sales, email engagement affects deal size, and website visits influence conversions.
“Do quicker support resolutions really boost repeat purchases?”
“How does email engagement correlate with closed deal values and repeat purchases?”
Without cross-object insights, your customer experience and sales strategy
remain incomplete puzzles.
Don’t let one software define your entire business strategy.
HubSpot tracks extensive customer interactions but leaves crucial profitability data untouched, thereby creating expectations it can’t fulfill.
That’s exactly why extracting and integrating your data externally isn’t optional. It’s essential.
When you combine HubSpot’s rich customer journey insights with external cost data, you unlock true visibility into profitability and customer lifetime value.
And when you clearly see these insights, you make decisions that actually drive growth instead of guessing your way through.
How confident are you in your current data strategy?
@LazyAnalyst – less work, more insights!
Less guessing, more growing!