nine Custom Reporting Tools For the Marketing Team

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When it comes to creating reviews for your data, sometimes the pre-built dashboard, table, or even template will do the trick. Yet what happens when your current device doesn’t have a pre-built survey that meets your needs or even includes the metrics plus dimensions you want to use?

Properly, that’s when a custom reporting tool comes in handy.

What are custom reporting tools?

Customized reporting tools provide the ability to create personalized and distinctive (or customized) reports for your data. In addition to selecting the data you’ll display in your document, you can also customize a report’s metrics, dimensions, appearance, and much more.

There are a number of custom reporting tools available today including options that come with other perks like simply no necessary coding, easy installation, different pricing plans, assistance, and integrations (e. g. for data analysis and one-click sharing).

Many customized reporting tools, like HubSpot, often come with pre-built themes and dashboards as well for instances in which you don’t need or want to customize your report.

Here are nine custom reporting tools to assist get you started.

HubSpot Marketing Analytics Software

HubSpot Marketing Analytics Software custom reporting tool

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HubSpot helps marketers surface area a combination of customer insights plus data to better understand what is working and what’s not really among target audience members. All of these insights and reports are obtainable at your fingertips — together with your CRM — without SQL.

The custom record builder offers access to all your data in a single location without the need for spreadsheets. Use the custom builder to organize all of your company data including contact, company, deal, marketing email, landing page, and blog engagement information.

Other Unique Features:

  • Use custom made objects to capture your specific business data, create brand new segments, build custom reviews, campaigns, and workflows.
  • Build custom, shareable dashboards to find out all of your metrics on one display screen with a no-code, drag-and-drop editor.
  • Report on data that’s unique to your business like product usage or stock data.
  • Use behavioral activities to track custom interactions which are unique to your business plus indicate when a customer is preparing to take the next step in the buyer’s journey (then trigger or schedule the next touchpoint with regard to after that event is completed).
  • Connect every customer interaction to a contact in your data source and the associated revenue generated by using the revenue attribution reporting feature.
  • Monitor the effectiveness of your own marketing and sales efforts within the account based marketing (ABM) dashboard and then adjust your playbook accordingly to reach your own highest-value accounts.

2 . Demand Sage

demand sage Custom Reporting Tool

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With Demand Sage, simply move your HubSpot reporting and analytics data in to Google Sheets. The tool offers custom and automatic — with automatic data sync and pre-built dashes and templates — reports.

Other Unique Features:

  • Get really specific with your data by creating reports that are record-level.
  • View your data any way you would like using Demand Sage’s no-code analytics and desk builder.
  • Install the free of charge Demand Sage add-on, click “Start” in the add-ons menu, and immediately begin producing custom reports.
  • Integrate Need Sage with your HubSpot CUSTOMER RELATIONSHIP MANAGEMENT and Marketing Software.

3. Cyfe

cyfe Custom Reporting Tool

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Cyfe is a tool to make fully-customized business dashboards to monitor, display, and analyze your computer data. The tool is described as an all-in-one dashboard since you can monitor all of the company’s data including (but not limited to) product sales, web analytics, social media, plus support.

Other Unique Features:

  • Make benchmarks to measure your own progress against your business objectives. Then, receive alerts through Cyfe when specific standards are met (via e-mail or SMS).
  • Customize many aspects of your report such as the domain name, background, logo, and colors.
  • View data through multiple sources (e. g. Google, Facebook, Mailchimp) by tapping into Cyfe’s app environment of 1, 500+ apps.
  • Customize dashboards with data from the SQL database.
  • Integrate Cyfe with your HubSpot CRM, Marketing Software, and Sales Software.

4. Supermetrics

supermetrics Custom Reporting Tool

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With SuperMetrics, you can easily move your marketing and sales data into Google Sheets, Microsoft Excel, Google Data Studio, BigQuery, API, Snowflake, and Uploader. As soon as you bring your data into some of these products, fully customize your reports with the Supermetrics web templates.

Other Unique Features:

  • Display plus manage all of your marketing information in a central location.
  • Organize and filter your data in Supermetrics to analyze what’s functioning and what needs improvement.
  • Handle marketing reporting and data transfers to save you time.
  • Integrate Supermetrics with your HubSpot Marketing Software.

5. Domo

domo Custom Reporting Tool

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Domo is a business cloud which allows you to easily integrate plus visualize your data as well as make use of (or create) intelligent apps to tailor reports in a way that makes them valuable to your team.

Your interactive and customizable reports are updated in real-time. Based on the type of information you bring into Domo, the tool will suggest certain visualizations it thinks are best-suited to display your details.

Other Unique Features:

  • Customize your reports by annotating charts, adding governance tools for your team, and refining the information points that are most important to you.
  • Bring all of your marketing and product sales data together to create insights and action plans in line with the real-time information in your dashes.
  • Determine how the various aspects of your dashboard interact with custom links/ filters.
  • Integrate Domo with your HubSpot CRM.

6. Beloved Lucy

dear lucy Custom Reporting Tool

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Dear Lucy is a dashboard for B2B sales. Choose the metrics that issue most to your team plus bring them into a single dashboard to display your data. On your dashboard, show pipeline-based or activity-based predictions so you know what to expect regarding the goals you set.

Some other Unique Features:

  • Customize your entire dashboard with the drag-and-drop editor to show the metrics and information you care about most.
  • Utilize the red and green light feature to be notified when your team is on target or is falling behind so you can make necessary adjustments.
  • Establish unique goals for such things as activities, revenue, offer foundation, and hit rate in order to your performance versus targets.
  • Personalize the way you filter your data for your reports (e. g. simply by customer type) so it is tailored to your team plus goals.
  • Integrate Dear Lucy with your HubSpot CRM, Marketing Software, and Sales Software.

7. Analytics Amplifier

analytics amplifier Custom Reporting Tool

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Bring your HubSpot contact information into Google Analytics effortlessly using Analytics Amplifier. Include HubSpot field properties or even custom behaviors (e. gary the gadget guy. lifecycle stage, deals won, email unsubscribes) to Search engines Analytics for viewing. It is meant to help you optimize your business paths and drive business intelligence by offering access to data about your contacts on the internet Analytics.

Other Unique Functions:

  • View your HubSpot object-level data metrics including lifecycle fixed, deals won, persona set, lead score, number of linked deals, lead status, e-mail unsubscribes, and NPS ranking.
  • Create and generate rich, custom reports in Google Analytics using contact data from HubSpot to understand how your own contacts and customers socialize and engage with your business.
  • Make use of insights derived from your reports to help you reach people who appear to be members of your target audience.
  • Integrate Analytics Amplifier with your HubSpot CRM, Marketing Software, plus CMS.

8. Ultimate Data Export

ultimate data export Custom Reporting Tool

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Ultimate Data Export, by Datawarehouse. io, allows you to foreign trade all of your data — such as contacts, deals, web analytics, tickets, and emails — to Excel. You can also support your data as well as restore, question, sync, integrate, analyze, and promote it. This tool is ideal for users who want to move data out of HubSpot and into a system of choice, all at a cheap.

Other Unique Features:

  • Export almost all data from your HubSpot system (e. g. contacts, businesses, deals/ deal history, web analytics, owners, campaigns, events, emails, products, tickets, types, pipelines, and more) plus view it in a custom statement in Excel.
  • Connect to business intelligence (bi) tools like Tabelau plus PowerBI for deep information into your data.
  • Integrate Greatest Data Export with your HubSpot CRM, Marketing Software, and Sales Software.

9. Google Analytics

google analytics Custom Reporting Tool

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Google Analytics has a custom made report feature that allows you to definitely choose the dimensions (e. g. city) and metrics (e. g. page views) for your report as well as decide exactly how that data will be shown. If you’re a Google/ Search engines Analytics user, or use a reporting tool with a Google Analytics integration, custom reports are easily accessible to you.

Other Unique Features:

  • Export and share custom reports in seconds.
  • Select from a list of unique dimensions plus metrics for your custom reviews.
  • Create categories to organize your custom reports into groupings for easy access.
  • Use the Customized Tables feature to back up your custom reports if you’re an Analytics 360 user.

There are plenty of custom reporting tools available today that have the power to help you uncover valuable insights and analyze all of your business’s data. Therefore , while trying to determine your best option for your team, think about which usually types of data you want to dive deeper into, where you want to conduct reporting and analysis, and how you want to share plus distribute that information.

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