HubSpot Reporting Week by Week – Deal Comparison at Points in Time
HubSpot reports are great as they give you some really good insight and are super easy to use. The only downside is that the majority of reports are based around current status of properties which makes it difficult to compare, say week by week, or month by month performance.
Comparing periods can give you better insight into how you are performing. A lot of our clients are used to these kind of reports in Google Analytics and often ask for similar from HubSpot.
HubSpot to Google Big Query Reporting to the rescue!
Fortunately HubSpot provides some great API’s to get data out of the platform and we have developed a custom sync that pulls daily snapshots into Google Big Query for advanced reporting purposes via Google DataStudio.
The idea behind exporting daily snapshots is that we can store and compare back to a certain point in time. This data format is great for week by week, month by month or even day by day reporting. Google Big Query is great for this as it scales to your needs and easily allows you to query and manipulate the data.
We recently implemented this for Deals by Stage, Product and Pipelines, but can use any HubSpot object (Contacts, Companies, Custom Objects).
Google Big Query is also a great and cost effective Data Warehousing option. Did someone accidentally delete all your deals from HubSpot or overwrite something important? No worries! Export it from Big Query and import it back into HubSpot.
Creating Reports using Google Data Studio
Once all the data is nicely formatted and stored in Big Query, creating reports using Google Data Studio is a breeze. Drag and drop what you need and filter the reports down until you find a format to your liking!
Need help with Reports or Data Warehousing?
We have you covered – drop us a line with what you’re after and we’ll be in touch.