HubSpot added AI tools for admins and data users. A Reporting Assistant auto-generates sales reports and writes descriptions for them. An AI Forecasting feature in the Forecast app gives sales projections once a super admin turns it on.
Calling all Data Fanatics and HubSpot admins, we have a number of exciting new AI reporting features that will help you unlock key sales and marketing insights. Let's dive into the power of each. First on our list is HubSpot's reporting assistant. Imagine you need to create a sales quarterly performance report, but you're short on time. Don't fret. Our reporting assistant can lend a helping hand. Simply click Create Report, choose the AI option, enter the question you want answered, and the tool will do the rest by generating a comprehensive report in a fraction of the time it would have taken to do this manually. Talk about efficiency, but wait, there's more. HubSpot's reporting assistant can also help you write report descriptions. We all know the struggle of trying to explain complex data in a way that everyone understands. This is where our reporting assistant truly shines. You can take your quarterly sales performance report and and quickly generate a description that communicates key insights. To do so, open your report, click the about tab, select Edit, and then generate. It's really that easy. Now let's talk about AI forecasting. Gone are the days of relying on guesswork when it comes to sales projections. HubSpot's AI forecasting feature provides a clear picture of where you'll likely land based on your sales activity. With this feature, you can pressure test what your team is predicting against the AI forecast to drive greater forecasting and accuracy. To get started in the forecast app, navigate to the Analyze tab to discover these insights. But make sure you're a super admin so you can enable this feature. Once enabled, all account users with forecast access will see the data. So there you have it, folks. HubSpot AI is here to supercharge your reporting insights and forecast sales projections efficiently. Say goodbye to manual number crunching and hello to clear insights and projections. Top Discovering sales and marketing insights is now easier than ever with HubSpot AI.
