This is a YouTube video titled "Three Part Mindset Of HubSpot Reporting" containing a monologue or presentation focused on strategies for effectively using HubSpot's reporting features. The speaker discusses the importance of curating and creating reports within HubSpot to maximize its utility. The content is instructional and aimed at users looking to improve their reporting skills.
One you need to have the mindset of the Great Collector There are many analyze tabs in HubSpot that hold reports that you can literally hit Save report to add it to a dashboard or add it to your reports area. You didn't have to create anything. You had to click one button. You have to have the mindset of a great curator. Remember, I think it was Devin said that there's literally an entire library with over hundreds of reports that you can curate into areas or for whatever you need. Again, dashboard or reports area to be able to use and and then after those two, because this is where most people start, by the way, then you have to be thinking about how can I be a great creator? Because you see HubSpot the way it's built, it can probably do 75 to 80% of all the reports you need outside of anything that you've created that is a custom property. And by the way, this is the tip I'm going to leave you with. If you have not gone to your properties area, filtered out anybody that created properties other than HubSpot in your portal, and asked yourself what type of report could I make on any of these, you may be doing yourself a disservice.
