In this course, you will learn how to leverage business data to report on sales using HubSpot’s dashboards. You will explore the fundamentals of a data-driven business, create custom reports with compelling data visualizations, and identify key metrics for sales effectiveness and customer service success. Whether you are new to sales or seeking to enhance your skills, this course provides practical exercises to apply your learning.
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The course modules cover the foundations of a data-driven business, using reporting to drive success, creating dashboards and custom reports, and applying reporting skills in a project. Gain insights into data-driven goal setting, analyzing sales content, and designing visually compelling dashboards.
Module 1 provides an introduction to the program, covering the fundamentals of a data-driven business, defining business goals, and preparing your CRM for reporting. Practical exercises and quizzes help you apply your learning.
Module 2 focuses on using reporting to drive success, covering A/B testing, forecasting and analytics, data-driven decision making in customer service, and analyzing sales content. Practice quizzes and exercises reinforce your understanding.
Module 3 explores dashboards and custom reports, including data considerations, steps to create a custom report in HubSpot, best practices for data visualization, and dashboard design. Graded quizzes and exercises enhance your skills in creating compelling reports and dashboards.
Module 4 concludes with a project where you will apply your reporting skills using HubSpot. Additionally, it offers career support resources and guidance on enhancing your professional profile on LinkedIn.
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