This is the complete deck from my talk at INBOUND18.
I go through the following 11 reports categorised into 6 different strategies:
* Strategy I: Use Custom Number and Date Properties
* Strategy II: Take Snapshots
* Strategy III: Create Reporting Buckets
* Strategy IV: Create Loops with Workflows
* Strategy V: Use Hidden Fields
* Strategy VI: Use Zapier
4. 11 REPORTS
R E C E N T P R I C I N G
P A G E V I E W
1 3
C O N V E R S I O N S
U N T I L M Q L
2
C O N V E R S I O N S
B Y B R A N D
T I M E I N L I F E -
C Y C L E S T A G E
6
L E A D S C O R E
C A T E G O R I E S
5
R E V E N U E A F T E R
6 0 , 1 2 0 , 1 8 0 D A Y S
4
7
T I M E I N L I F E C Y C L E
S T A G E 2 . 0
C O N V E R S I O N S B Y
D A Y O F W E E K
9
R E C E N T
S O U R C E
8
R E C E N T
B R O W S E R
1 0
S I M P L E C A L C U L A T I O N
W I T H Z A P I E R
1 1
5. 6 STRATEGIES
T A K E
S N A P S H O T S
I I
U S E C U S T O M
N U M B E R & D A T E
P R O P E R T I E S
I
C R E A T E
R E P O R T I N G
B U C K E T S
I I I
U S E Z A P I E R
V I
U S E H I D D E N
F O R M F I E L D S
V
C R E A T E
L O O P S W I T H
W O R K F L O W S
I V
26. LIFE HACKS
Don’t waste your money
on a GPS system!
Just order a taxi to your
destination and drive
behind it in your car.
I N S P I R E D B Y @shittylifetips
37. LIFE HACKS
Image source: fantafano
Don’t waste time
brushing your teeth!
Add toothpaste to
your food instead.
@shittylifetips
I N S P I R E D B Y @shittylifetips
107. +
HUBSPOT ONLY – HACKS
R E C E N T P R I C I N G P A G E V I E W
1
C O N V E R S I O N S B Y B R A N D
2
STRATEGY I: NUMBER & DATE PROPERTIES
STRATEGY II: SNAPSHOTS
R E V E N U E A F T E R 6 0 , 1 2 0 , 1 8 0 , 3 6 0 D A Y S
4
C O N V E R S I O N S U N T I L M Q L
3
108. +
HUBSPOT ONLY – HACKS – CONT.
L E A D S C O R E C A T E G O R I E S
5
T I M E I N L I F E C Y C L E S T A G E
6
STRATEGY III: REPORTING BUCKETS
STRATEGY IV: WORKFLOW LOOPS
T I M E I N L I F E C Y C L E S T A G E 2 . O
7
STRATEGY V: HIDDEN FORM FIELDS
R E C E N T S O U R C E
8
109. HUBSPOT & JAVASCRIPT
+
C O N V E R S I O N S B Y D A Y O F W E E K
9
R E C E N T B R O W S E R
1 0
STRATEGY V: HIDDEN FORM FIELDS
110. HUBSPOT & 3RD PARTY (ZAPIER)
S I M P L E C A L C U L A T I O N E X A M P L E :
P R O J E C T E D V S A C T U A L R E V E N U E1 1
STRATEGY VI: ZAPIER
+