9 Custom Reporting Tools For Your Marketing Team

When you’re reporting on your data, sometimes a pre-built dashboard, spreadsheet, or template is all you need. But what if your current tool doesn’t come with a pre-built report that fits your needs or includes the metrics and dimensions that you want to use?

Then a custom reporting tool is helpful.

What are custom reporting tools?

Custom reporting tools provide the ability to create personalized and unique (or custom) reports on your data. In addition to choosing the data to show on your report, you can also customize a report’s metrics, dimensions, appearance, and more.

There are a number of custom reporting tools available today, including options that have other benefits, such as: B. No coding required, easy installation, different price plans, support and integrations (e.g. for data analysis and approval with a click of the mouse).

Many custom reporting tools like HubSpot often come with pre-built templates and dashboards for when you don’t need or want to customize your report.

Here are 9 custom reporting tools to get you started.

1. HubSpot Marketing Analytics software

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HubSpot helps marketers find a combination of customer insights and data to better understand what works and what doesn’t among audience members. All these insights and reports are available to you – in addition to your CRM – without SQL.

Custom Report Builder gives you access to all of your data in one place without the need for spreadsheets. Use the custom builder to organize all of your business data including contact, company, business, marketing email, landing page, and blog engagement data.

Other unique features:

• Use custom objects to collect your unique business data, create new segments, create custom reports, campaigns and workflows.
• Create custom, shareable dashboards to display all of your metrics on one screen with a drag-and-drop editor with no code.
• Report on data unique to your company, such as: B. Product usage or inventory data.
• Use behavioral events to track custom interactions unique to your business and to indicate when a customer is ready to take the next step in the buyer’s journey (and then trigger or close the next touch point after that event is complete to plan).
• Associate every customer interaction with a contact in your database and associated revenue generated using the revenue allocation reporting feature.
• Monitor the effectiveness of your marketing and sales efforts in the Account Based Marketing (ABM) dashboard and adjust your playbook accordingly to reach your accounts with the highest value.

2. Ask for sage

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Easily move your HubSpot reporting and analytics data to Google Sheets with Demand Sage. The tool offers custom and automated reports with automatic data synchronization and pre-built dashboards and templates.

Other unique features:

• Make your data very specific by creating record-level reports.
• View your data the way you want with Demand Sage’s no-code analysis and table builder.
• Install the free Demand Sage add-on, click Start on the add-ons menu, and start creating custom reports right away.
• Integrate Demand Sage with your HubSpot CRM and marketing software.

3. Cyfe

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Cyfe is a tool for creating fully customized business dashboards for monitoring, viewing and analyzing your data. The tool is described as an all-in-one dashboard because you can monitor it everything your company’s data, including (but not limited to) sales, web analytics, social media and support.

Other unique features:

• Create benchmarks to measure your progress against your business goals. Then receive notifications from Cyfe when certain benchmarks are met (via email or SMS).
• Customize all aspects of your report including the domain name, background, logo, and colors.
• View data from multiple sources (e.g. Google, Facebook, Mailchimp) by accessing Cyfe’s app ecosystem of 1,500+ apps.
• Customize dashboards with data from your SQL database.
• Integrate Cyfe with your HubSpot CRM, marketing and sales software.

4. Supermetry

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With SuperMetrics, you can easily move your marketing and sales data to Google Sheets, Microsoft Excel, Google Data Studio, BigQuery, API, Snowflake and Uploader. Once you’ve got your data into one of these products, you can fully customize your reports using the Supermetrics templates.

Other unique features:

5. Domo

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Domo is a business cloud that allows you to easily integrate and visualize your data, as well as use (or create) intelligent apps to customize reports so that they are valuable to your team.

Your interactive and customizable reports are updated in real time. Based on the type of data you bring into Domo, the tool recommends certain visualizations that it believes are best suited to display your information.

Other unique features:

• Customize your reports by annotating charts, adding governance tools for your team, and refining the data points that matter most to you.
• Combine all of your marketing and sales data to create insights and action plans based on the real-time information in your dashboards.
• Determine how the various aspects of your dashboard interact with custom links / filters.
• Integrate Domo with your HubSpot CRM.

6. Dear Lucy

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Dear Lucy is a B2B sales dashboard. Pick the metrics that matter most to your team and bring them into a single dashboard to view your data. View pipeline-based or activity-based forecasts on your dashboard so you know what to expect in relation to the goals you’ve set.

Other unique features:

• Customize your entire dashboard with the drag and drop editor to see the metrics and data that matter most to you.
• Use the red and green light feature to get notified when your team is on target or falling behind so you can make the necessary adjustments.
• Define clear goals for activities, sales, supply base and hit rate to compare your performance with the goals.
• Customize the way you filter your data for your reports (e.g. by customer type) so that it is tailored to your team and goals.
• Integrate Dear Lucy with your HubSpot CRM, marketing and sales software.

7. Analytics Booster

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Bring your HubSpot contact information into Google Analytics with ease with Analytics Amplifier. Add Google Analytics HubSpot field properties or custom behaviors (e.g. lifecycle stage, offers won, unsubscribe via email) to the ad. You can use this tool to streamline your business pathways and promote business intelligence by providing access to data about your contacts in Google Analytics.

Other unique features:

• View your HubSpot object-level data metrics including lifecycle set, deals won, persona set, lead score, number of related deals, lead status, email unsubscribes, and NPS rating.
• Create and generate rich, custom reports in Google Analytics using HubSpot’s contact information to understand how your contacts and customers interact and interact with your company.
• Use insights from your reports to reach people who look like members of your target audience.
• Integrate Analytics Amplifier into your HubSpot CRM, your marketing software and your CMS.

8. Ultimate data export

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With the ultimate data export from Datawarehouse.io, you can export all your data – such as contacts, offers, web analyzes, tickets and emails – to Excel. You can also back up, restore, query, synchronize, integrate, analyze and share your data. This tool is ideal for users who want to move data from HubSpot to a platform of their choice at a low cost.

Other unique features:

• Export all data from your HubSpot system (e.g. contacts, companies, business history, web analytics, owners, campaigns, engagements, emails, products, tickets, forms, pipelines, etc.) and display them in a custom report in Excel.
• Connect to business intelligence tools like Tabelau and PowerBI for deep insights into your data.
• Integrate the ultimate data export with your HubSpot CRM, marketing and sales software.

9. Google Analytics

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Google Analytics has a custom reporting feature that allows you to choose the dimensions (e.g., city) and metrics (e.g., page views) for your report and how you want this data to be displayed. If you are a Google / Google Analytics user or use a reporting tool with a Google Analytics integration, custom reports are easily accessible for you.

Other unique features:

• Export and share custom reports in seconds.
• Choose from a list of unique dimensions and metrics for your custom reports.
• Create categories to organize your custom reports into groups for easy access.
• Use the Custom Tables feature to save your custom reports if you are an Analytics 360 user.

There are many custom reporting tools available today that can help you gain valuable insights and analyze all of your company’s data. So, as you try to determine the best option for your team, think about the types of data you want to delve into, where you want to report and analyze, and how you want to share and distribute that information.