blog post

Drive Results and Optimize Your Business for Success With the Best HubSpot KPIs

Florian Cabirol
February 24, 2024
| Lastest update
February 26, 2024
Drive Results and Optimize Your Business for Success With the Best HubSpot KPIs

Quick steps to create a Hubspot report with Google Sheets:

You can easiliy create a Hubspot report following this step :

  1. Get informations from the data integration from our Hubspot connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your Hubspot data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
Connect Google Sheet to Facebook Ads
Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a Hubspot report with Looker Studio:

You can easiliy create a Hubspot report following this step :

  1. Get informations from the data integration from our Hubspot connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for Hubspot at the end of the page.

The tutorial

Quick steps to create a Hubspot report with PowerBI:

You can easiliy create a Hubspot report following this step :

  1. Get informations from the data integration from our Hubspot connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for Hubspot at the end of the page.

The tutorial

With hundreds and thousands of startups launched every day, customer experience is the only thing that helps your business stand out from the competition. According to statistics, around 90% of customers today are not just willing but eager to spend more with brands that offer personalized customer services. This is where HubSpot comes in, an all-in-one customer platform that connects marketing, sales, content management, and customer service.

In other words, the software offers everything you need to reach your customers right where they are — from targeted marketing campaigns to sales pipelines and streamlined customer services. However, to truly capitalize on your efforts and drive meaningful results, you need to monitor and measure the best HubSpot KPIs over time.

HubSpot software showing a reporting dashboard

These tangible insights help businesses identify loopholes for improvement, make data-driven decisions, and optimize their campaigns to meet and exceed the expectations of their customers. In this blog, we’ll list down some of the best HubSpot KPIs you should measure to get the most out of your marketing, sales, and customer service efforts. So, read on.

What Does HubSpot Do?

HubSpot is a customer engagement and CRM (Customer Relationship Management) solution designed to help businesses manage their marketing, sales, and customer service efforts. The platform has a robust marketing automation feature that lets you manage all your marketing needs, from lead management and analytics to email marketing.

Plus, the sales dashboard lets businesses draft personalized messages tailored to customers, engaging them better and driving up conversion rates. HubSpot also has a collection of email templates and tracking features that allow teams to monitor when leads open the emails, allowing timely follow-ups to increase sales efficiency. Apart from this, you’ll get a built-in CRM to access all your contacts in no time.

The Best HubSpot KPIs: Streamline Your Internal Processes With Actionable Insights

Sales Metrics

Sales Volume

As one of the best HubSpot KPIs for businesses, sales volume gives you a birds-eye view into the demand for your product across different regions. This metric is especially beneficial for companies that have stores in multiple locations, as it allows them to analyze sales volumes across physical outlets and online transactions.

Plus, by measuring sales volumes across physical stores, businesses can conduct A/B testing to optimize their sales strategies. For example, if locations A and B show similar sales in February, you can introduce a promotional sale in one unit in March. This will help you analyze the results of promotions and discounts on sales volume.

Cross-Sell and Upsell Rates

The best customers you can sell to are existing customers, making cross-sell and upsell rates a key metric to measure in your digital marketing report. These rates give businesses a bigger picture of how effective their sales strategies are, and in turn, help them maximize revenue from existing customer bases. See, in any CRM, the most qualified leads are existing customers; thus, on average, a company should aim for 30% of its total revenue to come from expansion efforts (upsells, cross-sells, and renewals).

To improve cross-sell and upsell rates, sales representatives should take the time to track their performance in these areas. Analyzing this data will help them identify patterns and preferences among different customer segments, helping sales reps draw tailored products or service pitches. Specifically, cross-selling works well for considered purchases, which have higher customer engagement and costs.

For the best bundle, you can consider offering low-cost accessories related to the main product, such as small add-ons for toys. Here are a few more examples of effective cross-selling bundles:

  • Giving a discounted deal on a computer case and mouse on laptop purchase
  • Selling a personal training package or supplements with gym membership
  • Including travel-sized toiletries (a neck pillow or luggage lock) with travel tickets

Sales Cycle Length

The sales cycle represents the average time taken for a prospect to convert into a paying customer after going through the sales pipeline. As one of the best HubSpot KPIs for sales teams, this metric tells you how efficient the sales process is, and in turn, helps guide informed decisions. Plus, it also aids businesses in identifying high-volume days.

In addition, by understanding the usual length of a sales cycle, businesses can prepare beforehand for months of increased sales volume — leading to efficient allocation of resources and manpower. With insights about the time it takes for leads to convert, you can adjust your inventory levels to meet expected demand, thereby boosting operational efficiency.

Marketing KPIs

Customer Acquisition Cost (CAC)

Measuring the amount of money required to convert potential leads into actual customers, the Customer Acquisition Cost (CAC) is one of the best HubSpot KPIs to guide marketing strategies. It allows you to access the profitability of your customer acquisition efforts; if the cost of gaining a customer exceeds the revenue generated from that customer, you may have an unstable business model.

Plus, the CAC provides insights into the effectiveness of a company’s marketing channels and campaigns. For instance, if you’re running ads on Instagram and Facebook both, accessing this metric helps you identify the channel with the best return on investment (ROI). Thanks to this data-driven approach, companies can focus their efforts on channels that bring the most cost-effective customer acquisitions.

Return on Investment (ROI)

Return on investment (ROI) is defined as the amount of money a company gains compared to its marketing expenses. This metric helps you identify which marketing campaigns yield the highest return, and thus, optimize future strategies. To calculate the ROI of a marketing plan, all you need to do is subtract your marketing cost from sales revenue and divide the result by the marketing expense.

For example, if a business has been running a $1,200 marketing campaign for 4 months, and the average sales during this period amounted to $3,600, its marketing ROI would be 200% ($3600 - $1200/$1200). For businesses who have a low ROI, here are a few ways to fix it:

  • Allocate a portion of ad revenue back into ads to generate more leads
  • Focus on actionable sales metrics (lifetime value, email opt-in rates, acquisition cost)
  • Identify areas to reduce overhead costs to ensure the right allocation of resources
  • Set realistic expectations for investments and campaigns by considering factors like competition, market conditions, and business objectives

Marketing Qualified Leads (MQL)

Marketing qualified leads (MQL) represent leads that have engaged with the company and are more likely to become paying customers in the future compared to others. By measuring the MQLs, a business gets valuable insights into the quality and quantity of leads generated, measuring the effectiveness of its marketing strategies.

By comparing MQLs to sales-qualified leads (SQLs), the marketing team can analyze conversion rates and identify loopholes for improvement in the lead nurturing process. This helps refine sales strategies to focus on leads with a higher potential for conversion, improving resource allocation and overall efficiency.

Here are a few examples of actions an MQL may take:

  • Downloading resources like eBooks, whitepapers, or guides
  • Requesting a demo for a product or service
  • Subscribing to the company’s newsletter
  • Visiting the website frequently
  • Clicking on advertisements (social media or search engines)

Conversion Rate

Measuring the number of leads who converted into customers, the conversion rate is among the best HubSpot KPIs for measuring the effectiveness of your marketing efforts. This metric reflects the percentage of visitors who completed the desired action such as filling up a form, signing up for a subscription, or making a purchase.

On average, businesses across the globe have a conversion rate of 2%-5%. If your numbers are falling below this benchmark, your website/product page might be failing to engage visitors or your offer might not be compelling enough to prompt action. Here are a few ways to fix a below-average conversion rate:

  • Add a LiveChat option on your website to encourage real-time conversation
  • Display testimonials, customer reviews, or social media mentions on your product/service
  • Improve the page loading speeds of your website to offer seamless browsing
  • Opt for a mobile-friendly website design with little/no distractions (popups or ads)
  • Integrate clear and compelling call-to-actions (CTAs)

Catchr: Your One-Stop Shop for Analyzing the Best HubSpot KPIs

Measuring the best HubSpot KPIs gives businesses valuable insights into the performance of their sales, marketing, and customer service efforts. This helps teams track progress toward their goals in real-time, whether its generating qualified leads, increasing website traffic, or enhanced customer satisfaction.

However, given the fast-paced marketplaces today where data-driven decisions are more important than ever, manually extracting all HubSpot KPIs may be a time-consuming task. But don’t worry; Catchr is here to help — offering an all-in-one solution for integrating, visualizing, and analyzing HubSpot data in no time. Thanks to its intuitive dashboard, you can now access all the metrics that matter at a glance, including conversions, CTR, CPA, and more.

Plus, the platform lets you filter and customize data according to your business objectives, helping you to create custom fields for data analysis. Apart from this, Catchr integrates with all the popular platforms, including Looker Studio, PowerBI, and Tableau, helping brands reach their customers in the most efficient and data-driven manner.

Empower your Marketing data analysis
Discover +50 connectors to import your Marketing data into your favorite dashboard tool! Unlock instant data integration with Catchr's no-code feature – no IT team required!
Start your free trial!

All your marketing data on

Build dashboard with your different marketing data and track all the essential KPIs.

Start your free trial!
Keep an eye on your data

Connect your Hubspot data to Google Sheets thanks to Catchr's no code connector!

Start your free trial!
Need a clearer view of your marketing data?
Unlock your free Looker Studio dashboard template for from a collection of +50 stunning designs. Elevate your data visualization!
Get it for free
Need a clearer view of your marketing data?
Unlock your free Power BI dashboard template from a collection of stunning designs. Elevate your data visualization!
Get it for free
Need a clearer view of your marketing data?
No items found.
No items found.
Need a clearer view of your marketing data?

Unlock your free Template Hubspot Overview dashboard template for Looker Studio from a collection of +50 stunning designs. Elevate your data visualization!

Get it for free

Bonus : Your free Template Hubspot Overview Template

In this Hubspot template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

No items found.

In this Hubspot template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

Unlock Insights with Style!

Transform your marketing data into stunning dashboards.

Integrate, visualize, and impress with Catchr's seamless dashboards. Elevate your data game now!
Build your first report
14 days free-trial - No credit card required 🎉

More blog post about Hubspot