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Academy Short | How to Create a Custom Report

Jaycee_Lewis
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Data is power, but only if you can actually read it. If you're relying solely on standard dashboards, you might be missing the deeper insights that drive real strategy—like knowing exactly which contacts are generating the highest deal values. Watch the full video to start building reports that answer your specific business questions! 

 

In this Academy On-the-Go video, HubSpot Academy

Instructor Jorie Munroe walks you through the Custom Report Builder. You'll move beyond the basics and learn how to build a report from scratch, specifically calculating the average deal size per contact. Learn how to select your data sources (Contacts + Deals), configure your axes, and apply the right filters to ensure your data is clean and actionable.