How can I create Salesforce Reports Based on HubSpot contact information? (pt-br)

Below, you can find a few examples of reports you can build in Salesforce using HubSpot data.

Before creating these reports, you'll want to map over the Original Source and Original Source Drill-Down 1 properties from HubSpot to Salesforce. Find instructions for this here. 

Individual Owner Contact/Lead View

For Leads:

• Within Salesforce, navigate to Reports.
• Click on the New Report... button. 
• Select the Leads folder and the Leads report type, then click Create.
• Select All Leads from the Show dropdown.
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button agan and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Change the Report Format to Matrix.
• Drag Lead Owner from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
• Click Run Report and save your report.

For Contacts:

• Within Salesforce, navigate to Reports. 
• Click on the New Report... button. 
• Select the Accounts & Contacts folder, then select the Contacts & Accounts report type.
• Click Create.
• Select All Accounts from the Show dropdown. 
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button agan and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Change the Report Format to Matrix.
• Drag Contact Owner from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
• Click Run Report and save your report. 

Leads Generated by HubSpot by Source

• Within Salesforce, navigate to Reports. 
• Click on the New Report... button. 
• Select the Leads folder and the Leads report type, then click Create.
• Select All Accounts from the Show dropdown. 
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Change the Report Format to Matrix.
• Drag HubSpot Original Source from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
• Click Add chart to set up a visual chart of your data. 
• Click Run Report and save.

HubSpot Generated Leads by Status

• Within Salesforce, navigate to Reports. 
• Click on the New Report... button. 
• Select the Leads folder and the Leads report type, then click Create.
• Select All Accounts from the Show dropdown. 
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Change the Report Format to Matrix.
• Drag Lead Status from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
• Click Add chart to set up a visual chart of your data. 

• Click Run Report and save.

Opportunities from HubSpot by Stage

• Within Salesforce, navigate to Reports. 
• Click on the New Report... button. 
• Select the Opportunities folder and the Opportunities with Contact Roles report type, then click Create.
• Select All Opportunities from the Show dropdown. 

• Select Any from the Include dropdown.
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Change the Report Format to Matrix.
• Drag Stage from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
• Click Add chart to set up a visual chart of your data. 
• Click Run Report and save.

Won Opportunities Generated by HubSpot

• Within Salesforce, navigate to Reports. 

• Click on the New Report... button. 
• Select the Opportunities folder and the Opportunities with Contact Roles report type, then click Create.
• Select All Opportunities from the Show dropdown. 
• Select Any from the Include dropdown.
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Click the Add Filter button again and set another filter for Stage equals "Closed Won."
• Change the Report Format to Matrix.
• Drag Close Date from the left sidebar and add it as a column grouping (where you see Drop a field here to create a column grouping).
• Click Add chart to set up a visual chart of your data. 
• Click Run Report and save.

Revenue Generated by HubSpot

• Within Salesforce, navigate to Reports.
• Click on the New Report... button. 
• Select the Opportunities folder and the Opportunities with Contact Roles report type and click on Create. 
• Select All Opportunities from the Show dropdown. 
• Select Any from the Include dropdown.
• Select Created Date from the Date Field dropdown.
• Set the Range to All Time.
• Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
• Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
• Click the Add Filter button again and set another filter for Stage equals "Closed Won."
• Change the Report Format to Matrix.
• Drag Amount from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
• Click Add chart to set up a visual chart of your data. 
• Click Run Report and save.

Revenue Generated by Campaign

• Within Salesforce, navigate to Reports.
• Click on the New Report... button. 
• Select the Campaigns folder and the Campaigns report type, then click on Create.
• Select All Campaigns under the Show dropdown.
• Change the Report Format to Summary. 
  
• In the Preview section, click on the Show dropdown and click on Details to display the report details.
• Drag Total Value Won Opportunities from the left sidebar and drop it onto one of the campaign rows.
• Click the dropdown arrow in the Total Value Won Opportunities header and select Summarize this field...
• Check the box under Sum, then click Apply.

• Click on Add Chart and set the Sum of Total Value Won Opportunities as the Y-Axis and Campaign Name as the X-Axis.
• Click Run Report and Save.