Report Gallery

Getting Started

We have created a library of templates that you can access directly from your spreadsheet. After installing the Demand Sage plugin and authenticating with your Hubspot account. Navigate to Add-ons > Demand Sage > Report Gallery:

You will see the following screen pop up and show you the list of the available reports. The report gallery provides you with an overview of the reports available and the ability to import these into your spreadsheet.

Reports Available

Summary Report

The summary report consists of different tables that will allow you to get a daily general overview of what is happening with your contacts and pipelines. It consists of 4 high-level reports that allow you to understand how many contacts you are generating, the status quo of your pipeline, and different conversions in your marketing & sales funnel.

Questions you can answer?