#12 Running reports

DepositFix lets you keep track of your revenue and payment form performance by using HubSpot reports

#12 Running reports

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How to run reports

HubSpot has some pretty neat reporting in place to keep track of sales and deals. Since DepositFix lets you create deals after each financial transaction, you can then use HubSpot reports to stay on top of revenue and payment form performance.

What to report on

You can run many different kinds of reports across various channels. For example, you can track your revenue month over month. Or, if you're selling different products, group the revenue by product type. You can also run cross-object (deal and contact) reports and attribute revenue to different marketing campaigns.

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