Create custom HubSpot dashboard reports based on your text messaging activity, using the custom HubSpot contact properties created by the Sakari integration.
This article covers how to create the most common text messaging reports in HubSpot.
Note: Some reports require setting up HubSpot workflows to populate the Total SMS Sent and Total SMS Received SMS quantity properties: Populate the SMS Sent Quantity and SMS Received SMS Quantity properties in HubSpot
Total SMS Sent by Contact Owner (Donut Chart)
The sum of text messages sent by Contact Owner.
Configuration
1. In HubSpot, in the top navigation menu go to Reports > Dashboards.
2. Click the Create Custom Report button in the top right.
3. Select a Single Object report type using Contacts.
4. On the Data tab, add the SMS Sent Quantity contact property.
5. Click the Visualization tab, select the Donut chart type.
6. In the Displaying section add the Contact Owner property.
7. In the Measured by section, add the SMS Sent Quantity property.
Total SMS Received by Contact Owner (Donut Chart)
The sum of text messages received by Contact Owner.
Configuration
1. In HubSpot, in the top navigation menu go to Reports > Dashboards.
2. Click the Create Custom Report button in the top right.
3. Select a Single Object report type using Contacts.
4. On the Data tab, add the SMS Received Quantity contact property.
5. Click the Visualization tab, select the Donut chart type.
6. In the Displaying section add the Contact Owner property.
7. In the Measured by section, add the SMS Received Quantity property.
Count of Contacts by date of last SMS sent
The count of contacts based on the last text message sent date.
Configuration
1. In HubSpot, in the top navigation menu go to Reports > Dashboards.
2. Click the Create Custom Report button in the top right.
3. Select a Single Object report type using Contacts.
4. On the Data tab, add the Message Sent At contact property.
5. Click the Visualization tab, select the Line chart type.
6. In the Display section add the Message Sent At property.
7. In the Measured by section add the Count of Contacts.
Total SMS Sent/Received by Contact Owner
The sum total of text messages sent and received by Contact Owner.
Configuration
1. In HubSpot, in the top navigation menu go to Reports > Dashboards.
2. Click the Create Custom Report button in the top right.
3. Select a Single Object report type using Contacts.
4. On the Data tab, add the SMS Received Quantity and SMS Sent Quantity contact properties.
5. Click the Visualization tab, select the Table chart type.
6. In the Displaying section add the Contact Owner property.
7. In the Measured by section add the SMS Received Quantity and SMS Sent Quantity properties.
Contacts Opted-Out by Date
The count of contacts that have opted out of text messaging by date.
Configuration
1. In HubSpot, in the top navigation menu go to Reports > Dashboards.
2. Click the Create Custom Report button in the top right.
3. Select a Single Object report type using Contacts.
4. On the Data tab, add the Opted Out contact property.
5. Click the Visualization tab, select the Line chart type.
6. In the Displaying section add the Opted Out property.
7. In the Measured by section add the Count of Contacts property.