HubSpot Email Reporting & Analytics Setup

Service Scope

HubSpot Email Reporting & Analytics Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and the marketing email performance data available in the account.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Email Reporting Framework

We review the business's email objectives, available historical sends, key engagement metrics, delivery indicators, campaign structure, and the reporting tools available in the active HubSpot plan.

• Sent and delivered email
• Open and click metrics
• Bounce and unsubscribe trends
• Spam reports and email health
• Campaign or segment comparisons

Configure Practical Email Reporting

We organize the available HubSpot email performance views and configure up to five custom reports or dashboard components where supported by the client's plan.

• Marketing email performance review
• Email health and delivery review
• Up to 5 custom reports or dashboard components
• Campaign comparison views
• Recipient or segment analysis where available

Testing and Validation

We verify that the selected reports use the intended date ranges, email properties, filters, and available source data, then document any limitation caused by plan level or missing historical activity.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot email reporting framework
• Marketing email performance review
• Email health and delivery review
• Up to 5 custom reports or dashboard components where supported
• Campaign comparison setup
• Key metric definitions
• Reporting validation
• Implementation summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Existing HubSpot marketing email activity or approved sample data
• Defined business KPIs
• Access to custom reporting features if custom reports are requested

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Full analytics implementation outside HubSpot
• Custom data warehouse development
• External BI platform setup
• Historical-data reconstruction
• Ongoing monthly reporting
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue