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Lesson 11: Running reports in HubSpot

Lesson 11: Running reports in HubSpot

DepositFix's latest update enhances reporting capabilities with advanced filtering options, detailed transaction analysis, and data grouping features. You can now access revenue insights over customizable date ranges, drill down into specific transactions, export data to CSV, and view comprehensive sales details per product and contact. This update streamlines financial analysis, enabling more informed decision-making.

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Lesson 11: Running reports in HubSpot

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This new version provides users with a comprehensive overview of revenue over selectable date ranges.

Key Features Include:

  • Advanced Filtering: Users can filter data by various criteria, including products, discount statuses, and more.
  • Data Grouping: Organize data by different objects, such as specific forms or discounts used.
  • Detailed Transaction Analysis: Drill down into specific transactions, for instance, viewing sales of a particular product in a specified month.
  • Export Capabilities: Easily export detailed transaction data to a CSV file for further analysis.
  • Sales Insights: Access total sales per product directly on the product pages and view associated contact sales information.
lessons
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13
 lessons

Lesson 1: How to create products | This is what you sell

Master product management in DepositFix with new product creation, customizable pricing, subscription models, trial periods, and zero-amount deposits for payment info capture. Explore advanced pricing for early bird and bulk discounts.
03:18

Lesson 2: Creating payment forms | This is how you sell

Create custom forms to collect info and process payments, integrating with HubSpot or DepositFix. Add products, enable quantity changes, apply discounts, and set sales taxes. Simplify payments with various methods and easy sharing.
03:37

Lesson 3: Connecting payment gateways | This is how you get paid

Integrate various payment gateways like CardConnect, Stripe, PayPal, and Authorize.Net with DepositFix. Test transactions, connect gateways, and offer multiple payment methods including credit cards and bank transfers.
02:08

Lesson 4: Accept Donations

Learn effective strategies for receiving donations and setting up various payment methods with DepositFix. Ideal for nonprofits seeking streamlined donation processing.
01:40

Lesson 5: Discounts

Create and manage discount codes to boost marketing, track engagement, and refine strategies. Learn to set promo codes with fixed amounts, percentages, and trial days. Set expiration, limit uses, and specify eligible items. Generate dynamic discounts for mass distribution.
03:52

Lesson 6: Tax

Set up sales tax with static rates or automatic calculations based on client location. Ensure accurate tax with company and client address settings, adjusting for same-state clients.
00:59

Lesson 7: Invoices

Generate detailed invoices for each transaction, including discounts and taxes. Download PDFs, issue refunds, and integrate with HubSpot for easy sharing of invoices and PDF links with clients.
00:40

Lesson 9: HubSpot integration overview

In HubSpot, DepositFix creates timeline events, as well as custom contact and deal properties
04:40

Lesson 10: Deals in HubSpot

DepositFix lets you create deals after each payment to store your customer's payment history
01:17

Lesson 12: Customer lists in HubSpot

Master customer segmentation using DepositFix. Learn to create lists from payment details in HubSpot for targeted marketing and customer engagement.
02:26

Lesson 13: Integration with HubSpot workflows

DepositFix works great with HubSpot workflows and allows you to automate followup emails
03:27
11
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Lesson 1: How to create products | This is what you sell

2

Lesson 2: Creating payment forms | This is how you sell

3

Lesson 3: Connecting payment gateways | This is how you get paid

4

Lesson 4: Accept Donations

5

Lesson 5: Discounts

6

Lesson 6: Tax

7

Lesson 7: Invoices

9

Lesson 9: HubSpot integration overview

10

Lesson 10: Deals in HubSpot

11

Lesson 11: Running reports in HubSpot

12

Lesson 12: Customer lists in HubSpot

13

Lesson 13: Integration with HubSpot workflows

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DepositFix helps businesses automate and streamline their billing and payment processes, making it easier to send invoices, accept payments, and track revenue, all while reducing manual work and improving cash flow.
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