For you to able to report from your HubSpot data you first need to sync your data in Sources
Your data will be updated automatically every hour and you will be able to push a real time update any time you want clicking on the "update button"
Once you synced your HubSpot Data you have to create Metrics to then report on them in your Dashboards
You will be able to report on:
- Number of Contacts
- Number of Companies
- Number of Deals / Sum of Deals Value / Average Deals Value
- Number of Calls / Sum of Deals Calls / Average Deals Calls
- Number of Meetings / Sum of Deals Meetings / Average Deals Meetings
- Number of Notes
- Number of Tasks
Also, you will be able to filter each Object with any property created in that Object or created in any Object associated
In the next video I will explain how to create Pipeline reports:
If you want to create cohort pipeline reports, you can find out how in the next video: