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Dashboards
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- Create and manage your dashboards
- Customize your dashboard
- Drill down into dashboard reports
- Embed external content on a dashboard
- Limit access to your HubSpot assets
- Report on revenue
- Share or export reports and dashboards
- Understand different chart types in HubSpot reports
- Use dashboard filters
- Use dashboards in the mobile app
Data Management
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- Create and use datasets
- Create and use summary functions in datasets
- Create custom events
- Create custom events codelessly with the event visualizer
- Define your data model with templates
- Import CSV files to create datasets
- Manage custom events with HubSpot event health
- Manage objects in the object library
- Receive a weekly data quality digest
- Beta Save dataset fields as CRM properties (BETA)
- Track your CRM data usage
- Use data join in datasets
- View a model of your CRM object and activity relationships
Goals
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- Beta Create a forecast to view multiple outcomes
- Create a goal template
- Create custom goals
- Create marketing goals
- Create sales goals
- Create service goals
- Beta Improve forecasting with AI projections (BETA)
- Report on goals
- Set up goal permissions
- Track the accuracy of forecasts
- Understand goals
- Use the forecast tool
- View and manage your goals
Reports
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- Add conditional formatting to tables in reporting
- Analyze and manage events with the legacy events tool
- Analyze contacts with contact reports
- Analyze cookie consent banner interactions
- Beta Analyze performance for all pages (BETA)
- Analyze your sales content with the sales content analytics tool
- Analyze your site traffic with web traffic analytics
- Compare date ranges in the custom report builder
- Connect HubSpot and Snowflake Data Share
- Create a property change event (BETA)
- Create a report with journey analytics
- Create and use datasets
- Create and use summary functions in datasets
- Create attribution reports
- Create custom (legacy) funnel reports
- Create custom analytics views
- Create custom funnel reports (BETA)
- Create custom reports
- Create custom single object reports
- Beta Create formula fields in the custom report builder (BETA)
- Beta Create reports on an object index page (BETA)
- Create reports using AI
- Create reports with the custom report builder
- Create sales goals
- Create sales reports with sales analytics
- Create service goals
- Create service reports with service analytics
- Beta Create subscription reports with subscription report collections (BETA)
- Create tracking URLs
- Customer journey report steps and filters
- Data collected by the HubSpot tracking code
- Edit report filters
- Exclude HubSpot crawlers from your third-party analytics software
- Frequency of HubSpot analytics updates
- Funnel (legacy) report types
- HubSpot analytics and Google Analytics don't match
- Manage reports in your reports list
- More direct traffic in sources report than expected
- Query HubSpot data in Snowflake
- Receive a weekly data quality digest
- Report on chat and email conversations
- Report on revenue
- Report on tracked terms in transcripts
- Beta Save dataset fields as CRM properties (BETA)
- Select interaction types for your attribution reports
- Set up an accounts receivable dashboard using invoice reports
- Track recurring revenue in HubSpot
- Tracking URL sessions are not appearing in your traffic analytics
- Traffic considerations when hosting your site on HubSpot
- Understand attribution reporting
- Understand HubSpot's traffic sources in the web traffic analysis tool
- Understand the custom report builder
- Use a report from the report library
- Use data join in datasets
- Use marketing reports in the marketing analytics suite
- Use the data quality command center
- Beta View AI-assisted insights for reports (BETA)
- Web traffic analytics | Frequently asked questions