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Datasets

Curate your HubSpot data into approachable collections to save your ops team time, and enable fast, easy, consistent reporting.

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  • This feature is only available in premium editions of HubSpot software. See the pricing page for more information.
    • Save your ops team time by running your own reports quickly and easily
    • Calculate values directly within reports to get deeper customer insights and keep your CRM clutter-free
    • Sync your HubSpot data to Snowflake if you’d prefer to curate and analyze data in a third-party business intelligence tool

  1. Regain control over your data.

    As your business scales, your data proliferates. More objects, more fields, more metrics. It gets harder and harder for business users to build meaningful reports. Too often, they’re forced to lean on ops teams and analysts to answer one-off reporting requests. The result: slow, inconsistent, and often ad-libbed reporting for business users, and a reactive ops team struggling to stay afloat.

    With datasets in Operations Hub Enterprise, ops teams can curate data into clean and consistent collections that can then be used by downstream users to create reports. This saves ops teams time and gives them more control over their data, and gives their downstream business users faster, easier, and more consistent insights.

  1. Align around the right data.

    As your company grows, your CRM database grows, too. You create new objects and fields to store new customer insights. New data unlocks new opportunities for personalization. But it can make building reports feel unapproachable to everyday business users.

    With datasets, ops teams and other data leaders can pre-select the most important properties for every internal audience to ground their reports, so every team is working with the most relevant data. Every business user can create compelling reports for themselves, which means better business insights and time saved for ops.
    Datasets Feature Page - Screenshot 2

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    Datasets Feature Page - Screenshot 2

  2. Calculate new metrics for deeper insights.

    Your customer data speaks for itself. But sometimes, a bit of mathematical prowess can surface even richer insights.

    Calculations in datasets enable you to unlock deeper perspectives. Derive date differences like time to first conversion, sales cycle speed, email engagement rates, sales commissions, profit margins, and more, directly within your reports — no need to bog down your database with extra properties.
    Datasets Feature Page - Screenshot 1

    Click to enlarge
    Datasets Feature Page - Screenshot 1

  3. Build beautiful custom reports in seconds.

    With curated data and crafted calculations in tow, every business user is empowered to create their own reports and dashboards.

    Using your dataset as a starting point, build compelling reports quickly and easily in the custom report builder, available in Professional and Enterprise editions across all hubs.
    Datasets Feature Page — Screenshot 3

    Click to enlarge
    Datasets Feature Page — Screenshot 3

Have questions? Give us a call and we'll walk you through it.

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Related Resources

If you’re interested in datasets, these related resources may help.

Frequently Asked Questions

  • The key to great reporting is the data that power it. Operations Hub is all about data. It connects, cleans, and curates customer data, which makes powerful reporting possible. Datasets are the “curation” piece — they enable you to create collections of data that serve as jumping-off points for reporting.

    The feature that actually builds the reports — the custom report builder — is available in Professional and Enterprise editions across all hubs.

  • Datasets can include any data that’s stored in HubSpot CRM — contacts, companies, deals, custom objects, sales activities, behavioral events, and more. Datasets cannot pull tables directly from third party data sources.