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HubSpot report building guide

Use the HubSpot data source connector to see which campaigns are bringing in the most leads and which leads convert to customers. You can pull data such as contacts, companies, deals, campaigns, emails, submitted form details, products, and analytics.


For a full list of metrics and dimensions available in our HubSpot data source connector, take a look at our HubSpot documentation.


Once you’ve connected to HubSpot, you’re ready to create your first query in Google Sheets, Looker Studio (formerly Data Studio), or Excel.


Try these queries

See the following use cases for examples on how to use the metrics and dimensions. 


See the number of customers per month

Take a look at how many new customers you've gained this year. In this example, we take a look at the data on a monthly level.


The "Customers" metric shows the number of new customers in the time period.


For best results in Looker Studio, use the time series chart type.

  1. Set the date range to Year to date.
  2. Select the Customers metric.
  3. Select the Month dimension to split the query results by month.


See contacts per list name

View the number of contacts on your various lists.


The "Contacts" metric shows the number of contacts.


For best results in Looker Studio, use the table chart type.

  1. Select the Contacts metric. 
  2. Select the List name dimension to split the query results by contact list name.


See form submissions

View the number of form submissions in the past 4 weeks.


The "Form submissions" metric shows the number of form submissions.


For best results in Looker Studio, use the table chart type.

  1. Set the date range to Last 28 days.
  2. Select the Form submissions metric.
  3. Select the Form name and Date dimensions to split the query results by form name and date.


See the number of deals this year

Keep track of how many deals you've gained this year. 


The "Deals" metric shows the number of deals.


For best results in Looker Studio, use the scorecard chart type.

  1. Set the date range to Year to date.
  2. Select the Deals metric.


Set up scheduled refreshes for your reports

You can set up scheduled refreshes for your reports created in Google Sheets and Excel. Follow the instructions on how to create and manage scheduled reports in Google Sheets and how to set up scheduled report triggers in Excel.


In Looker Studio, you can have a copy of your report emailed to you and important stakeholders at regular intervals.


More resources

See the Supermetrics blog for posts about how the Supermetrics integration with HubSpot enhances data reporting, comparison between HubSpot and Google Analytics, and how to set up the ultimate HubSpot report.


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