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HubSpot Marketing is a comprehensive marketing software that helps businesses attract, engage, and delight customers. It provides tools for content creation, lead generation, automation, analytics, and more, to drive effective marketing campaigns and grow businesses.
HubSpot is an all-in-one marketing software platform that helps companies increase traffic, generate leads and turn them into customers.
With Databox, your most important HubSpot Marketing KPIs will be transformed into meaningful insights and delivered to your mobile, desktop, TV display, Apple Watch or Slack channels. Additionally, Databox gives you the ability to combine multiple data sources in one place, including HubSpot’s CRM, Google Analytics, Facebook ads and many others.
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Gross Volume measures a company's total transaction value, incl. revenue, fees, taxes, and refunds. Key for growth, pricing, and data-driven decisions.
New Customers metric represents the number of unique customers who have made their first payment or transaction with your business within a given time period.
New MRR is a metric used in Stripe to measure the total amount of recurring revenue generated by new customers who have signed up for a subscription or recurring product in a particular period.
Churned MRR measures the loss or decline in revenue generated from existing customers due to cancellations, downgrades, or pricing changes.
Refunds metric measures the amount of money refunded to customers for a specific period of time. It helps businesses understand how much revenue they have lost due to refunds and identify areas for improvement in their product or service.
Payments metric refers to the number of successful transactions processed by a business or organization using Stripe payment processing technology. It provides insight into revenue, customer buying behavior, and financial performance.
MRR Upgrades measures the total increase in Monthly Recurring Revenue (MRR) from existing customers who upgraded to a higher-priced subscription plan.
MRR downgrades is a metric that measures the decrease in monthly recurring revenue due to the downgrading of subscription plans by customers.
Discounts (excl. Canceled Subscriptions) is a metric that reflects the total revenue reduction due to discounts applied to monthly recurring revenue (MRR) of a business through Stripe.
Active Subscriptions metric refers to the number of recurring payment plans that currently have an active or past due status.
MRR (excl. Canceled Subscriptions) stands for Monthly Recurring Revenue excluding Canceled Subscriptions, a metric that shows the predictable monthly revenue generated by a subscription-based business model excluding canceled subscriptions. It includes all recurring charges and allows businesses to monitor customer retention and growth.
Customers metric reflects the total number of unique customer accounts that have made transactions through Stripe.
MRR (Monthly Recurring Revenue) is a metric that shows the predictable monthly revenue generated by a subscription-based business model. It includes all recurring charges and allows businesses to monitor customer retention and growth.
Churned Customers measures the rate at which customers stop using a company's product or service within a certain period of time. It is an important metric for subscription-based businesses to track customer retention and identify areas for improvement.
The New Subscriptions (incl. Trials) metric tracks the number of new recurring payments or subscription sign-ups including Trials made by customers in a given period of time.
ARR stands for Annual Recurring Revenue, a metric that calculates the total amount of revenue a SaaS company generates from its recurring subscription fees in a given year. It's a key metric to measure the growth and predict the future revenue of a SaaS business.
New ARR (Annual Recurring Revenue) is a measure of the total new revenue earned in a given period through new customer acquisitions or upgrades in pricing or plans.
Net MRR stands for Net Monthly Recurring Revenue and is a measure of the change in the MRR over a specific time period.
Successful Charges metric measures the total number of completed transactions that were successfully charged using Stripe's payment processing system.
The New Subscriptions metric tracks the number of new recurring payments or subscription sign-ups made by customers in a given period of time.
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Stripe dashboard template provides you with insights about customer, payments, mrr, churn and more.
The Stripe MRR + Churn dashboard template helps you monitor your churn rate and track the growth of MRR. It ensures you are retaining customers as you acquire new ones.
Elevate SaaS decision-making with Stripe's "SaaS Key Revenue Metrics" Databox. Gain real-time insights, drive data-driven decisions, and foster team collaboration. Stay competitive and achieve success in the dynamic world of SaaS.
The Customer Success dashboard template uses HelpScout and Stripe to track customer service levels versus churn rates.
Seamlessly integrating GA4, Mixpanel, and Stripe. Gain insights into every stage of customer acquisition, from awareness to conversion. Elevate decision-making for strategic growth with comprehensive analytics at your fingertips.
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
Use this Stripe report to share important ecommerce insights into churn rate, MRR growth, revenue volume, new customers, and more.
This report is designed for SaaS leaders, providing in-depth analysis of MRR, customer churn, and revenue growth metrics. This dynamic overview integrates key performance indicators such as ARPU, LTV, customer retention, and MRR breakdowns.
Use this Shopify template to analyze and share insights into GMV, revenu, AOV, orders, repeat customer rate, conversion rates and traffic.
This report is designed for SaaS leaders, providing in-depth analysis of MRR, customer churn, and revenue growth metrics. This dynamic overview integrates key performance indicators such as ARPU, LTV, customer retention, and MRR breakdowns.
This report is designed for SaaS leaders, providing in-depth analysis of MRR, customer churn, and revenue growth metrics. This dynamic overview integrates key performance indicators such as ARPU, LTV, customer retention, and MRR breakdowns.
All HubSpot Accounts can be connected with Databox, regardless of the HubSpot plan.
However, Contact Metrics (e.g. ‘Contacts (Marketing)’, ‘Total Contacts (Marketing)’) are not synced with HubSpot Free Accounts due to API limitations.
If you connect a HubSpot Free account in Databox, the following error will be returned for the mentioned metrics: ‘Insufficient scopes: We can’t get data for this specific metric because of missing scopes and/or permissions. Required is one of “cms-analytics-api-access” or “traffic-analytics-api-access”. Please reconnect your data source with HubSpot account that has required permissions’.
Data discrepancy is possible between metrics related to email performance (such as ‘Emails Delivered’, ‘Emails Sent’, ‘Emails Unique Opened’, ‘Emails Unique Clicked’, and ‘Contact Lost’) and their attributed versions showing data ‘by Email Campaign’, where the sum of all values for a given period (for example for metric ‘Emails Delivered by Email Campaign’) does not match the total value for the same period for the metric ‘Emails Delivered’.
The reason for this is because we retrieve data for these metrics from two different API endpoints and they may provide different values.
Databox only obtains data for the latest 1000 blog posts (ordered by publish date). If there are more than 1000 blogs available in the connected HubSpot account, data for those additional blogs will not be present in the HubSpot metrics denoting Blogs data.
The limit applies to the following metrics:
Top Blog Posts by Pageviews
Top Blog Posts by Click-through Rate
Top Blog Posts by CTA Clicks
Recent Blog Posts by Pageviews
Recent Blog Posts by Click-through Rate
Recent Blog Posts by CTA Clicks
Custom metrics created using Emails and Workflows object in the Metric Builder for HubSpot Marketing will only display current total data available up to the current moment. Basically, such metrics have no historical data available.
This means that when such a Custom metric is created, it will not show any data for Date Ranges that do not include today. However, with time, data will gradually accumulate for such Custom metrics.
For example, Date Ranges like ‘Week to Date’ and ‘This Month’ include data up to today and will return values. But Date Ranges like ‘Last 7 Days’ and ‘Last 90 Days’ do not include today’s data, therefore, no data will be shown for such periods.
If there is no data available for the current day, the Preview data will not display any results.
Certain HubSpot Marketing Metrics (specifically those regarding Blog, Email, and Landing Page data) are only available for Super Admin users and accounts with Professional or Enterprise HubSpot Plan. If you are not a Super Admin in HubSpot, no data will be returned for Blog, Email, and Landing Page Metrics. Learn more.
Inverted HubSpot Marketing metrics (metrics where a low value indicates positive development and a high value indicates negative development):
Contact Lost
Bounce Rate
Bounce Rate by Source
‘No reset’ HubSpot Marketing metrics (metrics that are not reset to value 0 with every new day):
Contacts Lost by Email Ttitle (by last updated)
Contacts
Contacts (w/o Offline Source)
Contacts by Static List
Contacts by Active List
Total Emails Delivered by Email Campaign
Emails Delivered by Email Title (by Last Updated)
Emails Delivered by Email Title (by Create Date)
Total Emails Sent by Email Campaign
Emails Sent by Email Title (by Last Updated)
Emails Sent by Email Title (by Create Date)
Total Email Unique Opened by Email Campaign
Emails Unique Opened by Email Title (by Last Updated)
Emails Unique Opened by Email Title (by Create Date)
Total Email Unique Clicked by Email Campaign
Emails Unique Clicked by Email Title (by Last Updated)
Emails Unique Clicked by Email Title (by Create Date)
Blog Posts by Title by Published Date
Recent Blog Posts by Pageviews
Recent Blog Posts by Click-through Rate
Recent Blog Posts by CTA Clicks
Blog Posts Published
Sites
Landing Pages
Referrers
Non-Aggregatable HubSpot Marketing metrics (due to the nature of these metrics, summing daily/weekly/monthly values will not give correct results for longer time periods):
New Contacts
New Contacts (w/o Offline Source)
New Contacts by Source
Contacts Lost by Email Campaign
New Leads (w/o Offline Source)
New Leads
New Leads by Source
New MQLs (w/o Offline Source)
New MQLs
New MQLs by Source
New SQLs (w/o Offline Source)
New SQLs
New SQLs by Source
New Opportunities (w/o Offline Source)
New Opportunities
New Opportunities by Source
New Subscribers (w/o Offline Source)
New Subscribers
Emails Delivered
Emails Delivered by Email Campaign
Emails Sent
Emails Sent by Email Campaign
Contact Lost
Email Created
New Blog Posts Published
Blog Views
Blog Views by Blog
New Blog Subscribers
New Blog Subscribers by Blog Name
Sessions (w/o Offline Source)
Sessions
Sessions by Source
New Visitor Sessions
New Email Subscribers
New Email Subscribers by Blog Name
Page Views
Page CTA (Legacy) Views
Page CTA (Legacy) Clicks
Landing Page Views
Landing Page Customers
Landing Page Contacts
Landing Page Submissions
New Customers
New Customers (w/o Offline Source)
New Customers by Source
The HubSpot integrations (HubSpot CRM, HubSpot Marketing and HubSpot Service) are subject to API rate limits. These limits, set by HubSpot, allow for 100 requests every 10 seconds and a maximum of 250,000 requests per day, enforced at the HubSpot account level, regardless of the subscription plan. These limitations apply to all HubSpot metrics.
Additionally, distinct rate limits are in place for Search API endpoints, which cap them at 4 requests per second. This limitation applies to accessing Deals, Engagements, and Companies objects within the Metric Builder.
When these limits are hit in the process of syncing data from HubSpot, designated error messages are displayed in Databox and syncing of data is not possible until the period for which the limit was hit expires.
When using the HubSpot Marketing Metric Builder, the selected filters will restrict the data that gets included in the Custom metric. It is important to understand the function of each operator in order to properly use them and set up metrics as required in order to avoid data discrepancies.
Contains operator looks for a specific sequence of characters within a larger string of text. It does not require the searched text to be surrounded by spaces or punctuation.
Contains Words operator, on the other hand, specifically looks for whole words within the text. It considers a word as a sequence of characters that are surrounded by spaces or certain punctuation marks, like commas or periods.
Equals operator requires an exact match. It searches for the exact sequence of characters specified without any additional characters before or after it.
Similarly, operators Does not Contain or Does not Equal behave in the same way, but should be used when you do not want your metric to include certain text.
In this example, imagine you are searching for emails. If you use the ‘Does not contain words’ operator and type in ‘databox.com’, the metric will not return any results because the word ‘databox.com’ does not stand on its own. But if you change the operator to ‘Contains’, you will get results with all emails containing ‘databox.com’.
The following granularities are available in Databox for metrics of the HubSpot Marketing integration: Daily, Weekly, Monthly, Quarterly, Yearly, All time.
Hourly granularity is not supported and is limited by the API. This may affect visualization options for Charts in Databox.
For example, if a HubSpot Marketing metric is used on a Line or Bar Chart with ‘Yesterday’ Date Range selected, hourly data will not be displayed on the Chart.
However, the total value (Big Number) above the Chart will accurately reflect the metric value for the selected Date Range.
Duplicated entries are handled for dimensional metrics ‘by Landing page’, ‘by Blog Name’, ‘by Email Campaign’ and ‘by Email Title’.
If a dimension is a duplicate (instances where multiple Landing Pages/Blogs/Email campaigns/Emails with the same name exist within the HubSpot MKT account), Databox appends an ID at the end of the dimension name in order to differ between entities of the same name.
For example, an email title might appear as ‘Sample email title (1251235)’, where ‘1251235’ represents the unique ID of that email. Similarly, for landing pages, the landing page ID is appended, and for blogs, the blog ID is added. This method ensures clear identification and distinction between duplicate dimensions.
Metrics in HubSpot accounts are reporting on week data from Sunday to Saturday or Monday to Sunday, based on your location. There is no direct option to change the first day of the week within the account.
In Databox, the first day of the week is set to Sunday by default. However, you are able to change it to Monday or Saturday.
When validating weekly data in HubSpot vs Databox (e.g. looking at ‘Week to Date’, ‘This Week’ or ‘Last Week’ Date Ranges), it is important to ensure that you are comparing data for the corresponding time period, taking into account the first day of the week.
There is a contextual difference between HubSpot metrics in Databox and the Basic Reports in HubSpot. In HubSpot, the Basic Report tracks deals (or contacts) as they progress through different stages whereas Databox metrics reflect deals that were in specific stages during a particular period.
To ensure a fair comparison of metrics, Databox recommends using Custom reports in HubSpot. By filtering data based on lifecycle stage (or other dimensions), Custom reports in HubSpot will display metrics that align contextually with those in Databox. Therefore, when comparing these metrics, it is best to use Custom reports in HubSpot rather than relying on the Basic Report.
When Contact Lifecycle Stages are updated in HubSpot, it may take up to 24 hours for the change to be reflected in HubSpot’s API and in Databox.
Basic metrics showing email data that reference a date in their name, like ‘Emails Sent by Email Title (by Create Date)’ are synced based on the create date. Instead of using the Date Range to view past email performance, selecting a Date Range like ‘Last Month’ will show the number of emails sent by email title for campaigns created during that period.
In general, the maximum amount of historical data for HubSpot Marketing metrics is 6 years, so this is the amount of data that can be displayed when you first use a metric in Databox. Note that certain Databox Plans have their own limitations on how much historical data they support.
Due to technical limitations, the Date Range ‘All Time’ will return a maximum of 36 months of data.
It is important to note that the availability of historical data can be different for different metrics. Metrics like ‘Landing Pages’, ‘Emails Clicked by Email Title (by Create Date)’, ‘Blog Subscribers’, etc., have no historical data upon first use and they will display the total current value. However, over time, Databox accumulates historical data for these metrics, and the metric value is then shown cumulatively.
List data from HubSpot is synced with Databox once per day. This is consistent with how List data is updated in the List Performance report within HubSpot. Databox is syncing List data from the List Performance report.
HubSpot performs a daily update on the List Performance report around midnight every day. Learn more about validating data using the List Performance report here.
If contacts are added to Lists after the daily List Performance report update, you can see different values on the List Performance report page in HubSpot and the List library in HubSpot. When validating List data in Databox, always compare Databox’s data with data from the List Performance report in your HubSpot account.
Databox is continuously updating List data as soon as data is available from the HubSpot API.
Note that New Lists that were created in your HubSpot account will not be recognized in Databox until the next day after a larger data sync, which is performed in the middle of the night with the intention to identify new Lists in the HubSpot account.
This error occurs in the Metric Builder when the HubSpot account contains a large amount of data. In such cases, the API response may take a significant amount of time to sync the large volume of data. If the time to retrieve data exceeds 2 minutes, the query will time out, resulting in the ‘Data Preview Error.’
A workaround for creating metrics is to preview the data with a shorter Date Range, such as ‘Today’ or ‘Yesterday.’ By default, the Metric Builder uses the ‘Month to Date’ Date Range. Before clicking ‘preview data,’ switch the Date Range to ‘Today’ to reduce the amount of data (since less data needs to be synced for a shorter Date Range), which will allow you to fetch your data faster. Once the data loads in the preview, save the Metric, and then you can use it on a Databoard with a preferred Date Range. The rest of the data will sync through standard, scheduled syncs.
Alternatively, you can save the metric without shortening the Date Range. If the preview takes longer than usual, a clickable ‘Save’ button will appear, allowing you to save the metric and use it on a dashboard without waiting for the preview results. The rest of the data will sync through standard, scheduled syncs.
All HubSpot Accounts can be connected with Databox.
HubSpot Free Accounts will not sync data with Databox and HubSpot Starter Accounts will only sync data for certain metrics. This is due to API limitations for these plans.
The following error will be returned if data is not available for a metric, based on your HubSpot plan: ‘Insufficient scopes: We can’t get data for this specific metric because of missing scopes and/or permissions. Required is one of “cms-analytics-api-access” or “traffic-analytics-api-access”. Please reconnect your data source with HubSpot account that has required permissions’.
HubSpot Professional and HubSpot Enterprise Accounts will have data synced with Databox for all metrics.
Full error message: ‘Email statistics range too long. Statistics request exceeded maximum allowed duration for your HubSpot portal. Please decrease the date range.’
This error mirrors the same error that will appear in HubSpot UI when configuring dashboards or custom reports in the network tab.
The error occurs when attempts are made to retrieve all email events for a specific period and there are, for example, 10 million emails sent during that time. Databox cannot fetch such a large volume of data, so it dynamically limits the number of days for which data is retrieved.
To resolve the error, a shorter Date Range needs to be used in Databox, which will decrease the amount of data that needs to be retrieved from HubSpot.