Supercharge Your HubSpot Reporting with Databox

Go beyond native HubSpot reporting with dashboards, alerts, and insights that scale.

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HubSpot’s Built-in Reports Are a Great Start. But You’re Ready for More.

HubSpot has come a long way. For many teams, it’s the heart of marketing and sales reporting. But as soon as you need to do more in-depth analysis—across platforms, objects, or accounts—you hit the limits.

That’s where Databox comes in.

By layering Databox on top of HubSpot, you unlock the flexibility, automation, and cross-platform insights needed to make reporting easier, more scalable, and more powerful—without switching to a complex BI tool.

Why teams use Databox and HubSpot:

  • Connect All Your Data

    Unify ad spend, CRM, web analytics, and revenue data—across platforms like Google, Meta, LinkedIn, and HubSpot—without exporting to spreadsheets.

  • Goal Tracking & Forecasting

    Set performance targets and get notified when you’re off track—before the month ends. Benchmark performance and stay aligned across the team.

  • Build Custom Metrics and Funnels

    Go beyond standard HubSpot reports. Create metrics like cost per SQL, forecasted MRR, time between stages, and full-funnel conversion rates using any combination of fields.

  • Blend & Filter Across Campaigns and Portals

    Merge multiple HubSpot portals and data sources to get a single source of truth, complete with granular filters and historical data access—even where HubSpot’s native tools fall short.

  • Live Dashboards for Anyone

    Share interactive dashboards with clients, executives, or teammates—no login required. Stream them to a TV in your office to keep performance visible in real time.

  • Automated Reports, Alerts & AI Summaries

    Schedule recurring reports via email to keep everyone aligned. Set performance alerts, detect anomalies, and get AI-generated summaries for weekly updates or executive recaps.

“In HubSpot, you are going to be tied to specific objects. With the native capabilities, you're going to have to create four or five or six reports. That’s the power of a BI tool like Databox: we're able to aggregate all of this cross object reporting into one place.”

Cameron Collins

Revenue Operations Strategist, RevPartners

Explore a few of the ways teams are using HubSpot + Databox

Quarterly Business Reviews (QBR) Dashboard Template

Example by Cameron Collins – RevPartners

Cameron uses Databox to run executive-level QBRs that map the entire customer journey—from web sessions to closed revenue—in one cohesive dashboard.

By combining cross-object metrics like average deal size, funnel conversion rates, and revenue trends into a single view, he enables leadership teams to spot inefficiencies and ask smarter “why” questions. All without building six separate reports in HubSpot.

 

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Webinar Analytics Performance Reporting

Example by Ali Schwanke – Simple Strat

Ali built a custom webinar dashboard that merges HubSpot and Zoom data to analyze attendance, first-touch conversions, and lead source attribution over time.

By pulling in registration, engagement, and survey data from Zoom—and layering on lead lifecycle insights from HubSpot—she can easily show which webinars are converting and why. Bonus: it’s designed for executive presentation, without the clutter of native tools.

 

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Sales Forecasting and Coaching

Example by Tory Ferrall – Databox

Tory and her team reworked their forecasting model by using Databox to calculate real win rates for each deal stage. By tracking when deals enter each stage and the likelihood they convert, they surfaced insights that HubSpot’s default probabilities missed.

The dashboards also break down win rates by rep—empowering more personalized coaching and driving better performance across the sales org.

 

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Sales Funnel Conversion With Custom Timeframes

Example by Alex Lee – Intellect

Alex created a dashboard that ties current sales results back to lead gen efforts from 60–90 days ago. By offsetting the timeline of new leads, discovery calls, and closed deals, his team can measure pipeline health and velocity more accurately.

He also segments the data by lead source, giving insight into which channels produce the fastest—and most valuable—conversions.

 

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Paid Advertising Impact

Example by Devin Littlefield – Market Vantage

Devin and the team at MarketVantage created a Databox scorecard that combines Google Ads, LinkedIn Ads, HubSpot Marketing, and HubSpot CRM data to track critical outcomes like MQLs, SQLs, booked meetings, and deals – enabling full‑funnel visibility and ROI attribution.

This unified view enables more effective reporting and decisions for clients by showing how paid ads translate into real business outcomes.

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“HubSpot can’t report on different date ranges for specific stages within a funnel report. Databox is very flexible and allows us to shift those time ranges by using custom metrics. It’s really enhanced our ability to report compared to HubSpot, especially being able to link in more than one data source very easily."

Alex Lee

Senior Director of Business Analytics, Intellect

For Teams: More Power, Without the Complexity

HubSpot’s native reports can require complicated workarounds or costly upgrades to get the insights your team needs:

  • Custom metrics require messy spreadsheets or extra costs

  • Cross-object analysis is limited and rigid

  • Reporting on custom revenue models is often unsupported

  • Forecasting across sources demands custom workarounds

With Databox, you can:

  • Analyze data from all your sources in one place

  • Track custom metrics without upgrading to Enterprise

  • Forecast pipeline and revenue using historical data

  • Build custom reports around your exact revenue model

  • Track goals and get notified if you’re falling behind

For Agencies: Scalable Client Reporting That Looks Better, Works Harder

If you’re a HubSpot Solutions Partner, your team lives in client reporting. But HubSpot makes it hard to scale:

  • Limited dashboard sharing unless clients have access (more seats = more $)

  • Manual exports and PDFs that take hours and often break

  • Reports that don’t show the full story without jumping between platforms

With Databox, you can:

  • Build beautiful, real-time dashboards for every client

  • Connect multiple portals and ad accounts

  • Automate white-labeled reports that update themselves

  • Share dashboards through a live link and control permissions

Explore Plug-and-Play HubSpot Marketing Dashboard Templates

Databox’s HubSpot Marketing dashboard templates come pre-built with some of the most commonly tracked HubSpot Marketing metrics. Connect your own data sources and start customizing in a few clicks!
Dashboard example

HubSpot Marketing Lead Source Dashboard

HubSpot (Leads by Source) dashboard template gives insights on which sources of traffic drive the most leads or contacts. It explains where to focus marketing effort.

Dashboard example

HubSpot + Google Ads Top of Funnel

This dashboard reviews your inbound and PPC tactics for filling your marketing funnel.

Dashboard example

Social Media (Awareness & Engagement)

Social Media dashboard template shows activity across your 4 favorite social networks. It focuses on visitor and follower counts over various time periods.

Dashboard example

SaaS Marketing Dashboard (CMO)

Supercharge your marketing strategy with our "SaaS Marketing Dashboard (CMO)." Tailored for Chief Marketing Officers, it offers real-time insights for data-driven decisions. Elevate your marketing game effortlessly and drive SaaS success.

Explore HubSpot Marketing Templates

Explore Plug-and-Play HubSpot CRM Dashboard Templates

Databox’s HubSpot CRM dashboard templates come pre-built with some of the most commonly tracked HubSpot CRM metrics. Connect your own data sources and start customizing in a few clicks!
Dashboard example

HubSpot CRM Deals Performance

A visual snapshot of monthly performance by the sales team.

Dashboard example

HubSpot CRM Sales Rep Activity

The HubSpot Sales Activity dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each rep.

Dashboard example

SaaS Acquisition Funnel (GA4 + HubSpot + Stripe)

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.

Dashboard example

SaaS Financial Dashboard (Profitwell + QuickBooks + HubSpot)

Lead with confidence using our "SaaS Leadership Dashboard" powered by ProfitWell and QuickBooks. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.

Explore HubSpot CRM Templates

Choose From Hundreds of Pre-Built HubSpot Metrics

In addition to building your own custom and calculated metrics, Databox makes it easy to pull hundreds of standard metrics in HubSpot Marketing and HubSpot CRM.
New Contacts by Source
New Customers
Sessions
Contacts by Active List
New Leads
Submissions by Landing Page
Deals Closed Won
Average Time to Close Deal
Deals by Original Source Type
Companies
Meetings
Open Deals by Stage
New Email Subscribers
Page Views
New SQLs
Session to Contact Conversion
Explore HubSpot Marketing Metrics
Explore HubSpot CRM Metrics

HubSpot powers your growth. Databox powers your insights.

Together, they give you the reporting engine your team actually needs.

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Frequently Asked Questions

Why should I connect HubSpot to Databox instead of using HubSpot’s native reports?

HubSpot shows marketing metrics in isolation; Databox lets you blend HubSpot CRM data with dozens of other sources (including ad platforms) in a single dashboard, add calculated metrics (e.g., Cost‑per‑MQL, blended ROAS) and automate multi‑client or cross‑department reporting without spreadsheets. Agencies and RevOps teams use Databox when they outgrow HubSpot’s stock reporting. HubSpot also has limitations in storing historical data, while Databox allows access to a much larger set of historical data.

How do I connect HubSpot to Databox?

In Databox, go to Data Manager ▸ + New connection, choose HubSpot Marketing / HubSpot CRM / HubSpot Service, click Connect, and authorise with your HubSpot login. Super‑Admin permissions are recommended.

How often does Databox sync data from HubSpot, and can I change the frequency?

Sync frequency is plan‑based (hourly, daily or custom). Admins can adjust it at either the data‑source or dataset level in Data Manager ▸ Change sync frequency.

How much historical HubSpot data can Databox pull when I first connect?

Databox back‑fills up to 36 months of historical data for most HubSpot Service and CRM metrics, and up to six years for many Marketing metrics (where HubSpot’s API allows). Exact limits vary by metric and Databox plan.

In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard.