Marketing Funnel Rollup (2 HubSpot Accounts)

This template gives you the ability to aggregate information from 2 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.

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Used one-click connectors:

  • HubSpot Marketing HubSpot Marketing
  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot Marketing or HubSpot CRM, we can pull data from 35+ cloud data sources. And you can push your own data too (API Docs).

Do you have 2 HubSpot accounts that are all storing KPIs?

Aggregate metrics from both HubSpot accounts
  • Compare the marketing funnel metrics
  • View full funnel and individual components
  • Learn how your accounts are performing as a whole
Note: please review the help document Aggregating Data Sources for instructions on how to use this datawall

Key Metrics

  • Marketing Funnel, Weekly
  • Deals, Weekly
  • Total Engagement with Potential Customers