Understaind HubSpot reporting: Data & date range

When creating reports in HubSpot, two key elements determine the insights you see: Data and Date Range. Understanding how these work together ensures you’re looking at the right information to make smart business decisions.

1) Data – What Are You Measuring?

The data in a report refers to the specific information being analyzed. This can include:

✅ Contacts – Leads, customers, or subscribers

✅ Deals – Sales pipeline activity and revenue tracking

✅ Activities – Emails, calls, meetings, and tasks

✅ Marketing Metrics – Email open rates, form submissions, website visits

Choosing the Right Data

• Ask yourself: What question am I trying to answer?
• Pick relevant properties (e.g., deal stage, contact lifecycle, email engagement).
• Use filters to refine results (e.g., only show closed deals over $10,000).

2) Date Range – When Are You Measuring?

The date range determines the period for which your data is displayed. Common options include:

📆 This Month – Tracks current monthly performance

📆 Last 30 Days – A rolling snapshot of recent activity

📆 This Quarter – Measures progress toward quarterly goals

📆 Custom Range – Allows you to define a specific period

Choosing the Right Date Range

• Use shorter time frames for real-time insights (e.g., weekly performance).
• Use longer time frames to spot trends over time (e.g., annual growth).
• Match the date range to your reporting goal (e.g., quarterly sales review).

💡Pro Tips for Better Reports

• Align data and date range – Make sure they match your reporting needs.
• Compare different periods – Spot trends by looking at past vs. present data.
• Save and automate reports – Keep key insights easily accessible for your team.

By mastering Data + Date Range, you can build reports that provide clear, actionable insights—helping you make informed decisions and drive business growth. 🚀