hubspot crm

HubSpot CRM Advanced Analytics

HubSpot CRM Advanced Analytics powered by Zoho Reports empowers you with deep sales analytical capabilities over your data in HubSpot CRM. This integration enables you to keep track of your Key Sales Performance metrics and optimize your sales execution.

HubSpot Advanced Analytics comes with over 60+ handpicked reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and do much more with ease.

General

  1. What is Zoho Reports?
  2. Why HubSpot CRM Advanced Analytics?
  3. Who can use the HubSpot CRM Advanced Analytics?

Pricing

  1. How much does this cost?
  2. What do you mean by 'Users' in the pricing plan?
  3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the HubSpot CRM Advanced Analytics?
  2. How long should I wait for my HubSpot CRM data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the HubSpot CRM connector Synchronization setting?
  6. Can I synchronize my HubSpot CRM data instantly?
  7. Can I set up the HubSpot CRM within any other existing reporting databases or in any other Advanced Analytics database?
  8. Can I add/modify data in the HubSpot CRM data tables from within Zoho Reports?
  9. Can I add new columns to the HubSpot CRM data tables from within Zoho Reports?
  10. Can I add new data tables in this reporting database to create reports & dashboards?
  11. Can I transfer my HubSpot CRM connector to another admin account?
  12. How do I re-authenticate my account in Zoho Reports?
  13. How can I remove the setup?

Reporting Features

  1. How can I create reports using this connector?
  2. What are the modules in HubSpot CRM on which I can create reports?
  3. Can I create reports using the columns from different modules?
  4. What are the report types supported by Zoho Reports?
  5. What are Formulas (metrics) in Reports?
  6. How do I create my own formulas (metrics) in Zoho Reports?
  7. What are the default formulas added by Zoho Reports on setting up this connector?
  8. Can I combine data from other sources with the data from HubSpot CRM to create reports and dashboards?
  9. Can I join data from multiple tables to create reports?
  10. What are Query Tables?

Cross-Functional Analytics with Business Applications

  1. What are the popular business applications that I can integrate HubSpot CRM with?
  2. How can I analyze the data from the business applications along with HubSpot CRM?
  3. Will a relationship (lookup) be created automatically between HubSpot CRM and the third party applications that I integrate HubSpot CRM with?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members of my company not able to access the reports created?
  3. How can other members of my company create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared with them?
  6. Can I share the same report created by multiple users with different criteria associated, so that they see different data?
  7. Can I export a report/dashboard?
  8. How can I print the reports & dashboards created in Zoho Reports?
  9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  10. How do I embed my reports in my intranet, blog or presentation?

Support

  1. How do I get technical support on Zoho Reports?
  2. Can I have someone from Zoho do a demo of this for me?

Solution Catalog

You can access a catalog of useful solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over your HubSpot CRM data. Click to learn more.

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. Why HubSpot CRM Advanced Analytics?

HubSpot CRM Advanced Analytics integration powered by Zoho Reports enables you as a sales and marketing personnel to effectively manage your key sales metrics. With Zoho Reports you can easily slice and dice your sales data and transform them into actionable insights with the power of analytics. 

HubSpot Advanced Analytics powered by Zoho Reports brings in all the capabilities of Zoho Reports described above to HubSpot CRM users.

3. Who can use the HubSpot CRM Advanced Analytics?

Any user of HubSpot CRM user who wishes to analyze their Sales data can make use of this.

Pricing

1. How much does this cost?

HubSpot CRM Advanced Analytics is bundled free for all the paid users of Zoho Reports. The Zoho Reports paid plans starts at $25 per month. Click to learn more about Zoho Reports Pricing.

2. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). 

3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How to Setup HubSpot CRM Advanced Analytics?

Refer:

2. How long should I wait for my HubSpot CRM data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your HubSpot CRM data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mailwhen there is a failure during the initial fetch. In this case, we request you to:

  • Open the database in which you have set up the connector.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link.
  • If the issue persists please do write to support@zohoreports.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between HubSpot CRM and Zoho Reports, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

4. How frequently can I synchronize my data with Zoho Reports?

If you are a Basic plan user of Zoho Reports, you can synchronize your data once every day.

If you are a user of the Standard plan or above, you can choose to synchronize your data at one of the hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

5. Can I edit the HubSpot CRM connector Synchronization setting?

Yes, you can edit the HubSpot CRM connector synchronization setting if you are the administrator of the HubSpot CRM Advanced Analytics Database.

To do so,

  • Open the HubSpot CRM Advanced Analytics reporting database.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. Can I synchronize my HubSpot CRM data instantly?

Yes, you can synchronize your HubSpot CRM data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Data Sources button
  • In the Data Sources tab that opens click Sync Now.

  • HubSpot CRM data will get instantly synchronized. You can use this option for a maximum of five times between the schedules.

7. Can I set up the HubSpot CRM Advanced Analytics in any other existing reporting databases or in any other Advanced Analytics database?

Yes, you can setup the HubSpot CRM Advanced Analytics in any of the existing reporting databases or in any of the Advanced Analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your HubSpot CRM data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from HubSpot CRM.
  • In the Import from HubSpot CRM dialog that opens, authenticate your HubSpot CRM account.
  • Select the module and the corresponding fields that need to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your HubSpot CRM data will be imported into your database. Refer to this setup presentation.

8. Can I add/modify data in the HubSpot CRM data tables in Zoho Reports?

No, you cannot add/modify data in the HubSpot CRM data tables. Data from HubSpot CRM application will automatically get synced into Zoho Reports in the different tables. You cannot edit any of this data or add new data records from within Zoho Reports.

However, you can add new tables and add/import data into that, to create reports combining it with the data from HubSpot CRM.

9. Can I add new columns to the HubSpot CRM data tables in Zoho Reports?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

10. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing HubSpot CRM reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your HubSpot CRM data. You can also import data from other business applications like Xero, QuickBooks, Zendesk etc.

Refer:

11. Can I transfer my HubSpot CRM connector to another admin account?

At present, we do not provide an option in the user interface to transfer ownership to another account. If you require this transfer, please do mail us to support@zohoreports.com and we will do this for you.

Once the transfer is done, the new administrator must re-authenticate his account. Refer to the next question to learn how.

12. How do I Re-authenticate my HubSpot account in Zoho Reports?

  • Open the corresponding reporting database.
  • In the Explorer tab, click the Data Sources button.
  • In the Data Sources tab that opens click Re-authenticate.

  • Enter your credentials and re-authenticate your account.

13. How do I remove this setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Data Sources button
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

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Reporting Features

1. How can I create reports using this connector?

Refer,

2. What are the modules in HubSpot CRM on which I can create Reports?

You can create reports using the data from the following modules:

  • Contacts
  • Companies
  • Deals
  • Deal Pipelines
  • Owners
  • Deal Associations

3. Can I create reports using the columns from different modules?

Yes, you can create reports using the columns from different tables. All the modules (tables) from HubSpot CRM will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bar
    • Stacked bar
    • Bubble
    • Packed Bubble
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Dial
    • Bullet
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

5. What are Formulas/metrics in reports?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

6. How do I create my own Formulas in Zoho Reports?

You can create a custom formula by clicking Add > Formula Column/Aggregate Formula in a Table. Refer to the Adding Formulas in Zoho Reports help page.

7. What are the default formulas that gets added by Zoho Reports on setting up this connector?

The default formulas added by Zoho Reports are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Deals table

Formula NameFormulaFormula TypeDescription
Amount Tierif( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',if( "Amount" <= 20000, '2. $10,001 - $20K',if( "Amount" <= 30000, '3. $20,001 - $30K', if ( "Amount" <= 40000, '4. $30,001 - $40K','5. Above 40K')))), '6. Negative - Not Valid')Formula ColumnClassifies the revenue made into different baskets, e.g., amount less than 10,000 into 0 - 10k etc.
Age Tierif( "Age in Days" >= 0,if( "Age in Days" <= 60, '1. 0 - 60 days',if( "Age in Days" <= 120, '2. 61 - 120 days',if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid')Formula ColumnClassifies the time spent on a each deal to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.
Age in Daysdatediff( "Close Date","Create Date")Formula ColumnNumber of days it took for a deal to be closed.
Won Amountsum(if("Deals"."Deal Stage"='closedwon',"Deals"."Amount",NULL))AggregateProvides the won amount.
Won Deals Countcount(if("Deals"."Deal Stage"='closedwon',"Deals"."Deal ID",NULL))AggregateProvides the count of the deals won
Win Rate %count(if("Deals"."Deal Stage"='closedwon',"Deals"."Deal ID",NULL))*100/count(if("Deals"."Deal Stage" in ('closedwon','closedlost'),"Deals"."Deal ID",NULL))AggregateProvides the Win Rate (in %) of sales. This is calculated as a Ratio between number of deals won and total number (won + lost) of deals
Expected Revenuesum("Deals"."Amount"*"Deal Pipelines"."Probability")AggregateDisplays the total amount of revenue expected.
Average Deal Size WonAvgif("Deals"."Deal Stage"='closedwon',"Deals"."Amount",NULL)AggregateProvides the average size of deals won.
Won Amount vs Expected Revenue"Deals"."Won Amount"*100/"Deals"."Expected Revenue"AggregateRatio of sum of sales won against the sum of expected revenue.
Average Sales CycleAvgif("Deals"."Deal Stage" IN ('closedwon','closedlost'),"Deals"."Age in Days")AggregateThe average number of days it takes to close a deal (the sale can either be won or lost, but the deal stage shouldn't be in an open state).

8. Can I combine data from other sources with the data from HubSpot CRM to create reports and dashboards?

Yes, you can combine data from your other sources with your HubSpot CRM application data for analysis.

To do this, you need to add/import a new data table into the HubSpot CRM reporting database as explained in the previous question and then define a look-up to join it with the table from HubSpot CRM.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from HubSpot CRM along with the data from any other source.

  • Open the corresponding table, right-click the column header and select Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK

Click to learn more.

9. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to the previous question for detailed help on this.

10. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. Refer to this help document to know about how to create Query Tables in Zoho Reports.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate and analyze HubSpot CRM with?

You can import and analyze data from all the applications that Zoho Reports offers integration with. Please refer to our Integrations page to know more.

2. How can I analyze the data from the third party business applications along with HubSpot CRM?

To import data from the third party business apps,

  • Open the HubSpot CRM database
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

Refer to the corresponding help documentation to learn more.

3. Will a lookup relationship between the related modules from HubSpot CRM and other third-party application be created automatically?

A lookup relationship will not be created automatically between the HubSpot CRM modules and the modules of the application that you are trying to import. You will have to manually link the tables using a lookup relationship.

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members of my company not able to access the reports that I create?

When a HubSpot CRM Administrator configures the HubSpot CRM - Zoho Reports, the tables, and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer to Sharing and Collaboration help page.

3. How can other members of my company create reports?

The HubSpot CRM Administrator who has set up the should share the tables present in 'HubSpot CRM Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note: If you add a user as a Database Owner in the HubSpot CRM reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

4. What are the user roles available in Zoho Reports?

Zoho Reports offers three user roles - Administrator, Database owner, and User. Click to know more about the Zoho Reports Organization Model and User Roles.

5. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a database owner, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

8. How can I print the reports & dashboards created in Zoho Reports?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Solutions

 1. Does Zoho Reports offer Embedded Analytics or rebranding?

Yes, Zoho Reports supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Support

1. How do I get technical support on Zoho Reports?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll-free numbers -

  • United States: +1 (888) 900 9646
  • United Kingdom: +44 (20) 35647890
  • Australia: +61-2-80662898
  • India: +91-44-67447000

2. Can I have someone from Zoho do a Demo of this for me?

Yes, certainly. Register for a demo in this page.

Solution Catalog

You can access a catalog of useful solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the HubSpot CRM data. Click to learn more.