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HubSpot reporting & dashboards

Turn your HubSpot pipeline and marketing data into governed revenue reporting.

What you can do with HubSpot in Maven

Maven connects HubSpot and models deals, pipeline, contacts, and marketing email into governed metrics. Track pipeline value, win rate, deal velocity, and email engagement, break the funnel down by stage, owner, or pipeline, and connect closed revenue back to the campaigns that sourced it.

Questions you can ask

Just ask Maven about HubSpot

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our deal pipeline value by stage for deals created in the last 90 days?

Show closed deals by stage

Show average days to close by owner

Show average open deal age by owner

Show open pipeline by stage

Show won and lost deals in the latest pipeline snapshot by stage

Show closed amount by pipeline in the latest pipeline snapshot

How many ServiceTitan bookings did we get in the last 30 days?

Report templates

HubSpot reports for the next operating review

Use HubSpot reporting templates to see what needs attention, what can be trusted, and which optional fields need cleanup before the next review.

Maven report template

Account Influence Report

A client-ready LinkedIn account engagement report connected to CRM pipeline, revenue, journeys, and warm-account signals.

Account influenceLinkedIn + CRMLive data

Paid company delivery uses LinkedIn MEMBER_COMPANY. Organic engagement and firmographics require LinkedIn Company Intelligence provisioning.

How it works

Connect HubSpot, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect HubSpot

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your HubSpot data (8 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from HubSpot

ContactsCompaniesDealsOwnersDeal pipelinesProperty history changesMarketing emailsEmail events

Works well with

Report HubSpot alongside the rest of your stack

FAQ

HubSpot reporting questions

Can I combine HubSpot with other data sources?

Yes. HubSpot reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4 and Klaviyo. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

How often does HubSpot data sync to Maven?

Maven syncs HubSpot automatically: a fast first source pull after connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the source data is fresh before it feeds a trusted reporting workflow.

Can Maven report both HubSpot CRM and marketing email?

Yes. Maven models HubSpot deals and pipeline alongside marketing email sends and engagement, so the same workspace can answer pipeline questions and email-performance questions.

Is my HubSpot data secure with Maven?

Yes. Maven connects to HubSpot over its official OAuth flow, no password sharing, stores access tokens encrypted, and pulls read-only reporting data into a governed warehouse you control.

Ready to make client reporting easier to run and defend?

Bring one client report or disputed metric. We'll map the workflow and where Maven fits.

One report, reviewed end to end

Clear roles across data, QA, and delivery

No pitch deck. We follow up to schedule a working session.

Book a Demo