You are currently viewing How To Easily Manage Your HubSpot Data (Step by Step Tutorial)

How To Easily Manage Your HubSpot Data (Step by Step Tutorial)

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In this video, Kyle explains how you can use the datasets feature inside Operations Hub to make it easy for your team to create more granular reports faster. HubSpot comes standard with hundreds of reports that showcase the work your marketing, sales, and customer service teams are doing. If you ever need a report that doesn’t come standard, HubSpot custom report builder is a powerful tool that you can use to build pretty much any kind of report you want. The datasets tool inside Operations Hub Enterprise makes it easy to curate the data your teams need so that they can report quickly and easily.

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Video Chapters:
00:00 – Intro
00:15 – Custom Report Builder + Datasets
00:38 – Tutorial: Building a Custom Report
01:25 – Tutorial: Creating a Dataset
03:56 – Tutorial: Filtering Records & Wrap up
05:03 – Summary

About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.

⚠ Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.

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