Mini-HUG: Datasets & Formulas in Reporting

Sep 16, 5:00 – 5:30 PM (UTC)

Western Canada

Join us for a quick, high-impact session where we’ll explore how HubSpot’s Datasets and formulas in reports can make rep...

IntermediateOperations HubRevOps

About this event

Join us for a quick, high-impact session where we’ll explore how HubSpot’s Datasets and formulas in reports can make reporting cleaner, faster, and more insightful. In just 15 minutes, you’ll learn how to simplify reporting for your team, cut through clutter, and unlock advanced reporting capabilities—even if you don’t have Operations Hub Pro.

What you’ll learn:

  • What datasets are and how they improve reporting efficiency

  • Key benefits: reduced clutter, simpler filters, and fewer custom properties

  • Real-world use cases: activity scoring and recent deal win rates

  • Workarounds with the Custom Report Builder Formula Property Beta

Who should attend:
HubSpot admins, RevOps leaders, and power users looking to improve their reporting setup with minimal effort.

Speaker

  • Lisa Latour

    Hubcap Solutions

    HubSpot Consultant

Host

  • Cody Pierson

    Hubcap Solutions

    Owner

Organizer

  • Cody Pierson

    Hubcap Solutions

    HUG Leader