Reports on HubSpot data
Each report is one formula on live data. Type it in a cell; when a formula refers to A2, list the values in column A first (for example with =list.<table>(<column>)) and fill the formula down.
=data.deals.sum(amount, deal_stage, "Closed won") Won deal value. The amount of every deal in the Closed won stage. Stage names are the ones your pipelines show in HubSpot.
=data.deals.sum(amount, deal_stage, A2) Pipeline by stage. Put the stages in column A with =list.deals(deal_stage) and the deal amount per stage beside each one.
=data.deals.sum(amount, deal_owner, A2, deal_stage, "Closed won") Won deals per owner. Closed won amount per deal owner, by name. List the owners with =list.deals(deal_owner).
=data.deals.sum(amount, deal_stage, "Closed won", close_date, ">=2026-01-01") Won this year. Closed won amount with a close date since 1 January; change the date to compare periods.
=data.deals.sum(amount, company_country_region, A2) Deals by company country. Each deal carries its company's key fields, so deals group by the company's Country/Region without a lookup formula.
=data.deals.avg(amount, company_industry, A2, deal_stage, "Closed won") Average won deal per industry. Average closed won amount per industry of the deal's company.
=data.contacts.count(record_id, lifecycle_stage, A2) Contacts per lifecycle stage. How many contacts are subscribers, leads, customers and so on. Put a stage in A2.
=data.tickets.count(record_id, ticket_status, "<>Closed", priority, A2) Open tickets per priority. Tickets not yet closed, per priority in column A.
=data.calls.count(record_id, activity_assigned_to, A2, activity_date, ">=2026-10-01") Calls per rep this month. Logged calls per person they are assigned to since the first of the month.
=data.meetings.count(record_id, deal_deal_stage, A2) Meetings by deal stage. Meetings carry their deal's stage, so you can see where in the pipeline the meetings happen.
Build it on your own data
Contacts, companies, deals, tickets and activities become tables that formulas, pivot tables and charts read directly, opened inside HubSpot. Your numbers stay current without exporting.