Pipeline by stage
Open amount, weighted amount, deal count, days open and stage-level pipeline views.
HubSpot API reporting
HubSpot data extraction and reporting
Datplan is a HubSpot data extractor for Windows. It prepares companies, contacts, deals and supported activities as separate tables for Power BI and Excel. It also supplies six ready-made browser views for pipeline, sales and follow-up.
Live source access uses a paid plan. See HubSpot plans.
Watch the overview
From source data to useful reporting
See the shared Datplan workflow in 30 seconds, then try the demo data included with the free Windows app. Live source connections use paid plans.
Play the 30-second Datplan overview
Daily essentials and movement over time
Review open pipeline, overdue deals, missing values, won/lost performance and recorded activity. Use the familiar static charts, or choose optional playback on sales, activity and captured history views.
Verified slippage uses recorded changes to expected close dates. It is separate from overdue deals. Pipeline history retains captured observations; older exports without history show an explicit availability message.
CRM reporting grains
Separate pipeline value from sales activity
A deal, activity, company and contact each represent a different unit of analysis.
| Reporting grain | One row represents | Use it for | Do not use it for |
|---|---|---|---|
| Companies | One HubSpot company | Company counts, industry, country, lifecycle, owner and account activity summaries | Deal amount or pipeline value |
| Contacts | One HubSpot contact | Contact counts, lifecycle stage, owner, company association and contact activity | Deal amount |
| Deals | One HubSpot deal | Pipeline, stage, amount, owner, won/lost, close date and sales-cycle reporting | Activity volume |
| Activities | One call, email, meeting, task or note | Activity volume, owner activity, outcome, status and call duration | Pipeline value or revenue |
CRM examples
Questions Datplan prepares HubSpot data to answer
Closed-won performance
Closed-won amount by owner, deals created by month, close-date analysis and won or lost reason.
Activity by owner
Calls, emails, meetings, tasks and notes by owner, month, direction, outcome or status.
Lifecycle and accounts
Company and contact counts by lifecycle stage, industry, country, owner and last sales activity.
Local HubSpot reporting
Use CRM reporting data locally without maintaining a custom API pipeline
Keep companies, contacts, deals and supported activities in distinct reporting grains, then use dashboards or stable exports.
Offline dashboard access
Review the latest successfully synced HubSpot dashboard without internet access. New portal changes require another online sync.
Understand offline reporting →Sales activity exports
Report on supported calls, emails and meetings without treating activity rows as pipeline value or accounting revenue.
Export HubSpot activities →Scheduled local refresh
Use a supported plan to refresh one selected workspace, source and portal and write stable files for downstream reporting.
Schedule HubSpot exports →HubSpot source plans
Choose capacity for the CRM workload
Purchase inside the signed-in app. The free download and demo do not require a HubSpot plan.
HubSpot Solo
£39/month
£425/year when billed annually
- 500 MB/month
- 10/day pull credits
- 1 connected client
- 5 dashboards
- Scheduler: No
- CSV, JSON, Fact + Dim star-schema
Most flexible start
HubSpot Growth
£69/month
£750/year when billed annually
- 1.5 GB/month
- 25/day pull credits
- 3 connected clients
- 15 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
HubSpot Pro
£129/month
£1,395/year when billed annually
- 5 GB/month
- 100/day pull credits
- 10 connected clients
- 50 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
HubSpot Heavy
£299/month
£3,230/year when billed annually
- 15 GB/month
- 250/day pull credits
- 50 connected clients
- 250 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
| Plan | Monthly | Annual | Allowance | Pulls | Clients | Dashboards | Scheduler |
|---|---|---|---|---|---|---|---|
| HubSpot Solo | £39/month | £425/year | 500 MB/month | 10/day | 1 | 5 | No |
| HubSpot Growth | £69/month | £750/year | 1.5 GB/month | 25/day | 3 | 15 | Yes |
| HubSpot Pro | £129/month | £1,395/year | 5 GB/month | 100/day | 10 | 50 | Yes |
| HubSpot Heavy | £299/month | £3,230/year | 15 GB/month | 250/day | 50 | 250 | Yes |
Datplan is not currently VAT registered, so no VAT is added to the prices shown. Prices and allowances shown in the signed-in app apply at purchase. Allowances do not roll over. Provider API limits and activity from other integrations can also affect available pulls. Incremental pulls use saved checkpoints where the provider and endpoint support them.
HubSpot questions
Know the data and refresh boundaries
How do I export HubSpot deals and activities for Power BI?
Datplan extracts authorised companies, contacts, deals and supported activities into separate reporting tables. Export stable files and use the supplied model guidance; supported semantic models can include a Power BI starter project. Available records depend on scopes and supported endpoints. See HubSpot to Power BI.
Why keep HubSpot deals and activities in separate tables?
A deal can have several calls, meetings or other activities. Joining every activity directly onto a deal can repeat its amount and inflate pipeline totals. Datplan keeps those reporting grains separate and supplies relationship guidance so you can count deals and activities correctly. See the worked modelling example.
Can I schedule HubSpot reporting exports?
Yes, on supported plans. Refresh the selected HubSpot connection and export to a stable folder while the Windows PC, source access and output location are available. Refresh your external BI report afterwards, or use Datplan’s six ready-made browser views. See scheduled HubSpot exports.
Does Datplan include ready-made HubSpot browser reports?
Yes. Datplan supplies six ready-made HubSpot browser views covering follow-up, pipeline, sales, activities, verified slippage and captured history. Use completed supported DataPull reporting files; the report layouts and calculations are supplied. Power BI modelling is only needed if you choose to build a separate Power BI solution.
Is HubSpot live-source access included with the free app?
No. The app and Datplan Demo are free. Choose and purchase a HubSpot source plan inside Datplan DataPull when you are ready to connect a live account.
Do unused allowances roll over?
No. Monthly data allowances and daily pull credits do not roll over.
Can provider limits stop a pull?
Yes. Datplan allowances remain subject to provider API limits, source permissions, service availability and quota already consumed by other apps, integrations or users.
What is an incremental pull?
It refreshes from the last saved checkpoint where the provider and endpoint support that behaviour. It can reduce repeated download volume but does not bypass Datplan or provider limits.
Can I refresh HubSpot data in Power BI Service?
Datplan refreshes stable files on the Windows PC. Configure Power BI Service with a Microsoft-supported file-access or gateway route, then verify the published report's refresh separately.
Can I open my last synced HubSpot dashboard offline?
Yes. Saved Datplan dashboards can use the HubSpot reporting data already stored locally after a successful sync. Internet access is required to connect or reauthorise HubSpot and retrieve newer portal data.
Can Datplan prepare HubSpot sales activities for export?
Datplan prepares supported HubSpot activity records as a separate reporting grain for local dashboards and exports. Available records depend on the authorised scopes, source response, plan and current supported endpoints.
See Datplan with real reporting data—without connecting a live account
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.