Pipeline by stage
Open amount, weighted amount, deal count, days open and stage-level pipeline views.
HubSpot API reporting
Prepare HubSpot pipeline and activity data for local reporting
Authorise a HubSpot portal, pull CRM data through Datplan DataPull, then report on separate company, contact, deal and activity grains without repeatedly rebuilding exports.
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 |
Prices exclude VAT and applicable taxes. Annual prices shown in the app are the source of truth at purchase. Allowances do not roll over. Datplan allowances remain subject to provider API limits and usage already consumed by other apps, integrations or users. Incremental pulls use the last saved checkpoint only where the provider and endpoint support it.
HubSpot questions
Know the data and refresh boundaries
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. A Power BI Service refresh needs a separate Microsoft-supported file-access or gateway configuration. Datplan does not configure or operate that cloud refresh path.
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.