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Surface Insights that Matter

Flexible Data Interfaces in HubSpot

Create dashboards, app cards, reports, charts, tables, and data visualizations that surface the insights you need. No more wrestling with generic charts or waiting for manual reports.

Tailored Views for your HubSpot Data

HubSpot's view capabilities enable you to build custom interfaces that display your data exactly as your team needs to see it. 

Ways you can shape data views

  • React-based apps with UI extensions
  • Developer-defined dashboards and charts
  • Settings pages with data visualization components
  • Interactive reports with drill-down functionality
  • Real-time data displays and monitors
  • Team-specific views and metrics
  • Mobile-friendly data interfaces

 

Man standing on a curb looking at his phone

Tailored Views for your HubSpot Data

HubSpot's view capabilities enable you to build custom interfaces that display your data exactly as your team needs to see it. 

Ways you can shape data views

  • React-based apps with UI extensions
  • Developer-defined dashboards and charts
  • Settings pages with data visualization components
  • Interactive reports with drill-down functionality
  • Real-time data displays and monitors
  • Team-specific views and metrics
  • Mobile-friendly data interfaces

 

Man standing on a curb looking at his phone

Why Build Tailored Interfaces for HubSpot Data

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Show What Matters

Sales, service, or marketing reps can stop scrolling through generic reports or jumping back and forth between different systems, dashboards, or records. Developers can surface the specific metrics and insights that a user relies on to make decisions faster, where they need them

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Real-Time Insights

Developers can connect directly to live HubSpot data. Creating custom visualizations that can update automatically as business data changes. This keeps insights real-time and cuts down manual reporting overhead for users.

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Team Adoption

When data is presented clearly and accessibly, teams actually use it. Better adoption means better business outcomes and scalability. Custom interfaces linked with automations are not just informative, but also actionable.

How It Works

Data Access

Use HubSpot's APIs and HubSpot Developer Platform to pull the exact data you need.

Choose Your Approach:

App Cards: Build widgets that live inside HubSpot.

Agent tools: Build an agent that performs tasks that query a database or perform CRUD operations.

Custom Dashboards: Create custom reports or dashboards with CRM data components and UI components.

Settings Pages: Let users tailor an app to their account needs. 

Embedded Views: Add visualizations to your existing website on HubSpot.

Interactive Features

Add filtering, sorting, click-through actions, and real-time updates to make your visualizations truly useful.

Ways to Interact with Data Visually:

Table components to sort, paginate, search, and filter data.

CRM data components to pre-filter, and execute property-based filtering and association filtering. 

Buttons and controls with built-in actions, menu dropdowns, loading states, and result indicators.

Form controls, such as toggles, checkboxes, and single or multi-select options, allow users to interact with data.

Input components for text, numeric, date, multi-line text, and search functionality.

Interactive overlays with modals, tabs, and panels.

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Common Implementations

  • Sales performance dashboards
  • Customer health score displays
  • Pipeline forecasting tools
  • Marketing attribution reports
  • Service team productivity metrics
Make Every View Count

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