Adding Data from Multiple HubSpot Accounts
At Databox, we're dedicated to providing new functionality for our users to make the reporting process quicker, easier, and more beneficial.
One of the functionalities we're currently heavily focusing on is "Data Calculations." This feature is currently in beta, but it provides users with the ability to manipulate data in unique ways without the need to involve any back-end engineers.
We know that, often, HubSpot users have multiple accounts, so we wanted to provide a way to view the aggregate metrics from all of the accounts. We have created two templates called "Marketing Funnel Rollup (2 HubSpot Accounts)" and "Marketing Funnel Rollup (3 HubSpot Accounts)" to meet this need. However, there are a few extra steps you must complete after you've downloaded the template before it's ready to use.
Note: you only need to regard all calculations with the corresponding number of sources you have chosen to use (2 or 3).
Eventually, this process will be able to be done from the Data Designer. However, for now these steps must be completed before Data Calculations will work with multiple data sources.