How to Use Hubspot Trend Insights on Records

Hubspot provides trend insights on records so you can understand how properties change over time, spot patterns, and make better data-driven decisions directly from your CRM.

This guide walks you through enabling trends, reading the trend visualizations, and using them to improve reporting and forecasting on your records.

What Are Trend Insights in Hubspot?

Trend insights are visual summaries of how a property’s values change over a selected date range for an individual record. Instead of looking only at the current property value, you see how it evolved.

When enabled, a trend section appears on eligible record pages, allowing you to:

• Track changes to specific properties over time.
• Compare past and current values visually.
• Drill into dates when major changes occurred.
• Export data for deeper analysis outside Hubspot.

Trend insights work across standard CRM objects and support many property types, such as numeric values, dropdown selections, and amounts.

Where You Can Use Hubspot Trend Insights

You can review trend insights on individual records in several default objects. Access may differ by subscription tier and user permissions, but generally trends are available for:

• Contacts
• Companies
• Deals
• Tickets
• Custom objects (where configured)

Trend insights appear in a dedicated panel on the record page so you can see property history without leaving the record view.

How to Enable Trend Insights in Hubspot

Administrators can configure which objects and properties display trend insights. To enable them, follow these steps:

1. Sign in to your CRM as a user with admin or property customization permissions.

2. Navigate to your settings area and open the section that manages objects and properties.

3. Select the object (for example, Deals or Contacts) where you want to see trend data.

4. Locate the property you want to track. Properties with historical tracking enabled will be eligible for trends.

5. Turn on any available options related to history tracking or trend visualization for that property.

6. Save your changes and return to a record for that object to confirm the trend panel shows the configured property.

If you cannot see trend options, verify that the property supports history tracking and that your subscription includes record trend insights.

Accessing Trend Insights on a Hubspot Record

Once trend insights are enabled for specific properties, you can view them from the record view.

1. Open the object index page (for example, Deals or Contacts).

2. Click the name of a record to open its detailed view.

3. Locate the panel or card that shows trends or trend insights.

4. Select the property you want to analyze from the available dropdown menu (if more than one property is configured).

The visual will display the property’s changes for the specified timeframe, along with helpful details such as the dates and values of each change.

Reading Hubspot Trend Charts and Data

The trend visualization typically appears as a line or step chart that shows how the property value changed. Depending on the property type, you might see:

• Numeric properties (such as Amount or Number of Employees) with value changes plotted over time.
• Stage or dropdown properties (such as Deal stage) showing each transition from one stage to another.
• Date properties highlighting key milestones like Close date changes.

Key elements in the trend view can include:

• A date range selector to control the timeframe.
• Tooltips that reveal the exact value on a given date when you hover over the chart.
• A table or list of historical events with timestamps and previous versus new values.

By scanning these details, you can quickly understand when and how the record progressed, which is especially useful for sales, service, and success teams.

Using Hubspot Trend Insights for Better Decisions

Trend insights are particularly powerful for analyzing the performance and behavior of individual records, then applying those learnings to your wider CRM strategy.

Analyze Deal Progress and Sales Cycles in Hubspot

For deals, tracking trends on properties like Deal stage, Amount, and Close date helps you:

• Spot deals that experience frequent stage changes or repeated pushbacks on close dates.
• Identify increasing or decreasing deal amounts during negotiation.
• Understand typical cycle times between stages for high-value deals.

This information can guide coaching conversations, pipeline hygiene routines, and forecasting updates.

Monitor Customer Health and Activity Trends in Hubspot

For contacts and companies, monitoring historical changes for properties such as Lifecycle stage, Score, or Customer health allows you to:

• See when a lead became a marketing qualified or sales qualified contact.
• Identify the point when engagement dropped based on score or activity-related properties.
• Correlate support escalations or churn risk with changes to health scores.

Armed with this context, account managers and success teams can prioritize outreach and design proactive retention playbooks.

Improve Ticket Resolution and Service in Hubspot

Support teams can use trend insights on ticket records to understand how cases evolve. Common properties to track include:

• Ticket status transitions over the ticket life.
• Priority changes, showing escalations.
• Time to close or custom SLA-related metrics.

These patterns can highlight process bottlenecks, such as specific queues where tickets remain open too long or repeated reassignments between teams.

Practical Workflow Ideas Using Hubspot Trends

You can pair trend insights with other CRM tools to build more powerful workflows and reporting.

• Pipeline reviews: Use recent trend changes to identify deals that stalled or changed value significantly before forecast meetings.
• Account reviews: During QBRs, reference contact and company trends to show how engagement and health evolved across the quarter.
• Process optimization: Combine ticket or deal trends with reports and dashboards to locate systemic delays and redesign internal handoffs.

Trend insights offer narrative context for your numbers, enabling better conversations and faster decisions.

Limitations and Considerations for Hubspot Trend Insights

Before relying fully on trend insights, keep these considerations in mind:

• Only properties with history tracking enabled will show detailed trends.
• Some property types might not support visualization in the trend panel.
• Data accuracy depends on how consistently users and integrations update properties.
• Trend history may be limited by your subscription level or historical logging policies.

Review your property configuration and governance policies to ensure that important properties are tracked properly.

Learn More About Hubspot Trend Features

To dive deeper into configuration options and the exact behavior of the trend component, review the official documentation at this Hubspot knowledge base article on trend insights. It covers current interface details, eligibility rules, and any product-specific nuances.

If you want expert help designing data structures, reporting, and automation around your CRM, you can explore consulting services from Consultevo, which specializes in CRM optimization and strategic implementation.

Next Steps for Using Trend Insights in Hubspot

To get value quickly, start with these actions:

1. Identify 3–5 key properties on deals, contacts, or tickets that strongly influence your revenue or service outcomes.

2. Enable property history tracking and confirm trend insights are visible for those fields on record pages.

3. Review trends for a handful of recent records and note patterns, such as frequent stage reversals, late-stage discounting, or health score drops.

4. Incorporate those findings into your pipeline review, account planning, or support operations meetings.

By consistently using trend insights on your records, your team can move beyond static snapshots and gain a clear picture of how customer relationships and opportunities evolve over time inside Hubspot.

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