How to Build Commerce Analytics Reports in Hubspot
Using Hubspot for commerce analytics lets you turn raw payment and subscription data into clear, actionable reports. This guide walks you step by step through building, customizing, and saving commerce analytics reports so you can track revenue performance, orders, and customer trends with confidence.
Understanding Commerce Analytics in Hubspot
The commerce analytics suite in your CRM collects data from payments, subscriptions, and related objects. Within this workspace you can explore:
- Core metrics such as total revenue, average order value, and refunds
- Order and payment volume across different time periods
- Subscription lifecycle trends, including cancellations and renewals
- Customer purchase behavior over time
Commerce analytics reports in Hubspot are available in Starter, Professional, and Enterprise accounts and can be accessed directly from the payments or commerce analytics tools in your portal.
Accessing Commerce Analytics Reports in Hubspot
To begin working with commerce analytics, you first need to open the dedicated workspace in Hubspot.
- In your Hubspot account, navigate to the main navigation bar.
- Go to the section where payments and commerce analytics are managed.
- Open the commerce analytics tool to view default dashboards and reporting options.
Inside this workspace, you will see preset visualizations and flexible report builders designed for revenue and order analysis.
Selecting a Report Type in Hubspot Commerce Analytics
When you create a new report, you will be prompted to choose a report type based on the data you want to explore. Typical options include:
- Revenue reports: analyze total processed amounts, net revenue, and trends over time.
- Orders and payments reports: track counts of payments, orders, successful charges, and failures.
- Subscriptions reports: follow subscription counts, active vs. canceled subscriptions, and recurring revenue behavior.
- Customer reports: view unique buyers, repeat purchase rates, and customer value metrics.
Choosing the correct report type in Hubspot ensures that the underlying dataset and default metrics match your analysis goals.
How to Create a New Commerce Analytics Report in Hubspot
Use the following steps to create a new report from scratch within the commerce analytics suite.
Step 1: Start a New Report
- Open the commerce analytics tool in your Hubspot portal.
- Click the option to create or add a new report.
- Select the desired report template or choose a blank report if you want full control over the configuration.
Step 2: Define the Report Data Source
Next, specify the primary data that the report should use:
- Choose payments, orders, or subscriptions as the data foundation.
- Confirm that the date field (such as payment date or subscription start date) matches the analysis you want to run.
- Verify which currencies and pipelines are included, depending on your commerce setup.
In Hubspot, configuring the data source correctly prevents gaps or duplication in your commerce metrics.
Step 3: Configure Metrics and Dimensions
Once the data source is set, add the metrics and dimensions that shape your visualization:
- Metrics might include revenue amounts, number of payments, number of orders, or active subscriptions.
- Dimensions might include date, product, subscription status, payment status, or customer.
Use drag-and-drop fields in the report editor to place metrics on your value axis and dimensions on your category or group axis.
Step 4: Apply Filters and Date Ranges
Filters refine your dataset so the report focuses only on relevant records. Common filters include:
- Date range (e.g., last 30 days, quarter to date, year to date)
- Payment status (e.g., succeeded, failed, refunded)
- Subscription status (e.g., active, canceled)
- Product or line item names
- Customer segments or properties
Set the date range at the top of the builder and then apply additional filters to narrow the commerce data in your Hubspot report.
Step 5: Choose Visualization Types
Commerce analytics reports support multiple visualization options. You can typically choose from:
- Line charts for trends over time
- Bar and column charts for comparing categories or segments
- Tables for detailed, sortable views of orders and payments
- Summary tiles for key performance indicators such as total revenue
Pick the visualization that best communicates the story of your Hubspot commerce data to stakeholders.
Customizing Commerce Analytics Reports in Hubspot
After creating a base report, you can customize layout and content to better match your analysis needs.
Adjusting Grouping and Sorting
Fine-tune the structure of your report by grouping and sorting your data:
- Group revenue by product, region, or sales channel.
- Sort payments by amount, date, or customer name.
- Group subscriptions by plan type or billing frequency.
In Hubspot, these adjustments help surface outliers, top performers, and problem areas at a glance.
Editing Fields and Labels
Make your report more readable and aligned with internal terminology by editing labels, formats, and field visibility:
- Rename metrics so they use business-friendly language.
- Show or hide specific columns in tables.
- Change number formats or currency symbols where supported.
Keeping report labels clear ensures everyone in your organization can interpret Hubspot commerce analytics correctly.
Saving, Sharing, and Reusing Reports
Once you are satisfied with your configuration, save the report for future use:
- Click the save button in the report builder.
- Give the report a descriptive name and assign it to the appropriate folder or dashboard.
- Adjust access permissions if your Hubspot account settings support user or team-level controls.
Saved reports can be pinned to dashboards, duplicated, and modified without affecting the original version.
Adding Commerce Analytics Reports to Dashboards in Hubspot
Dashboards let you combine multiple commerce analytics reports in a single view.
- Open the dashboard section in your Hubspot account.
- Select an existing dashboard or create a new one dedicated to commerce and payments.
- Use the add report option to search for the commerce analytics report you created.
- Place and resize the report on the dashboard to highlight your most important metrics.
Organizing dashboards by audience (finance, leadership, sales operations) ensures that each team sees the specific commerce analytics they need.
Practical Use Cases for Hubspot Commerce Analytics
Here are some common ways teams use commerce analytics reports to drive decisions:
- Monitor month-over-month revenue growth and average order value.
- Track failed payments and refunds to improve billing processes.
- Analyze subscription churn and renewal rates to refine pricing and offers.
- Identify high-value customers for loyalty or upsell campaigns.
By turning payment and subscription data into structured reports in Hubspot, you can act quickly on trends that impact cash flow and customer retention.
Resources for Mastering Commerce Analytics in Hubspot
For detailed, official documentation on the commerce analytics suite, review the original product guide on the HubSpot Knowledge Base: create reports in the commerce analytics suite.
If you need strategic help implementing reporting practices, you can also work with specialized consultants such as Consultevo, who focus on CRM, analytics, and performance optimization.
By combining accurate data from your payments and subscriptions with flexible reporting tools in Hubspot, your business can build a reliable, repeatable approach to commerce analytics that supports growth and long-term planning.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
“`
