How to Analyze Segments in Hubspot

Hubspot makes it easy to analyze segments so you can understand how specific groups of contacts, companies, or deals behave over time. By creating and reviewing segment reports, you can uncover performance trends, track engagement, and optimize your marketing and sales efforts with data-driven insight.

This guide walks through how segment analysis works, where to find it, and how to interpret the charts and tables on the segment details page.

What Are Segments in Hubspot?

In the Hubspot customer platform, a segment is a defined subset of your records based on shared criteria. These records can include:

• Contacts
• Companies
• Deals
• Other CRM records, depending on your setup

Segments are usually defined using filters and properties, such as lifecycle stage, industry, deal stage, or custom properties. Once a segment exists, you can open a detailed segment view to see how it performs.

Accessing Segment Analysis in Hubspot

You can open segment analysis from the Segments tool in Hubspot. From the segments list, select a specific segment to open its details page. The details page gives you quick insight into:

• The size and composition of the segment
• How the segment has changed over time
• Which properties define the segment

Each segment has its own analysis page that shows a summary panel, chart, and table of records that match your criteria.

Understanding the Hubspot Segment Details Page

The Hubspot segment details page is organized into key sections so you can quickly scan performance and dig deeper into trends.

Hubspot segment summary panel

At the top of the page, the summary panel presents core metrics for the selected segment. Depending on your record type, this may include:

• Total number of records in the segment
• Net change over the selected date range
• Percentage growth or decline
• Any additional metrics supported for that segment type

The summary gives you a snapshot of how the segment is evolving, helping you identify whether it is expanding, shrinking, or staying stable.

Hubspot segment chart

Beneath the summary, the chart visualizes how your segment changes over time. By default, you will see a time series view with data points aligned to your selected interval, such as daily, weekly, or monthly.

Common ways to use the chart include:

• Tracking how many records join the segment over a date range
• Comparing trends after a new campaign or workflow is launched
• Identifying seasonality or recurring patterns in your records

Hover over points on the chart to see more detailed counts and values for specific dates or intervals.

Hubspot segment table

The table lists the individual records that belong to the segment based on your filters. For each record, you can see columns such as:

• Name or identifier of the record
• Key properties relevant to your analysis
• Dates when the record entered or exited the segment, where applicable

The table helps you move from high-level trends down to the actual records that make up the segment.

Filtering and Refining Hubspot Segment Views

The detailed analysis view in Hubspot allows you to refine how data appears on the chart and in the table without changing the underlying segment definition.

Adjust time range and frequency

You can change the date range to focus on a particular period, such as the last 7 days, last 30 days, or a custom range. You can also change the chart frequency to see:

• Daily movement for short-term analysis
• Weekly or monthly summaries for longer-term trends

Adjusting these options helps you align your analysis with your reporting cycles.

Change displayed metrics

Depending on the type of segment and record, you may be able to change the primary metric shown on the chart. For example, you might choose to display:

• Count of records in the segment
• Newly added records during a specific period
• Other related performance metrics supported by the object

This flexibility lets you focus on the most meaningful metric for your use case.

Sort and customize the table

The records table on the segment details page can be sorted by different columns. You can also adjust which columns appear so you see the most relevant properties for your analysis. Typical actions include:

• Sorting by create date or recent activity date
• Sorting by lifecycle stage or deal stage
• Adding or removing columns to highlight certain properties

Sorting and customizing the table makes it easier to find outliers, top performers, or records that need attention.

Steps to Analyze Segments in Hubspot

Use the following process to review any segment in Hubspot and extract meaningful insights:

1. Open the Segments tool. From your main navigation, go to the Segments area and select the segment you want to analyze.
2. Review the summary metrics. Check the total number of records, net change, and growth rate for the selected date range.
3. Scan the chart. Look at the shape of the trend line to identify growth spikes, dips, or plateaus.
4. Adjust filters and time range. Narrow the date range or adjust the frequency to clarify patterns.
5. Inspect individual records. Use the table to examine the actual contacts, companies, or deals in the segment.
6. Export or share insights. If needed, export data or share findings with your team for follow-up actions.

Best Practices for Using Hubspot Segment Analysis

You can make segment analysis more effective in Hubspot by following a few practical guidelines.

Align segments with business goals

Define segments that map to clear objectives, such as:

• High-value prospects in a target industry
• Renewal-ready customers within 90 days
• Deals in late-stage pipelines with high value

When segments are tied to goals, their analysis directly supports decisions in marketing, sales, or customer success.

Use consistent properties and filters

Ensure the properties that define your segments are:

• Accurately populated and maintained
• Consistent across teams and pipelines
• Aligned with your lifecycle definitions and processes

Reliable input data leads to reliable segment insights.

Monitor segments over time

Check key segments on a regular cadence, such as weekly or monthly. Over time, you will begin to recognize normal variation versus meaningful shifts that warrant action.

More Resources for Hubspot Users

To dive deeper into how segment analysis works, you can review the official documentation on analyzing segments in Hubspot at this support article. It provides additional interface details, definitions, and examples specific to your subscription level.

If you want strategic help optimizing your CRM and segment strategy beyond the basic features of Hubspot, consider consulting specialists such as Consultevo, who focus on CRM architecture, analytics, and digital growth.

By using the segment details page effectively, you can turn the data stored in Hubspot into practical insight, helping teams across your organization make better, faster decisions.

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