HubSpot Utilization Report Tutorial: Mastering Datasets and Formulas

Master the art of creating insightful utilization reports in HubSpot with this comprehensive walk through/tutorial.
Dive deep into the world of HubSpot datasets and discover how to effortlessly combine primary and secondary data sources to extract valuable insights. Learn how to apply filters effectively to refine your data and leverage formula fields to calculate precise utilization percentages.
I'll guide you through advanced techniques like using the FIXED(💎) function and commas for filtering within your formulas, empowering you to create customized reports tailored to your specific needs.
Whether you're a HubSpot newcomer or an experienced user, this quick video will equip you with the knowledge and skills to track resource allocation, identify areas for improvement, and make data-driven decisions within your HubSpot CRM.
Join me in the process of building utilization reports and unlock the full potential of your HubSpot dataset 🩷
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