Create and use summary functions

🔗 HubSpot KB Bridge: Create and use summary functions

💡 Core Capability

A dataset is a collection of data from across your HubSpot account that can then be used in custom reports. A dataset can include properties for CRM objects and HubSpot assets, along with formulas to calculate your data as needed.

🛠️ Key Operations & Headings Outline

• Row-level vs summary formulas
• Use summary functions
  • List of summary functions
  • Create a summary function
  • Create row level summary results
• Example
  • Track conversion or win rate
    • Related content

📋 Subscription Availability

• Data Hub Professional, Enterprise

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • Looker Studio Pro Architecture Blueprint
  • drag-to-hubspot-blueprint
  • HubSpot Tasks - June 2026
  • clg_sales_dashboard_blueprint
  • Triage and Discovery Prep
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot