From pipeline to performance, all in one place

HubSpot captures the activity that drives growth, from campaigns and leads to deals and customer relationships. Datarails connects that data directly to your financial reporting and planning environment, so you can see how pipeline, conversion, and retention impact revenue and performance in real time.

Bring CRM data into finance decision-making

Link marketing and sales performance to financial results

Bring pipeline activity, bookings, campaign metrics, and customer data from HubSpot into your reporting layer alongside financial actuals. See how growth initiatives translate into revenue, margin, and overall business performance.

Align revenue forecasting with financial planning

Connect HubSpot forecasts and deal data to structured financial models. Create shared visibility across marketing, sales, RevOps, and finance, so revenue projections and financial plans stay aligned.

Understand the full customer lifecycle impact

Analyze acquisition costs, conversion rates, retention, and expansion metrics together with financial data. Connect customer activity to revenue outcomes and identify what drives sustainable, long-term growth.

Trusted by finance teams using Hubspot

“Reporting used to take us days. Now, it’s done within a few hours. The time savings mean we can get information out and make key decisions quickly, which helps us generate income a lot faster.”

Aubrey Lane
Business Analyst

See how Datarails works with Hubspot

Become a Partner

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails