HubSpot Reporting & Analytics Strategy Delivery
3 HubSpot Tools We're Loving: Data Model Visualization, Payments, & Custom Goals
02/14/2023 • 3 min read • Written by Sara Sprenger

Table of Contents
HubSpot continues to release powerful features that make the platform stronger and easier to use. These capabilities help businesses gain improved insights from their data, expand payment options with subscription management, and create better performance tracking systems. Let's explore three standout HubSpot features that are transforming how businesses operate.
Data Model Visualization
The Data Model Visualization tool has become an essential resource for HubSpot users. Whether you're new to HubSpot or have been using it for some time, mapping your business data to HubSpot's data model can be challenging — especially if you aren't familiar with all the terminology and data concepts. Without proper understanding, you risk significant delays in your implementation process and potential data quality issues.
This visual data model helps users quickly understand essential HubSpot CRM concepts and terminology without having to search through documentation. You can set up a data model quickly and correctly with a solid data foundation that supports your business needs.
Clicking on objects in your data map allows you to dig deeper into an object's properties and how it interacts with other elements of your system. The visualization shows relationships between standard objects like contacts, companies, deals, and tickets, making it easier to understand how your data connects.
This feature is available for all tiers and hubs of HubSpot, but Enterprise users can also take advantage of the custom object builder. This intuitive tool allows you to create custom objects and see them appear in real-time in the data model overview, helping you build a CRM that truly reflects your business.
HubSpot Payments Updates
HubSpot Payment Links users in the United States can set up recurring payments for products and services with flexible billing options. This powerful feature allows you to schedule payments to start on specific calendar dates, ideal for selling courses, events, or services that begin on particular days and repeat over time.
The subscription management system also supports delayed billing at checkout. This allows you to start billing on a schedule after the checkout process is complete. For example, if you want to allow time for onboarding or offer a free trial period, you can easily configure the system to begin charging after the trial or onboarding period ends.
These flexible payment options help businesses create more sophisticated pricing models and improve cash flow predictability with recurring revenue streams. The system integrates seamlessly with HubSpot's CRM, providing complete visibility into customer payment history.
Custom Goals for Enterprise
HubSpot Sales and Service Hub Enterprise users can create Custom Goals based on virtually any property — including custom properties. This capability gives you the flexibility to set tailored performance metrics for your customer-facing teams that align perfectly with your specific business objectives.
Custom Goals help track progress toward targets, improve team accountability, and provide data-driven insights into performance. Managers can create dashboards that show real-time progress toward goals, helping teams stay motivated and focused on priorities.
The system allows you to set various goal types, including revenue targets, customer satisfaction scores, deal progression metrics, and service resolution times. By creating goals that reflect your unique business needs, you can ensure your teams are working toward outcomes that truly matter to your organization.
Make HubSpot Work Harder for You
With powerful tools like data model visualization, flexible payment management, and customizable performance goals, HubSpot provides the capabilities businesses need to improve processes, boost revenue, and maintain accountability.
These features represent HubSpot's ongoing commitment to creating a platform that adapts to your business needs rather than forcing your business to adapt to software limitations.
Ready to make the most of HubSpot but not sure where to get started? Our onboarding team can help! Meet with us today so we can get you where you want to go tomorrow.
By: Sara Sprenger
As the Chief Marketing Officer of Lynton, Sara is a jack of all trades. She thrives on diving into diverse areas like marketing, web development, and integrations, all with the goal of helping clients unlock their full potential. She's passionate about tackling challenges, solving complex problems, and embracing new experiences. When she's not using HubSpot to solve the world, you’ll likely find her being a Floridian at the beach or spending quality time with my dog, Maple Leaf.
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