--- title: How to use Datasets in HubSpot [VIDEO] description: HubSpot Datasets are fun to use if you want to create powerful reports with what's in your CRM. Here's a quick video to show you how to create & use them. image: https://www.connectlabs.co/hubfs/CL%20%202023%20-%20Blog%20Banners.png --- [Skip to main content](https://www.connectlabs.co/blog/how-to-use-datasets-in-hubspot-video#main) [![Connect labs logo 2021.png?width=364&name=Connect labs logo 2021](https://www.connectlabs.co/hubfs/Imported%20images/Connect%20labs%20logo%202021.png%3Fwidth=364%26name=Connect%20labs%20logo%202021.png) ![Connect labs logo 2021.png?width=364&name=Connect labs logo 2021](https://www.connectlabs.co/hubfs/Imported%20images/Connect%20labs%20logo%202021.png%3Fwidth=364%26name=Connect%20labs%20logo%202021.png)](https://www.connectlabs.co) - Show submenu for STRATEGY STRATEGY - [AI Search Optimisation Strategy](https://www.connectlabs.co/workshops/answer-engine-optimisation) - [Value Proposition & Messaging](https://www.connectlabs.co/workshops/value-proposition-and-messaging) - [Lead Management Strategy](https://www.connectlabs.co/workshops/lead-qualification) - [SaaS Optimisation Strategy](https://www.connectlabs.co/workshops/saas-optimisation) - Show submenu for SOLUTIONS SOLUTIONS - [Disjointed customer data & no centralised CRM](https://www.connectlabs.co/solutions/disjointed-customer-data) - [Struggling with lead generation & conversion rates](https://www.connectlabs.co/solutions/lead-generation-strategies) - [Outdated or underperforming websites](https://www.connectlabs.co/solutions/outdated-websites-redesign-solutions) - [Inefficient sales and marketing processes](https://www.connectlabs.co/solutions/optimise-sales-and-marketing-processes) - [ABOUT](https://www.connectlabs.co/about-us) - [RESOURCES](https://www.connectlabs.co/resources) Open main navigation Close main navigation - Show submenu for STRATEGY STRATEGY - STRATEGY - [AI Search Optimisation Strategy](https://www.connectlabs.co/workshops/answer-engine-optimisation) - [Value Proposition & Messaging](https://www.connectlabs.co/workshops/value-proposition-and-messaging) - [Lead Management Strategy](https://www.connectlabs.co/workshops/lead-qualification) - [SaaS Optimisation Strategy](https://www.connectlabs.co/workshops/saas-optimisation) - Show submenu for SOLUTIONS SOLUTIONS - SOLUTIONS - [Disjointed customer data & no centralised CRM](https://www.connectlabs.co/solutions/disjointed-customer-data) - [Struggling with lead generation & conversion rates](https://www.connectlabs.co/solutions/lead-generation-strategies) - [Outdated or underperforming websites](https://www.connectlabs.co/solutions/outdated-websites-redesign-solutions) - [Inefficient sales and marketing processes](https://www.connectlabs.co/solutions/optimise-sales-and-marketing-processes) - [ABOUT](https://www.connectlabs.co/about-us) - [RESOURCES](https://www.connectlabs.co/resources) - [Let's Talk!](https://www.connectlabs.co/lets-talk) [Let's Talk!](https://www.connectlabs.co/lets-talk) # How to use Datasets in HubSpot \[VIDEO\] ![Roshan Thaliath](https://app.hubspot.com/settings/avatar/7d6f63998dbb649cdcd5ac89452536fb) by [Roshan Thaliath](https://www.connectlabs.co/blog/author/roshan) October 13, 2023 Today, we want to delve into the world of HubSpot features that are often overlooked and underused. Among these hidden gems is the powerful datasets feature, exclusively available with an Operations Hub license. A dataset is a collection of data from across your HubSpot account that can then be used in custom reports. Within a dataset, you have the flexibility to incorporate properties for CRM objects and HubSpot assets, as well as utilise formulas to effortlessly compute your data as necessary. An excellent example of this is the ability to create a specific field that calculates annual recurring revenue based on the deal amount property. To create a dataset: - In your HubSpot account, navigate to **Reports **> **Data Management **> **Datasets**. - In the upper right, click **Create dataset**. Or to create a dataset using a template, browse the available templates, then click **Use template**.  You can read more: [Knowledgebase Article. ](https://knowledge.hubspot.com/reports/create-and-use-datasets) Here is a quick video to introduce you to datasets, hope this helps!  *Disclaimer: This one is just over 2 mins!*   ###### Tags: [CRM](https://www.connectlabs.co/blog/topic/crm) ![Roshan Thaliath](https://app.hubspot.com/settings/avatar/7d6f63998dbb649cdcd5ac89452536fb) Post by [Roshan Thaliath](https://www.connectlabs.co/blog/author/roshan) October 13, 2023 Roshan is a Technical Analyst at Connect Labs. He is a tech enthusiast that loves bringing value to customers and businesses through custom product and data solutions. ©2026 Connect Labs. All rights reserved. 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