Help center · Team, permissions and measuring

How do I review my team’s HubSpot usage inside HubCoach?

Open Teamwork to review saved daily analyses and your authorized portfolio. The view is read-only and whoever administers the workspace opens it.

For administrators
2 min read
Updated November 12, 2026

Team, permissions and measuringAt a glance

Where: Web app · Teamwork
For: For administrators
Steps: 5 steps
Time: 2 min

What are the steps?

Open Work → Teamwork and select the HubSpot account.
HubSpot usage shows the same saved cuts as Revenue Hub Latam. Reading them does not require another authorization or extraction.
Review the saved reading for leaders, four indicators, daily chart, people, teams, origins and portfolio. Filter by team and licence; select a person to inspect their calendar and evidence.
New results appear automatically. History retains earlier cuts; presence samples have a separate timestamp. Export the filtered people table or all evidence for one person as CSV.
If the account is not linked or daily updates are paused, your administrator manages the central monitor in Revenue Hub Latam. Teamwork portfolio keeps its existing sync and licences.

What does it look like in practice?

Example
A leader opens the daily cut already generated for their account without requesting another HubSpot extraction.

What should you keep in mind?

Keep learning

What else might help?

Need help with HubCoach?

If you already use HubCoach, report what is not working in Friction reports, inside the app, so whoever maintains your rules and content can review it. If you do not use it yet, apply to the waitlist.

Apply to the waitlist

You can also write to us at contacto@revenuehublatam.com.

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