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Aggreg8

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Aggreg8

Connect all your portfolio companies' HubSpot portals into one…

Built by

Aptitude 8

Installs
<10 installs
Sign in to installRequires Aggreg8 subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Aggreg8 Subscription
Pro plan

Overview

When your portfolio companies each run their own HubSpot portal, getting a clear picture of performance across investments means hours of manual reporting.


Aggreg8 solves this by bringing deal, revenue, contact, and company data from every portfolio company's HubSpot portal into a single, unified dashboard.


Instead of logging into each portfolio company's HubSpot account, pulling individual reports, and consolidating numbers in spreadsheets, Aggreg8 gives you real-time visibility across your entire portfolio from one place.


Connect your portfolio companies' HubSpot portals and immediately start seeing:


  • Portfolio-wide revenue tracking — Monitor closed-won revenue, open pipeline value, and deal velocity across every portfolio company. Instantly identify which investments are hitting targets and which need attention.

  • Sales funnel health across investments — See how each portfolio company converts leads through MQL, SQL, Opportunity, and Customer stages. Compare conversion rates side-by-side to spot operational gaps and share best practices across the portfolio.

  • Pipeline visibility without the noise — Group pipelines into custom categories, track deal flow trends over time, and compare pipeline performance across portfolio companies without needing access to each individual HubSpot account.

  • Controlled access for your team — Give deal partners, operating teams, and analysts access to the specific portfolio companies they manage. Everyone sees exactly what they need — nothing more.


Aggreg8 connects to HubSpot with read-only access — no data in your portfolio companies' portals is ever modified. Set it up in minutes and start making faster, more informed decisions across your investments.


Features

What it does

Cross-Portal Dashboard

Connect multiple HubSpot portals and view aggregated reporting across your entire portfolio from a single dashboard.

Revenue reports

Revenue & Deal Tracking

Track closed-won revenue, open pipeline value, and deal velocity across all connected portals with real-time metrics and trend charts.

Pipeline reporting

Pipeline Analysis

Compare pipeline performance across portfolio companies. Group pipelines into custom categories and monitor deal flow over time.

Lifecycle stages

Contact & Company Lifecycle Funnels

Analyze how leads move from MQL to Customer across portals. View conversion rates at each funnel stage with configurable lifecycle stage mappings.

Lead sources

Lead Source Distribution

See where contacts are coming from across your portfolio with source breakdowns and understand which channels drive the most leads.

Pipeline categories

Pipeline Categories

Organize pipelines from different portals into custom categories for cleaner cross-portal comparisons and filtering.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Companies

Companies

Companies

Company Properties

Company Properties

Company Properties

Contact Properties

Contact Properties

Contact Properties

Contacts

Contacts

Contacts

Deal Pipelines

Deal Pipelines

Deal Pipelines

Deal Properties

Deal Properties

Deal Properties

Deals

Deals

Deals

More info about shared data

Aggreg8 uses a one-way, read-only sync from HubSpot to Aggreg8. Data flows from your HubSpot portals into Aggreg8 for reporting purposes only. Aggreg8 never writes, updates, or deletes any records in HubSpot. There is no reverse sync. All data is fetched on demand via HubSpot's API using OAuth with read-only scopes, and is used solely to generate aggregated dashboards and charts within the Aggreg8 application.

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Pro

$1,000

/month

Pro

$1,000

/month

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/10/2026

More info

Built by

Aptitude 8

Installs
<10 installs
Categories
Languages this app is available in
English

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