Role Views

Perspectives by role

The same HubSpot objects serve different purposes depending on your role. These role-based views show you what matters most for your work — which objects to focus on, what data you need, and how to use unified views for better decisions.

The Customer Org

Creating and delivering value to customers

Focus: Unified Customer View
Key Objects: Contact, Company, Signal, Ticket

The Operations Org

Enabling the Customer Org to be effective

Focus: Unified Team Enablement
Key Objects: Service, Project, Deliverable, Task

The Finance Org

Resource stewardship and value accounting

Focus: Unified Revenue View
Key Objects: Deal, Order, Invoice, Subscription

Leadership

Strategic intelligence across all three orgs

Focus: Unified Business Context
Key Objects: Signal, Listing, Company, Service