HubSpot is an all-in-one marketing technology solution that provides software, tools and other resources to support vital business functions, including sales, marketing and customer service. As businesses using HubSpot scale up and add technology, they find themselves needing to consolidate data sources and extract more value from existing systems. One way to do this is by using Power BI with a HubSpot data warehouse.
Overwhelmed teams are increasingly hindered by the very technology that was designed to empower them. For example, HubSpot research shows that 45% of sales professionals feel overwhelmed by the tools available to them. Meanwhile, the explosion in enterprise data can be dizzying — the mean is 400 data sources per company, according to a Matillion and IDG survey. Over 20% of businesses draw from at least 1,000 data sources.
Across functions, teams want the right tools and technologies, not just more of them. Enterprise organizations are looking to coordinate their finance, operations, sales and marketing teams across critical systems. These include accounting, customer relationship management (CRM) and enterprise resource planning (ERP).
Learn more about HubSpot data warehouses and the advantages of leveraging Power BI and Microsoft Excel to connect your data. Find out how HubSpot and Power BI work together to improve your reporting, scalability, data visualizations and more.
A data warehouse is a powerful tool that allows businesses to consolidate and store large volumes of data from various sources within their organization. It serves as a repository where data from different systems, such as CRM systems, marketing automation and website analytics, can be integrated and organized in a structured manner.
The primary purpose of a data warehouse is to provide a unified view of data so businesses can analyze data and extract insights more effectively. Effective data warehouses break down silos and provide comprehensive and holistic views of business operations by bringing together data from multiple sources.
A HubSpot data warehouse acts as an operations hub for your sales, marketing and customer data, allowing you to connect and combine information across tools and systems. By centralizing data from a HubSpot database, you can easily access and analyze it using a variety of analytics tools.
Integrating Power BI with a HubSpot data warehouse helps businesses looking to maximize the value of their data. Here are compelling reasons to combine Power BI and HubSpot data warehouses.
Having a comprehensive backup of your data is crucial for data security and business continuity. HubSpot data warehouses let businesses centralize data, eliminate silos and access a unified view — all while protecting that data. HubSpot offers comprehensive data backup in a format that can be accessed by a range of client tools, including Power BI, Excel, Tableau, Qlik and custom-built solutions.
With backups stored in a HubSpot data warehouse, businesses can easily access and retrieve their data as needed. This accessibility allows for seamless integration so businesses can analyze and visualize data with the tools they’re most comfortable with. If something does happen with your systems, you can restore your HubSpot data with ease
Combining Power BI with a HubSpot data warehouse gives businesses the advantage of Power BI reporting and analytics. Power BI is specifically designed to handle large volumes of data for efficient processing and analysis. With this combination, you can achieve the fastest possible query times to quickly retrieve and analyze your data.
Acterys offers an integrated platform that works seamlessly with Power BI and HubSpot, with built-in reporting templates and customizable dimensions. These features empower businesses to tailor their reports and dashboards. For example, with Acterys, you can easily alter life-cycle stages, add new dimensions and modify reporting categories and dimensions directly from within Excel or Power BI.
The combination of Power BI and a HubSpot data warehouse offers nearly infinite scalability. As your business grows and your data volume increases, you can easily expand cloud capacity to meet your evolving needs. Data complexity, size and storage are no longer pressing concerns, allowing your teams to focus on consolidating and analyzing data to gain business insights.
Power BI provides a range of visualization options that, combined with a HubSpot data warehouse, present your data in visually appealing and easily understandable formats. The ability to present data in multiple ways helps stakeholders conceptualize data to make informed business decisions, regardless of their job role or their Power BI expertise.
Power BI also offers robust analytics options that seamlessly integrate with HubSpot data warehouses. This integration allows businesses to create interactive dashboards and reports with data from HubSpot and other data sources. Acterys, for example, provides ready-made, editable dashboards with a professional data model for creating reports in Excel or Power BI.
With Power BI and a HubSpot data warehouse, you can build dashboards and interactive reports that combine information from numerous sources — accounting systems, ERP platforms, web analytics and more. This consolidating of data offers an accurate, up-to-date and comprehensive view of business operations. From there, you can identify correlations and trends that may not be apparent when viewing data in isolation.
While native integration and Power BI-to-HubSpot connectors may not exist yet, Acterys simplifies the data integration process. Acterys offers one-click setup to configure Power BI to HubSpot data within minutes without the need for custom connectors.
Power BI and HubSpot are powerful tools that help businesses generate insights and drive informed decision-making. Here are several key tips and best practices for making the most out of your analytics and reporting capabilities.
Create fully editable interactive reports and dashboards in Power BI to gauge the performance of your marketing campaigns and sales pipeline. Combine acquisition costs and ad-spend financials with accounting data from web applications and ERP software, such as Xero, Cin7 Core (formerly DEAR Inventory) and QuickBooks. This comprehensive view allows you to identify the effectiveness of your marketing efforts and optimize your sales strategies.
Set up scheduled data refreshes to ensure that your reports and dashboards are always up to date with the latest data from HubSpot. Doing so removes the need for manual data extraction and manipulation, which saves time and reduces the risk of errors.
You can also create automated email notifications and alerts to inform key stakeholders about changes in data or notable trends. For example, you can set up a daily email report highlighting marketing campaign performance and possible ways to optimize.
Improve efficiency by leveraging pre-designed models tailored for reporting, consolidation and planning. These models can underpin your analytics and reporting needs without the need to hand-build custom data models.
Built-in reporting templates cover a variety of scenarios, and you can still customize reporting for specific categories and dimensions. For example, you can use a pre-designed template to create a cash flow forecast based on HubSpot data.
Bidirectional integration allows you to set either Power BI or Excel as your primary reporting interface. This means you write back to HubSpot, not just read data. This flexibility empowers you to make actionable decisions based on real-time data while simulating “what-if” scenarios. For example, you can simulate the impact of different marketing strategies on your sales pipeline and adjust campaigns accordingly.
AI-generated insights from Power BI can help you identify trends, patterns and anomalies in your data for better decision-making.
For example, AI-generated insights accessible in Power Query Editor can highlight the most effective marketing channels for lead generation by analyzing historical data and uncovering details, such as audience sentiment, that might have been overlooked.
Create backups and data warehouse tables for your HubSpot data in a relational star schema format with Acterys. Simply connect your database with your Acterys username and password or use the Acterys Power BI Connector and select the required HubSpot tables. This approach to reporting can easily be extended with other business requirements, from planning and budgeting to project management, and can include almost any data source.
Many organizations already use HubSpot and Power BI to drive success. Combining these two tools can be a boon for marketing and sales leaders who want deeper insights and data-driven decision-making. But connecting HubSpot to Power BI has always been a challenge.
Acterys’ on-premises and cloud virtualized infrastructure lets you consolidate HubSpot data along with other sources for a single source of truth to empower your planning decisions. Take advantage of bidirectional integration to set either Power BI or Excel as your primary reporting interface to read and write fully customized reports or dashboards.
Want to see how Acterys can help you maximize the value of your HubSpot data warehouse in Power BI? Acterys Smart XL is the seamless, intuitive, and efficient solution for all of your business intelligence needs — no matter the source. Learn more about Smart XL and schedule your personalized demo today.
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