Hubspot to Power BI
What is HubSpot?
HubSpot is an all-in-one marketing technology solution encompassing marketing automation, customer relations management, social media management, and much more. It allows marketing and sales personnel to store and manage all lead and related marketing data from an integrated database.
What is Power BI?
Power BI is an on-premise and cloud-based data visualization tool from Microsoft. It allows business intelligence professionals and data analysts to build and disseminate interactive visual reports and dashboards for analytical decision-making purposes.
Common HubSpot to Power BI Integration Challenges
Marketers and sales managers have long demanded a robust interface to smoothly connect HubSpot to Power BI. Being able to drill down into customer data, gauge performance of marketing campaigns, and identify loopholes in sales processes can all uncover key improvement areas through which companies can get several steps ahead of the competition.
However, a native Power BI to HubSpot integration connector doesn’t exist, leaving companies either to configure via API URLs, custom connectors or develop one in-house.
1. Developing HubSpot to Power BI Connectors is Complex
Developing HubSpot to Power BI connectivity in-house requires considerable domain expertise and development prowess to build optimized connection interfaces, which can drain resources and incur costs. Although Power BI to HubSpot integration via API URLs is possible, users have reported facing issues importing all marketing campaign data and carrying out significant querying.
2. Performance Reports Are Rigid
The inability to alter or customize lifecycle stages within HubSpot can create reports that are not tailor-made for organization needs. Furthermore, lack of read and write options within Power BI means any reports or dashboards built have to be edited from within HubSpot tables to bring about changes that can be tedious and time-consuming.
3. Difficult to Reconcile Sales With Accounting Data
The standard ODBC, CData HubSpot to Power BI connector doesn’t support integration with multiple sources such as ERP systems and databases at once that can prevent achieving a single view of expenses and sales performance KPIs under one roof. Instead, it would require separate connectors to connect HubSpot to Power BI and other sources, leading to higher licensing and development costs.
Build Custom Power BI Reports and Dashboards Using HubSpot Data with Acterys
Facing issues loading HubSpot data into Power BI? Want to eliminate silos of sales, marketing, and accounting data?
Acterys’ on-premise 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 bi-directional integration to set either Power BI or Excel as your primary reporting interface to read and write fully customized reports or dashboards.
1. Get 360 Degree Visibility Into Marketing And Sales Expenses
Create fully editable interactive reports and dashboards of Power BI to HubSpot data to gauge marketing campaigns and sales pipeline performance. Combine acquisition costs and ad spend financials with accounting data from ERP software (e.g. Xero, Dear Inventory, QuickBooks), web applications, among others on Acterys’ virtualized SQL database.
2. Easily Alter Lifecycle Stages For Customized Reports And Dashboards
Add new dimensions and customize HubSpot’s Lifecycle stages to include partners, investors, analysts, and other stakeholders directly from within Excel or Power BI without affecting HubSpot’s source data to suit individual business needs. In comparison with CData HubSpot-Power BI connector, Acterys provides built-in reporting templates for a wide variety of scenarios including Cash Flow, CAPEX, HR, and many more to modify and customize reporting for particular categories and dimensions.
3. Simple Setup and Quick Turnaround Time
Utilize the Acterys platform’s one-click setup to configure Power BI to HubSpot data within 2 minutes. Dive deep into each data source for granular reporting and analysis and modify dimensions on the fly. Benefit from AI-generated insights to generate key reporting takeaways to accelerate budgeting, forecasting, and operational planning decisions.