blog post

Explore your Hubspot Data with PowerBi : How-to, templates and metrics...

Florian Cabirol
November 28, 2023
Explore your Hubspot Data with PowerBi : How-to, templates and metrics...

Quick steps to create a Hubspot report with Google Sheets:

You can easiliy create a Hubspot report following this step :

  1. Get informations from the data integration from our Hubspot connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your Hubspot data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
Connect Google Sheet to Facebook Ads
Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a Hubspot report with Looker Studio:

You can easiliy create a Hubspot report following this step :

  1. Get informations from the data integration from our Hubspot connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for Hubspot at the end of the page.

The tutorial

Quick steps to create a Hubspot report with PowerBI:

You can easiliy create a Hubspot report following this step :

  1. Get informations from the data integration from our Hubspot connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for Hubspot at the end of the page.

The tutorial

Welcome to your guide on effortlessly integrating Hubspot's invaluable marketing insights into PowerBI's dynamic visualization platform. By the end of this tutorial, you will master connecting Hubspot's rich datasets with PowerBI, enabling you to create insightful marketing dashboards that drive strategic decisions and yield tangible business outcomes.

How to connect your Hubspot account to PowerBI

Add a source on Catchr

Navigate to Catchr's main screen and locate the 'Source' section within the side menu. Click here, continuing to the upper right-hand corner where you can 'Add a Source'. Select 'Hubspot' from the list and proceed by granting authorization so Catchr can synchronize with Hubspot seamlessly.

Adding a source in Catchr interface

Create the request to transfer Hubspot data to PowerBI

  • On Catchr's dashboard, identify and select 'API' from the side menu.
API section on Catchr
  • Ensure you adjust the export format to 'PowerBI'.
Selecting export format
  • Under the 'Source' tab, choose 'Hubspot' as your desired platform.
Selecting Hubspot as data source
  • Proceed to select the specific Hubspot account or accounts whose metrics you wish to incorporate.
Choosing Hubspot accounts
  • Next, cherry-pick the metrics and dimensions necessary for your report. Feel free to mix and match as many as you need.
Metrics and dimensions selection
Continued metrics and dimensions selection
  • Warning: Should you opt for a Catchr template, remember to include all dimensions and metrics specified on the template page for a correctly populated report.
  • Choose the time frame for data retrieval, either a set period or a custom range that suits your requirements.
Selecting time period for data
  • If needed, apply filters to hone in on the data points you're after. Multiple filters are easily stackable for precision.
Adding filters to data
  • Assess any additional request options specific to Hubspot for a tailored result.
Platform-specific request options
  • Once all settings are to your liking, an URL will materialize in the top bar. You can glimpse at your data by hitting the 'Preview' button located at the top right corner.
Previewing data and URL display
  • A swift moment later, the data preview will be presented.
Data preview screen
  • Consent to your data selection by copying the URL provided — this is your key to linking Hubspot and PowerBI.
Copy the generated URL for PowerBI

Import the Hubspot data and KPI to PowerBI

PowerBI Desktop

In PowerBI Desktop, you can enter the realm of data magic by pulling from various sources. Here, we'll rely on the web data source and put our generated URL to work.

  • Commence by selecting 'Get Data' followed by 'Web'.
Starting data import in PowerBI Desktop
  • Now, simply paste the previously acquired request URL.
Pasting the request URL
  • Wrap it up by clicking OK.

As PowerBI meticulously processes your import, you can polish the incoming query and begin forging your dashboards to divulge your new insights, later sharing your powerful reports as needed. Should you wish to harness your dataset in PowerBI's web application, just publish it right from the desktop for web access.

PowerBI Web App

To access your data set in the PowerBI web app, migrate it from the desktop version then carve out your report accordingly. You'll find all your uploaded data sets ready to be transformed into compelling visual stories.

And there you have it! A complete workflow for extracting the full value from your Hubspot data within your PowerBI environment.

Example of metrics you can use with the PowerBI Integration for Hubspot

Imagine the insights at your fingertips when you merge the robust analytics of Hubspot with the data visualization prowess of PowerBI. Whether you consider the number of Facebook fans as a measure of social engagement, scrutinize the first conversion date to understand early customer engagement, or track the annual revenue to gauge growth, you're empowered to construct a panoramic view of your marketing ecosystem.

With metrics like 'Marketing Qualified Lead conversion rates' and 'Deal closing timelines', analyze funnel efficiency or pinpoint bottlenecks in your sales process. If customer retention is the goal, delve into 'Company Last Engagement Date' or 'Contact Last Activity Date' for proactive customer health checks. And with the ease of handing off the technical data plumbing to Catchr, you can focus on storytelling with data, bringing to light trends and narratives that inform smarter business decisions.

Let the metrics come alive on your PowerBI dashboards, portraying a synchronized ballet of marketing and sales performances, driving home the impact of your campaigns, and predicting future successes. But this is just the beginning. Ready to explore more? Discover the extensive array of metrics provided by Hubspot within PowerBI here.

Bonus : Your free Template Hubspot Overview Template

In this Hubspot template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

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In this Hubspot template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

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Explore your Hubspot Data with PowerBi : How-to, templates and metrics...

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