HubSpot & Power BI: How to integrate your data and template

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.

Create the request to transfer Hubspot data to PowerBI

• On Catchr's dashboard, identify and select 'API' from the side menu.

• Ensure you adjust the export format to 'PowerBI'.

• Under the 'Source' tab, choose 'Hubspot' as your desired platform.

• Proceed to select the specific Hubspot account or accounts whose metrics you wish to incorporate.

• Next, cherry-pick the metrics and dimensions necessary for your report. Feel free to mix and match as many as you need.

• 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.

• If needed, apply filters to hone in on the data points you're after. Multiple filters are easily stackable for precision.

• Assess any additional request options specific to Hubspot for a tailored result.

• 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.

• A swift moment later, the data preview will be presented.

• Consent to your data selection by copying the URL provided — this is your key to linking Hubspot and 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'.

• Now, simply paste the previously acquired 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.

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