Hubspot to Power BI Connector
by Vidi Corp LTD
Seamlessly connect Hubspot data to Power BI for advanced analytics and reporting.
Vidi Corp's HubSpot Power BI Connector is an effective solution that allows companies to effortlessly connect their HubSpot data with business intelligence (BI) tools.
This Connector solves multiple problems:
- Centralised HubSpot Data – Combine data from contacts, companies, deals, tickets, and marketing activities into one centralized Power BI dataset.
- Measure Marketing Effectiveness – Track campaign effectiveness, lead sources, email engagement, and conversion metrics to optimize marketing ROI.
- Optimize Sales Pipelines – Visualize deal progress, revenue forecasts, and team performance to refine sales strategies and drive growth.
- Enhance Customer Engagement – Visualize deal progress, revenue forecasts, and team performance to refine sales strategies and drive growth.
- Enable Multi-Platform Analytics – Connect HubSpot data with Power BI, Tableau, Excel, and other BI tools for deeper data insights.
5 HubSpot Analytics Dashboards In Our Template
The Overview Dashboard - It surfaces core metrics such as:
- Emails sent through sequences
- Replies received
- Deals created
- Calls made
- Notes logged by sales reps
Email Reporting - Track replies and sends by day, Evaluate subject lines, Compare reps by activity and performance,
Find the job titles that reply most often
Call Reporting - The calls section helps you assess how calling activity is being distributed and whether those calls are productive.
You can analyse:
- How many calls each rep is making
- Which contacts are receiving calls
- Comments left by reps after the call
- Call recording link saved in HubSpot
- Call status, including whether a connection was made
Pipeline Velocity - Track Average time to close, Time spent in each stage, Velocity by deal value.
Current Pipeline - The final section gives a live view of the current pipeline.
Here you can see:
- Number of deals by size
- Deals grouped by created date
- Status split between won, open, and lost
- Current deal counts by stage
- Individual deals with their status and amount
4 easy steps to connect HubSpot to Power BI
Our HubSpot Power BI connector gathers data in a convenient format, which can save you countless hours in data integration work. You will receive tables such as:
- Contacts
- Deal
- Engagements
- Emails
- Tasks