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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can convert Excel spreadsheets with SQL connections into mobile-optimized HubSpot reports by replicating the SQL connections and channeling that data directly into HubSpot’s reporting platform.
This transformation gives field teams native mobile access to the same data with better interactivity and real-time updates.
Replicate SQL connections for HubSpot mobile reports using Coefficient
CoefficientHubSpotprovides a direct pathway to convert Excel spreadsheets with SQL connections into mobile-optimizedreports. Rather than converting the Excel file itself, Coefficient replicates your existing SQL connections and channels that data directly into HubSpot, creating mobile-friendly reports with the same data and refresh schedules.
How to make it work
Step 1. Replicate your SQL queries.
Configure Coefficient to use the same SQL queries that populate your Excel spreadsheets. This ensures data consistency while eliminating the Excel file as a bottleneck in your reporting process.
Step 2. Map Excel structure to HubSpot.
Map your Excel column structures to HubSpot custom properties or objects. Coefficient maintains the same calculation logic and data relationships from your Excel spreadsheets while providing superior mobile accessibility.
Step 3. Establish automated refresh schedules.
Set up scheduled imports to maintain the same refresh frequency as your Excel reports, or improve upon it with more frequent updates. Choose from hourly to monthly refresh intervals based on your field team’s needs.
Step 4. Build mobile-optimized HubSpot reports.
Create native HubSpot reports and dashboards using the imported data. These automatically provide touch-optimized viewing, responsive design for different screen sizes, and offline access to recently viewed reports.
Step 5. Enable interactive features for mobile users.
Set up interactive filtering so mobile users can filter and drill down into data on-the-go. Configure automated alerts for key metric changes and enable easy report sharing through HubSpot’s collaboration tools.
Step 6. Connect with existing HubSpot data.
Link your converted reports with existing contact and deal records for complete context. This integration provides field teams with comprehensive information not available in standalone Excel reports.
Give your field teams dynamic, mobile-optimized reporting
Start convertingThis approach transforms static Excel reports into dynamic, mobile-optimized HubSpot dashboards while maintaining data accuracy and automated refresh capabilities.your Excel reports to mobile-friendly HubSpot dashboards today.
