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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.”
PowerBI’s built-in HubSpot connector requires complex API setup and doesn’t support real-time refresh scheduling, creating technical barriers for agencies managing multiple customer dashboards.
Here’s how to create automated HubSpot PowerBI dashboards without programming knowledge while keeping each customer’s data properly separated.
Build multi-customer HubSpot dashboards using Excel as a bridge
CoefficientHubSpotserves as an effective bridge betweenand PowerBI, eliminating the need for API programming while maintaining real-time data connections.
How to make it work
Step 1. Set up separate Excel workbooks for each customer.
Create dedicated workbooks using Coefficient’s HubSpot connector. This keeps each customer’s data isolated and allows for customer-specific filtering and field selection.
Step 2. Configure automated imports with customer-specific filtering.
Use dynamic filters to pull only relevant data for each customer (by company, deal owner, date ranges). Apply up to 25 filters to ensure each dashboard shows the right information.
Step 3. Schedule different refresh frequencies per customer.
Set hourly refreshes for high-priority customers and daily updates for others. Each workbook maintains its own refresh schedule based on customer needs.
Step 4. Connect PowerBI to your Excel workbooks.
Link PowerBI to these Excel files as data sources. When PowerBI refreshes, it automatically pulls the latest HubSpot data that Coefficient has synced.
Step 5. Include association data for comprehensive reporting.
Pull related object data (contacts to deals, companies to tickets) using Row Expanded display to create complete customer views in your dashboards.
Deliver professional dashboards with live data
Start buildingThis workflow provides automated HubSpot dashboard creation without requiring API knowledge. Each customer gets professional, real-time dashboards while you maintain complete control over data access and presentation.automated customer dashboards today.
