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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 make internal server Excel reports accessible through HubSpot’s mobile app by creating a data bridge that moves your Excel report data into HubSpot’s mobile-optimized environment.
This approach transforms static internal reports into dynamic, mobile-accessible dashboards with real-time updates and touch-friendly navigation.
Create a data bridge to HubSpot mobile using Coefficient
CoefficientHubSpotsolves the challenge of making internal server Excel reports accessible throughmobile app by creating a data bridge that moves your Excel report data into HubSpot’s mobile-optimized environment. Since HubSpot mobile app cannot directly access internal server files, Coefficient extracts data from your Excel reports’ underlying sources and populates HubSpot objects.
How to make it work
Step 1. Identify and connect to data sources.
Connect to the SQL databases or data sources that feed your internal Excel reports. This approach provides fresher data than working with static Excel files and eliminates server access limitations.
Step 2. Map Excel structure to HubSpot objects.
Map your Excel report columns to HubSpot custom objects and properties. This ensures your field teams see the same information structure they’re familiar with, but optimized for mobile viewing.
Step 3. Set up automated data synchronization.
Schedule regular data imports to keep HubSpot current with your internal reports. Choose from hourly, daily, or weekly refresh schedules to ensure mobile users always see current information that matches your internal Excel reports.
Step 4. Build mobile-optimized HubSpot reports.
Create HubSpot reports and dashboards optimized for mobile viewing using your imported data. These provide touch-friendly navigation, responsive design for different screen sizes, and offline capability for recently accessed reports.
Step 5. Enable advanced mobile features.
Set up real-time push notifications when key metrics change, configure interactive filtering for mobile exploration, and enable easy team collaboration through HubSpot’s mobile sharing features.
Step 6. Connect with existing HubSpot data.
Link your Excel report data with existing HubSpot contacts and deals for complete context. This provides field teams with comprehensive information beyond what standalone Excel reports can offer.
Transform internal reports into mobile-accessible dashboards
Start buildingThis solution transforms static internal Excel reports into dynamic, mobile-accessible HubSpot dashboards while maintaining data accuracy and providing superior mobile user experience.your mobile data bridge today.
