)
Written by
Table of Contents
“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 transform your SQL-based Excel data into mobile-friendly HubSpot dashboards by creating a direct pipeline from your databases to HubSpot’s reporting tools.
This approach gives your field teams native mobile access to live data instead of trying to view Excel files on small screens.
Build a SQL to HubSpot dashboard pipeline using Coefficient
CoefficientHubSpotconnects directly to the SQL databases that power your Excel reports, then automatically populateswith fresh data for dashboard creation. This eliminates static Excel files while maintaining your SQL refresh functionality.
How to make it work
Step 1. Connect to your SQL database.
Configure Coefficient to connect to your SQL database using the same queries that populate your Excel reports. This creates the foundation for your mobile dashboard data pipeline.
Step 2. Map SQL results to HubSpot properties.
Set up field mapping between your SQL query results and HubSpot properties or custom objects. You can handle complex calculations and multiple joins just like your Excel reports do.
Step 3. Schedule automated data refresh.
Set up scheduled imports to ensure dashboard data stays current. Choose from hourly, daily, or weekly refresh schedules based on how often your field teams need updated information.
Step 4. Apply filters for focused dashboards.
Use Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to focus dashboard data on specific criteria. This ensures your mobile dashboards show only relevant information for each team or role.
Step 5. Build native HubSpot dashboards.
Create HubSpot reports and dashboards using your imported SQL data. These automatically display properly on mobile devices with touch-optimized navigation and offline access to recently viewed data.
Step 6. Set up automated alerts.
Configure Slack or email notifications when key metrics change. This keeps field teams informed of important updates even when they’re not actively checking dashboards.
Transform your Excel reports into mobile-optimized dashboards
Start buildingThis approach provides superior mobile accessibility compared to Excel files while maintaining your SQL refresh functionality.your mobile-friendly HubSpot dashboards today.
