)
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.”
PowerBI’s native HubSpot integration requires API programming and lacks real-time refresh scheduling needed for customer-facing dashboards, while HubSpot’s sharing options can’t match PowerBI’s visualization capabilities.
Here’s how to create professional customer dashboards with live HubSpot data using PowerBI’s advanced features without technical barriers.
Create customer-facing dashboards with automated HubSpot data flow
CoefficientHubSpotbridgesand PowerBI, enabling real-time customer dashboards without API programming while maintaining professional presentation standards.
How to make it work
Step 1. Create dedicated Excel workbooks for each customer.
Set up separate workbooks using Coefficient’s HubSpot connector. Configure customer-specific data imports with relevant filtering by company, deal owner, or date ranges.
Step 2. Schedule automatic refreshes for live data.
Set hourly or daily automatic refreshes to maintain current information. Customers see real-time HubSpot data without any manual updates from your team.
Step 3. Connect PowerBI to Excel files as data sources.
Link PowerBI to your Excel workbooks containing live HubSpot data. Build visualizations using PowerBI’s advanced capabilities that exceed HubSpot’s native dashboard tools.
Step 4. Calculate custom metrics using Excel formulas.
Create complex KPIs and calculations in Excel before PowerBI visualization. This enables sophisticated metrics that aren’t available in HubSpot’s standard reporting.
Step 5. Share specific dashboards without HubSpot access.
Provide customers with PowerBI dashboard links that show their data without requiring HubSpot login credentials. Maintain controlled access while delivering professional reports.
Deliver professional dashboards with automated data flow
BuildThis workflow creates a seamless process: Coefficient refreshes HubSpot data, Excel updates automatically, PowerBI refreshes with new information, and customers see current dashboards. The result is professional customer-facing reports that exceed HubSpot’s native capabilities.automated customer dashboards today.
