Microsoft Power BI HubSpot Report Dashboard Template

  • Gert K 
hubspot power bi overview report

Use this HubSpot Overview Report template to visualize your HubSpot Contacts in Power BI in a few clicks. You’ll have access to all HubSpot data and the whole process should not take you more than 5 minutes.

As a prerequisite to getting started you’ll need access to HubSpot. Please make sure that you have the necessary user rights to install an external app.

Try it for free>>

This template gets the following data:

  • firstname
  • lastname
  • email
  • company
  • phone
  • lifecyclestage

 

The template can be customized with different fields, which you can find in available HubSpot data on a contact level.

 

It queries the data through our connector and makes it available in real-time. Follow the steps outlined below to get your data connection.

 

 

To get started

1. Connect your HubSpot data to Windsor.ai here

  • Register or login if you already have an account.

 

register Power BI

  • Select HubSpot account from the dropdown and remember to grant access.

sign hubspot power BI

  • Copy your API Key from the “Select Destination” tab

api key Power BI

 

The template is available both as

Choose your option:

Power BI Web Template

 

2a. Install Power BI Web App: HubSpot Overview Report

  • Click on Connect in the Connect your data section

hubspot app

  • Enter your API key which you can get here. You can change the date range as well.

Power BI Hubspot Api key

  • On the next screen click on Sign In

Power BI hubspot sign app

Your data should be loading now. Depending on your data size this may take a minute or two.

Power BI Desktop

 

If you would like to explore how the template on the Power BI desktop you can also download the latest version of the dashboard template in .PBIT format.

  • After completing the process of registering and connecting your data from Step 1

2b. Download Power BI Desktop Template: HubSpot Overview Report

  • In the template on the start screen, paste your API Key from Step 1 like here

 

hubspot template

Important: You will need to change the fields to their types (e.g. date, decimals, whole numbers, …) to use them in aggregations (sums, averages, …) or date filters. For users in Europe and other countries where a comma is used for decimals please change the locale of the data to English.