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PowerBI Report Template for HubSpot CRM
Published at
Feb 5, 2025
Main Article
hubspot-powerbi
The ultimate PowerBI report template for your sales data from HubSpot
1. How to use
- Download latest version of the template from releases
- Install RevOS app into your HubSpot (it's free)
- Enable connectivity for the PowerBI / Microsoft Fabric via PowerBI access
- Open the template with PowerBI Desktop and connect it to data
2. What is inside?
An extensible and ready to use semantical model that covers all your reporting use-cases:
See more documentation and tutorial here
5. FAQs
Q: Can I modify the template after setup? A: Yes, you can customize visuals and measures to suit your specific needs. You can also get more data from your datasource.
Q: How often should I refresh the data? A: It is recommended to refresh the data daily or as per your business requirements.
Q: What if I encounter issues during setup? A: Refer to the troubleshooting section or contact [Insert support details].