How to Build a HubSpot and Xero Sales-to-Cash Dashboard in Power BI
Build a HubSpot and Xero sales-to-cash dashboard in Power BI to track closed-won deals, invoiced revenue, cash received and outstanding balances.
How to Combine Xero and HubSpot Data in Power BI Using Connectorly
Learn how to combine Xero and HubSpot data in Power BI using Connectorly, including customer matching, bridge relationships, conflict handling and practical cross-system reporting.
How to Build a HubSpot Contacts and Companies Dashboard in Power BI
Build a HubSpot contacts and companies dashboard in Power BI using Connectorly data, practical DAX, ownership analysis, segmentation and CRM data-quality measures.
How to Build a HubSpot Deal Conversion and Win Rate Dashboard in Power BI
Build a HubSpot deal conversion and win rate dashboard in Power BI using Connectorly data, practical DAX measures, close-date trends and owner comparisons.
How to Build a HubSpot Customer Service Dashboard in Power BI
Build a HubSpot customer service dashboard in Power BI using Connectorly ticket data, with practical measures for open tickets, response times, workload, SLA status and ticket detail.
HubSpot Sales Activity Dashboard in Power BI: Calls, Meetings and Tasks
Learn how to build a HubSpot sales activity dashboard in Power BI using calls, meetings and tasks, with practical DAX measures for activity trends, task completion and overdue follow-ups.
HubSpot Sales KPIs in Power BI: Essential Metrics and DAX Examples
Learn how to create essential HubSpot sales KPIs in Power BI using the Connectorly data model, with practical DAX examples for pipeline, revenue, win rate, deal value and sales-cycle analysis.
How to Build a HubSpot Sales Forecast Dashboard in Power BI
Learn how to build a HubSpot sales forecast dashboard in Power BI using the Connectorly data model, DAX measures, weighted pipeline values and sales targets.
How to Build a HubSpot Sales Pipeline Dashboard in Power BI
Learn how to build a HubSpot sales pipeline dashboard in Power BI using Connectorly data, practical DAX measures and actionable deal-quality checks.
The Complete Guide to HubSpot Reporting in Power BI
Learn how to connect HubSpot to Power BI, create a dependable CRM data model, choose useful KPIs and build dashboards that support better sales decisions.
Why HubSpot and Power BI Work Better Together (5 Reasons Businesses Upgrade Their Reporting)
HubSpot includes useful CRM reporting, but Power BI gives businesses more flexibility for executive dashboards, historical analysis, advanced calculations, and combining HubSpot with finance and operational data.
Power BI Conditional Formatting: 5 Practical Examples for Better Business Reporting
Discover five practical Power BI conditional formatting examples that improve reporting clarity and help users identify revenue trends, overdue invoices, budget variances, stock shortages, and sales performance faster.
Top 10 Power BI Keyboard Shortcuts That Save Hours
Discover 10 Power BI keyboard shortcuts that can save hours when building reports and dashboards. Perfect for beginners looking to work more efficiently in Power BI Desktop.
Why Excel Is Killing Your Reporting
Excel is useful, but manual spreadsheet reporting creates hidden risks. Learn why automated Power BI reporting scales better for finance and operations teams.
HubSpot Native Reporting vs Power BI with Connectorly: Which One Scales Better?
Is HubSpot reporting enough, or do you need Power BI? This guide explains when to scale your reporting with Connectorly and how to combine HubSpot, Xero, and more.
How to Connect Xero or HubSpot to Excel (Step-by-Step Guide for Accountants and Sales Teams)
Looking for an easy way to connect Xero or HubSpot to Excel? This step-by-step guide shows accountants, CFOs, and sales managers how to use a PostgreSQL ODBC connection to pull live data into Excel—without manual CSV exports.
How to Create a Running Total and Top N Customers in Power BI with DAX
Learn how to create running totals and highlight top customers in Power BI using DAX. This step-by-step guide shows practical examples for finance and sales reporting, helping you turn raw data into clear, actionable insights.
How and Why to Create Apps in Power BI?
Power BI Apps offer a clean, consistent way to share reports across your organisation without exposing draft content or risking accidental changes. If you manage dashboards for finance, sales, or operations—especially using Xero or HubSpot data—Apps help ensure stakeholders always see accurate, curated insights. This guide explains why Apps matter and how to set them up properly.
How to Expand JSON Data in Power BI Desktop
Learn how to expand JSON fields in Power BI Desktop using HubSpot data. A practical guide with Connectorly for HubSpot & Power BI.
How to Fix the Power BI SharePoint SSL (HTTPS) Error and Connect Files Securely
Connecting Power BI to SharePoint files can sometimes trigger the dreaded “Use SSL (HTTPS)” OAuth 2.0 error — but the fix is simpler than you think. In this guide, Connectorly explains how to securely link your SharePoint files to Power BI, avoid common authentication issues, and ensure your reports refresh smoothly. Ideal for Power BI developers, accountants, and business leaders who want reliable, secure data connections without the headaches.
How to Export Power BI to Excel (3 easy way)
New to Power BI and need your data in Excel? This step-by-step guide shows you three simple ways to export Power BI reports into Excel. Learn how to use CSV exports in Power BI Desktop, the powerful Analyze in Excel feature, and quick exports from visuals in Power BI Online. Perfect for beginners!
How to Connect Your HubSpot to Power BI and Get Better Insight on Your Sales
Unlock deeper insights into your sales performance by connecting HubSpot to Microsoft Power BI. In this guide, we show you the easiest way to integrate the two platforms, automate your data flow, and create interactive dashboards that help you track KPIs, identify trends, and make smarter business decisions.