Product

Build live customised dashboards from Hubspot data In Google Sheets

Build dashboards on Google Sheets using Hubspot data which update automatically. StackIt can pull data from Hubspot to Google Sheets automatically, so now users can create Dynamic dashboards.

Jun 21, 2023

Dynamic dashboards are a critical tool for any business looking to make data-driven decisions. However, building a dashboard that meets your specific needs can be challenging, especially when dealing with multiple data sources.

This is where StackIt comes in. By integrating HubSpot with Google Sheets, StackIt makes it easy to build dynamic dashboards that pull data from multiple sources. In this blog post, we'll explain how StackIt can enhance dashboard-building capabilities for HubSpot users, provide a step-by-step guide on how to build dynamic dashboards using StackIt and Google Sheets, and provide real-world examples of how HubSpot users have leveraged StackIt for dashboard building. Join the waitlist today.

How StackIt Enhances Dashboard Building Capabilities for HubSpot Users


StackIt is a tool that integrates HubSpot with Google Sheets, making it easy to pull data from HubSpot and other sources into one central location. With StackIt, you can create dynamic dashboards that combine data from multiple sources, filter and manipulate the data, and display it in a way that is easy to understand.

Some of the key features of StackIt that make it an ideal tool for building dynamic dashboards include:

  • Real-time data updates: With StackIt, your data is automatically pulled into Google Sheets on an hourly basis. So you always have up-to-date, so you can make informed decisions based on the latest information.

  • Easy data manipulation: StackIt makes it easy to filter, sort, and manipulate your data, so you can quickly identify trends and patterns in Google Sheets which you and your teams are already familiar with.

  • Customizable visualizations: With StackIt, you can pull data from Hubspot and create custom visualizations in Google Sheets that display your data in a way that is easy to understand. You never have to depend on a data analyst, or a developer anymore to go and create a dashboard.

  • Integration with other tools: StackIt integrates with other tools, such as Chargebee and Stripe, PostgreSQL, and Mixpanel so you can get data from different platforms and stitch it together.

Step-by-Step Guide on How to Build Dynamic Dashboards Using StackIt and Google Sheets


Building a dynamic dashboard using StackIt and Google Sheets is easy. Here's a step-by-step guide on how to do it:

  1. Install the StackIt add-on for Google Sheets from Google Workspace Marketplace.

  2. Connect your HubSpot account to StackIt.

  3. Pull data from HubSpot and other sources into Google Sheets.

  4. Apply Filters and Sorts, to import clean data from SaaS tools.

  5. Once your data is imported into Google Sheets, you can go crazy - slice, dice, and analyze this data to identify trends and patterns.

  6. Create custom visualizations on Google Sheets to display your data in a way that is easy to understand.

  7. Set up a refresh schedule on StackIt to refresh data and bring the latest data. This enables your dashboard to update dynamically on Google Sheets.

  8. Share your dynamic dashboard with others.

Real-World Examples of How HubSpot Users Have Leveraged StackIt for Dashboard Building


StackIt has been used by many HubSpot users to build dynamic dashboards that pull data from multiple sources. Some of the real-world examples of how HubSpot users have leveraged StackIt for dashboard building include:

  • RevOps and Financial KPI dashboard: A HubSpot user created a RevOps and Financial KPI dashboard that pulled data from Chargebee and Hubspot. The dashboard was used to track the performance of the business and identify areas for improvement.

  • Sales pipeline dashboard: A HubSpot user created a sales pipeline dashboard that pulled data from HubSpot and Google Sheets. The dashboard was used to track the progress of deals through the sales pipeline and identify areas for improvement.

  • Account-based marketing dashboard: A HubSpot user created an account-based marketing dashboard that pulled data from HubSpot and other sources. The dashboard was used to identify target accounts and track the progress of campaigns targeted at those accounts.

Conclusion


Building a dynamic dashboard that meets your specific needs can be challenging, especially when dealing with multiple data sources. However, with StackIt, you can easily build dynamic dashboards that pull data from multiple sources, filter and manipulate the data, and bring it in Google Sheets, in a way that is easy to understand. By leveraging the power of StackIt and Google Sheets, you can make data-driven decisions that will help your business succeed. Join the waitlist today.

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Gathering all your data has never been simpler.

Automatic Data Pulls

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