Webinar for HubSpot users: Get started in Power BI

Our webinar for HubSpot users who want to get set up in Power BI has now passed. But if you missed it, you’re in luck, we’ve embedded a recording below. OK, it’s not quite the same as joining us live, but our screen-by-screen instructions will show you how to make reporting on HubSpot data in Power BI as simple and fruitful as possible. There are two parts to the webinar:

Part One: Getting started

We’ll show you how to get your HubSpot data into Power BI using the Tugger ETL tool. If your data is already in Power BI, fear not, this won't take long to demonstrate. When you use Tugger to get your data into HubSpot, as part of your subscription, we’ll set you up with the following key reports:

Deal Analysis
Sales Team Analysis
Deal Pipeline Analysis
Company Analysis

We take you through what these reports show you, what they look like and how you can use them to best effect. (If you’re not using Tugger and don’t plan to, there’s still value in learning about these reports as you’ll likely want to work with a developer to get them set up.)

Part Two: Giving your reporting extra magic

We show you how to make the most of these reports, and any other reports you produce, with features such as:

Setting up mobile reporting
Distributing your reports
Setting permissions
Activating alerts
Tips and tricks for more data insights

Before Tugger, our reporting was fragmented. Our data lacked clarity. Tugger changed all of that, giving us unified, visually engaging reports across all areas of our business, making data insights much easier to understand and act on.

Gary Moorhouse

Commercial Director

Thompsons Group

We used to struggle with the time it took to manually refresh many clients' reports each month, where small errors could derail the process. Tugger has completely streamlined this, automating updates and allowing our staff to access reports daily. It’s been a game-changer for our team and our clients.

Sam King

Head of Xero and Xero Education

Thorne Widgery

I want to commend Tugger's team for being a credit to the company. Every person I've interacted with has been knowledgeable, friendly, and incredibly helpful. I've felt well supported and looked after throughout the entire process. Well done!

Josie Lawton

Finance & BI Analyst

Make.Contact

I've never encountered something as user-friendly as Tugger – a simple flip of the switch, and it's up and running. I was genuinely impressed. With standard reporting templates right from the start, I gained instant visibility into our individual companies and entities. To be honest, it was quite remarkable.

Matthew Hughes

Chief Information Officer

UDL Group

Tugger has revealed data that has given us brand new ideas around the ways in which we can deliver our service to our customers. If you want somebody to work with to grow your business, you definitely need to work with Tugger

Jeff Smith

Partner & Director of Digital Disruption

Envirotech Group

It’s a simple set-up for getting your data and being able to report straight away. Even if you’ve got no Power BI knowledge.

Damian Winstone

Commercial Business Partner

ARH Group Ltd

With Tugger, reporting has become straightforward and remarkably clear, making it easy for us to get what we need.

Dean Kahl

Marketing and Systems Manager

TAG Catering Equipment UK

Webinar for HubSpot users: Get started in Power BI

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