Supermetrics for Power BI
Connect HubSpot to Power BI — CRM Intelligence Dashboards
Build Power BI dashboards that visualize your HubSpot pipeline, lifecycle stage progression, and marketing-to-sales handoff metrics. DAX measures calculate weighted pipeline value, stage velocity, and marketing attribution. Row-level security ensures each sales rep sees only their deals.
Why Connect HubSpot to Power BI?
Build live HubSpot dashboards in Power BI that update automatically and share with your team.
Pipeline visualization with drill-through
Build funnel and waterfall visuals for your pipeline. Drill-through from overview to individual deal detail with owner, stage history, and expected close date.
Lifecycle stage velocity tracking
DAX measures calculate average time in each lifecycle stage and deal stage. Identify bottlenecks where leads stall and take action to accelerate progression.
Rep performance dashboards with RLS
Publish HubSpot dashboards with row-level security so each sales rep sees their own deals. Managers see the full picture across the team.
How to Connect HubSpot to Power BI
Three steps. Under two minutes. Zero code.
- 1
Open Power BI Desktop and Get Data
Launch Power BI Desktop, click "Get Data," and search for the Supermetrics connector to install it.
- 2
Authorize your data source
Sign in with your Supermetrics account and authorize your data source. Your credentials are encrypted and securely stored.
- 3
Build Your Dashboard
Select your metrics and dimensions, load the data into your model, and start building visuals, DAX measures, and interactive reports.
Dashboard Templates for HubSpot in Power BI
Pre-built dashboards to get you started. Customize layouts, filters, and visualizations to match your reporting needs.
HubSpot Pipeline Command Center
Funnel and waterfall visuals for pipeline stages with drill-through to deal detail. KPI cards show weighted value, close rate, and average cycle. Owner slicers.
Marketing-to-Revenue Attribution
Track the journey from marketing touch to closed deal. DAX connects email opens, form fills, and MQLs to revenue. Decomposition trees show top channels.
Reporting Scenarios for HubSpot in Power BI
Common reporting use cases that teams build with HubSpot data in Power BI.
Pipeline Stage Waterfall
Waterfall showing how pipeline value changes across stages — new deals, progressions, losses, and wins. See where value enters and exits your pipeline.
Deal Source Treemap
Treemap sized by deal amount and colored by close rate. Each tile represents a lead source, revealing which channels produce the highest-value deals.
What HubSpot Data Can You Pull into Power BI?
Supermetrics gives Power BI access to your full HubSpot reporting data — metrics and dimensions you already know from the HubSpot interface.
Key Metrics
- Contacts created
- Deals created
- Deal amount
- Deal close rate
- Closed won deals
- Amount won
- Email open rate
- Email click rate
- Email bounce rate
- Form submissions
- Page views
- Sessions
- MQLs
- SQLs
- Customer count
Key Dimensions
- Deal stage
- Deal pipeline
- Contact lifecycle stage
- Contact source
- Company name
- Company industry
- Owner
- Campaign
- Email name
- Form name
- Landing page
- Lead status
Resources & Guides
14 Power BI marketing dashboard examples
Browse all Power BI templates
Feld Entertainment: enterprise dashboards
Why Supermetrics for Power BI?
The trusted marketing data platform since 2009. 200,000+ companies use Supermetrics — 15% of global ad spend flows through our connectors.
Built for Power BI
Purpose-built Power BI connector with setup in minutes. Your marketing team can build dashboards independently — no data engineering resources required.
170+ Data Sources
Connect HubSpot alongside 170+ other platforms through a single integration. All your marketing data in one place.
Data Blending
Combine HubSpot with other data sources in Power BI. Blend on shared keys like date, campaign name, or UTM parameters for cross-channel visibility.
Enterprise-Grade Security
SOC 2 Type II certified. GDPR and CCPA compliant. OAuth authentication with encrypted credentials. Regional data hosting available.
Always Current
Your HubSpot data refreshes automatically in Power BI. No manual exports, no stale numbers — open your report and the data is current.
Complete Data Access
Pull every contact, deal, campaign, and custom property from HubSpot. No field restrictions, no record limits — your complete dataset, ready for analysis.
Frequently Asked Questions
How do I connect HubSpot to Power BI with Supermetrics?
Install the Supermetrics connector from the Power BI Desktop "Get Data" menu, sign in with your Supermetrics account, and authorize HubSpot. Your data appears as a Power Query table — from there you load it into your model, build relationships, and start creating visuals. No custom connector development needed.
Can I schedule automatic data refreshes for HubSpot in Power BI?
Yes. Publish your report to the Power BI Service and configure a scheduled refresh through your dataset settings. Supermetrics refreshes your HubSpot data on the schedule you set — hourly, daily, or whatever cadence fits your reporting rhythm. Your dashboards stay current without manual intervention.
Can I combine HubSpot data with other sources inside Power BI?
Absolutely. Power BI's data model is built for blending. Use Supermetrics to pull HubSpot alongside data from 170+ other marketing platforms — Google Ads, LinkedIn Ads, GA4, and more — then join them through shared dimensions like date, campaign name, or UTM parameters in Power Query or the data model.
What HubSpot metrics and dimensions can I access in Power BI?
All standard HubSpot reporting fields are available, including Contacts created, Deals created, Deal amount, Deal close rate, Closed won deals, and more. You get the same data as the HubSpot native reporting UI, loaded into Power BI where you can create DAX measures, build relationships, and apply row-level security.
Do I need technical skills to use HubSpot data in Power BI?
Basic Power BI Desktop knowledge is enough. Supermetrics handles the API connection, authentication, and data formatting. You pick your metrics, choose a date range, and load — the data arrives as clean tables ready for modeling. No API code, no ETL scripting.
Can I visualize the HubSpot pipeline in Power BI?
Yes. Pull deal data with stage, amount, and close date. Use funnel charts for stage distribution, waterfall charts for pipeline changes, and DAX for weighted value and conversion rates.
How do I set up RLS for HubSpot data?
Create RLS roles in Desktop filtered on deal owner. When published to Service, each user mapped to a role sees only their own deals and contacts.
Also Connect to Power BI
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