Acterys Apps for HubSpot CRM Planning & Analytics

Acterys Apps for HubSpot delivers seamless HubSpot Power BI integration, enabling advanced planning, reporting, and analytics for your CRM and marketing data. Whether you’re analyzing contacts, sales pipelines, campaigns, or web performance, this app makes Power BI reporting for HubSpot effortless and impactful.

Designed for fast-growing teams, Acterys Apps for HubSpot offers a scalable data model, pre-built dashboards, and deep analytics to uncover hidden insights and improve decision-making. Features like write-back, top-down planning, and Excel reporting for HubSpot bring unmatched flexibility to your workflows.

With HubSpot data visualization in Power BI, you get a clear view of your entire sales and marketing funnel—helping you optimize customer engagement and forecast with confidence.

Key Features:

• Best-Practice Reporting Templates: Jumpstart your analytics with ready-to-use dashboards for CRM, marketing automation, content management, and more.
• Two-Way Integration: Real-time write-back lets you update budgets and forecasts directly within Power BI and Excel.
• Custom Power BI Visuals: Access 9+ visuals built for variance analysis, planning, and CRM data entry.
• Comprehensive Planning Functionality: Includes support for top-down, bottom-up, and driver-based forecasting methods.
• Automated Workflows: Streamline reporting, budgeting, and forecasting using pre-configured logic tailored to HubSpot.
• Excel Flexibility: Build live-linked reports using Excel for HubSpot data analysis, synced with your Power BI models.

Key Benefits:

• Unified CRM Data Management: Consolidate HubSpot with other systems into a centralized analytics and planning model.
• Advanced CRM Analytics: Use HubSpot analytics in Power BI to monitor trends, sales performance, and marketing ROI.
• Built-In Business Logic: Leverage standard KPIs, currency conversions, and workflows pre-configured for HubSpot use cases.
• Enhanced Visibility: Get clear, real-time insights into your sales pipeline and marketing performance dashboards.
• Streamlined Planning: Use Power BI CRM reporting and write-back functionality to enable agile forecasting and resource planning.

Why Choose Acterys Apps?

• 1000+ customers worldwide including SMBs, enterprises, government agencies, and Fortune 500 companies
• 1M+ downloads globally with an average 4.5+ rating
• 9 custom Power BI visuals and 20+ apps available on AppSource
• Works seamlessly with QuickBooks, Xero, Oracle NetSuite, Microsoft Dynamics 365, and more

To learn more, visit Acterys | Plan to Succeed

Download Acterys Apps for HubSpot now. To unlock the full potential of HubSpot data with Acterys Apps, book a demo today to experience seamless planning and reporting!