DataSelf Analytics for HubSpot

The following summarizes the available BI, report, and dashboard templates. Please contact DataSelf to discuss how these templates and information could apply to your business and needs.

Data Warehouse Templates

The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables popular for reporting and data analysis. Customizing your data warehouse solution is easy. Adjustments and customizations can help tailor the solution to your needs and maximize the templates' value.

Click here to learn more: data warehouse templates for HubSpot.

Tableau Templates

These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates. On average, templates cover 50% to 100% of their focused reporting needs.

Click here to download a list of the Tableau templates.

These templates usually require adjustments and customizations before providing value. These templates often have sample data until properly connected to a source system.

Power BI Templates

These templates include Power BI Semantic Models (data sources) and workbooks. They work in conjunction with the data warehouse templates.

Click here to download a list of the Power BI templates.

* All Power BI templates require adjustments and customizations before providing value.

Microsoft Excel Templates

These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.

Available data warehouse data feeds for MS Excel:

• CRM Activity

• CRM Marketing Email

• CRM Opportunity

Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, CRM, reports, dashboards, KPIs., MS Excel.