My Work As

Automated Sales Performance Dashboard (Hubspot • Power BI • Make)

by | Sep 13, 2025

Fully automated Sales Dashboard combining Google Sheets and Power BI, visualizing and centralizing key sales and finance KPIs based on data pulled from the HubSpot CRM.

 

Using Make.com as an integration layer, the workflow ensures regular data extraction from HubSpot, transformation into Google Sheets, and automated syncing into Power BI Online. The dashboards were designed to be interactive, filterable, and stakeholder-specific — helping leaders like the CEO, Finance, and CRO teams to make data-driven decisions in real-time.

Procedure:

In order to building the dashboard the ETL process was done as per the requirements, Power query was used to clean and transform the data and DAX was used for creating the culculated measures and culculated column.

Once done with the culculations, I have made visualizations and create report using cards, charts, slicer etc.


 

Details & Approach

Objectives & Challenges

To overcome system constraints and stakeholder needs, a two-layered solution was built:

 

Google Sheets Reporting Dashboard

  • Designed as an initial prototype, serving the CEO, Finance, and CRO.
  • Featured filterable KPIs by sales rep, time period, region, and deal stage.
  • Used as a living document, updated weekly via Make.com scenario.

Power BI Dashboard (Cloud-Based)

  • Extended the Sheets model to a scalable Power BI dashboard, hosted on Power BI Online.
  • Offered deeper interactivity and visual storytelling through dynamic charts and measures.
  • Enabled tailored reporting experiences for wider stakeholder groups beyond leadership.

Automation with Make.com

  • To connect HubSpot, Google Sheets, and Power BI efficiently, we used Make.com to:
  • Extract data weekly from HubSpot using filters for closed deals, owners, regions, and revenue.
  • Populate a Google Sheet automatically with new deal data and updates.
  • Trigger Power BI refreshes through the synchronized Sheet source, ensuring up-to-date dashboards.
  • Provide a filterable, stakeholder-specific sales & finance dashboard across international markets.
  • Work around CRM limitations by automating data flows without direct API integrations.
  • Enable weekly automated reporting to ensure fresh, up-to-date KPIs for executive use.
  • Offer visibility and customization for different business units using Google Sheets and Power BI.

Challenges

  • HubSpot CRM limitations: The system lacked access to deeper reporting functions due to an incomplete upgrade.
  • No native integrations: Direct connections to Power BI or Sheets via HubSpot were not possible.
  • Need for manual-free reporting across distributed teams and time zones.
  • Data governance: Maintaining data accuracy while automating exports and transformations.
  • The dashboard was not published team-wide due to organizational changes (project owner exit).
 

Results

 

Dashbaord-SAMPLE

Results

Although the dashboard was not officially published due to internal restructuring, the system proved:

  • The value of no-code automation for bridging CRM reporting gaps
  • How Make.com can serve as a viable workaround for teams lacking native integrations
  • The potential of Power BI as a central analytics hub even when data comes from less flexible systems like HubSpot

The architecture remains replicable and could be reactivated or scaled further in future projects or organizational rollouts.

Tracking-Doku-teilautom
  • The solution serves as a transitional automation framework, while paving the way for a fully code-based rollout. In the meantime, it offers near-full functionality and precision.
 

Client: New Digital Intelligence Switzerland

Tool: Hubspot Free Version

Year: 2024