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BI Book

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BI Book

All the data. One easy-to-use data analytics platform.

Installs
10+ installs
Sign in to installRequires BI Book subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
BI Book Subscription
Basic Model or Basic Model + customization plans

Overview

BI Book makes Power BI deployments faster and more cost-efficient.


Pre-built integrations, data warehouses and report templates save a lot of money and time, and a solid monthly fee includes maintaining it all. You don't need expensive Power BI licences for yourself, thanks to BI Book's Premium capacity.


Benefits of BI Book to HubSpot users:

  • Enables modern and automated customer management and sales reporting from HubSpot data.

  • By integrating HubSpot into BI Book, you get visually clear and dynamic reports. The report views can be customized exactly the way you want with few clicks.

  • The HubSpot-BI Book integration makes it easier to manage and share reports with others - you can limit which parts of the reports others will see.

  • The HubSpot-BI Book integration enables you to view an individual customer relationship as closely as you like. You get a comprehensive picture of your company's biggest / most important customers and can dive into what is being sold to them. BI Book allows you to view the number, types, development, and profitability of all products and services for sale in one view. For example, you can filter data by the seller and share only the part of your report that concerns him or her.

  • Report data is updated in near real-time (once in a day)

  • In addition to HubSpot reporting, you can also combine your other systems' reporting into the same portal.

Features

Visualize all of your data in stunning dashboards

BI Book can be connected easily to HubSpot, so you can create a holistic, birds-eye view of your sales (customer, services, products, activities,) with crystal-clear dashboards. Connecting BI Book to HubSpot you get ready made reporting model which can be fully customized according to your needs and desires.

Use the force of automation

Reporting, budgeting and forecasting key business figures can actually be quick and easy, thanks to the robust automation capabilities of BI Book. Producing information automatically reduces the workload of the organization by reducing ad hoc analysis, clears uncertainty and turns ineffective processes effective.

Collaborate, share and remove data siloes

Achieve a single truth with fully transparent reporting. Foster teamwork and data-driven decision-making with BI Book’s collaboration and sharing features without costly Power BI Licenses. BI Book is the easiest and most cost-effective way to get your HubSpot data into the BI tool without extensive IT knowledge on the part of the user.

Share your reports in seconds

Share your Sales reports with a click of a button to the relevant people within your organization or to stakeholders. Set user rights and privileges to different user groups so people only see, what they are meant to see. Create, for example, more detailed individual sales reports on customers, products, teams or services with HubSpot's data.

Comprehensive reporting - remove bottlenecks

Comprehensive reporting for your organization in one portal. Do you need to be able to combine HubSpot data with data from other systems or Excel files? Good, BI Book is the solution for this, with which you can further refine HubSpot's sales data. With this, you can comprehensively analyze your business and react in real time.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

BI Book

Calls

Companies

Contacts

Deals

Owners

Deal Pipelines

Engagements

Meetings

Products

Tasks

Calls

Companies

Contacts

Deals

Owners

Deal Pipelines

Engagements

Meetings

Products

Tasks

BI Book

Company Properties

Contact Properties

Deal Properties

Notes

Tickets

Company Properties

Contact Properties

Deal Properties

Notes

Tickets

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This app requires one of the following BI Book subscription plans.

Basic Model

€100

/month

For companies that need transparency and better monitoring of data

  • HubSpot Connector & Oneclick report model

  • Power BI - Features

  • Real-time reports - data updated once a day

  • Deep Analysis

  • 10 User rights

  • 100+ data connectors

  • Activity logs

  • User management

  • Report editing feature

The monthly cost is determined according to turnover on yearly basis - Starting from 100€ / month. More details about the pricing can be found on our website or contact us for more information.

Basic Model

€100

/month

For companies that need transparency and better monitoring of data

  • HubSpot Connector & Oneclick report model

  • Power BI - Features

  • Real-time reports - data updated once a day

  • Deep Analysis

  • 10 User rights

  • 100+ data connectors

  • Activity logs

  • User management

  • Report editing feature

The monthly cost is determined according to turnover on yearly basis - Starting from 100€ / month. More details about the pricing can be found on our website or contact us for more information.

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/11/2025

More info

Built by
Renance Automated Financial Services Oy
Installs
10+ installs
Categories
Languages this app is available in
English, Finnish, and Swedish

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