Reliable and effective app

The integration is reliable, and surprisingly easy to set up. It’s already saving me hours each week and giving me insights into my team’s performance that I couldn’t get before in the native reporting that HubSpot provides. For those that are used to working in excel this is exactly what you are looking for. I used it to build some rather complicated reports for our leadership and the support team was able to help solve the few questions I had.

Data refreshes easily

Wonderful. Truly game changing for our sales reporting!

We struggled for a long time to get HubSpot reporting in a format we could work with. Eventually we gave up. Like most businesses, we use Excel spreadsheets and pivot tables every day and using this tool just feels natural - it also avoids the need to export data from HubSpot every time. Data refreshes regularly and our reports can now be integrated with our other business reports with ease. The flexibility is the key benefit - we can analyse the data any way we want, create formulas and present in a format the business is used to seeing.

Sales reporting and forecasting

Familiar interface with Excel. We found reporting from HubSpot clunky. The functionality is only limited by your Excel and pivot table skills

A little tricky to have the filed shared with others as they need to re-authorise the link to the database, but once that hurdle is overcome it's a breeze. The support from the team at Datawarehouse has been exceptional. They always respond within an hour or two.