My team wants to export a dashboard chart as an excel file.
After reviewing options available currently there are ways I can export report data in CSV, XLS or if the report is on a dashboard I can share a PDF, PNG image file, or Powerpoint with an image. What I want is an excel file with the chart already built within it and the data behind that chart. None of the options I have seen are able to do this. Can anyone tell me a method in which you were able to get it to work for your team?
Hi @JMcNeil1701,
HubSpot does not currently support this, unfortunately, and I doubt that this will be introduced (gut feeling).
I’d recommend creating an Excel file where a chart references a data tab - and then copy and paste the raw data into that tab for quick chart creation.
Best regards!
Hi @JMcNeil1701,
You could also automate the data export part of @karstenkoehler’s solution with a tool like Coefficient. Here’s an article to explain more:
How to Export HubSpot Data to Google Sheets in 2026 - Coefficient.
Please give me a shout if you have any questions.
Cheers,
James
+1 to James suggestion here. Unfortunately, HubSpot does not allow pre-built report exports like Salesforce does. But, you can leverage Coefficient’s Excel connector from the HubSpot marketplace to keep the data live in Excel that powers your live chart you’d like to share with your team. If Google Sheets is an option, Coefficient also has AI functionality to help build your chart in their Sheets connector as well.