Dashboards & Reporting

RNaor
Membre

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Hi, 

We are managing 2 seperate hubspot accounts, but would like to build a dashboard that will present information from both accounts. Probably it isn't possible to build something like that inside one of the Hubspot accounts, but is there an external service/tool which can build reports from 2 different Hubspot accounts?

Thanks

Ran

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3 Solutions acceptées
Josh
Solution
Expert reconnu | Partenaire solutions Diamond
Expert reconnu | Partenaire solutions Diamond

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Hi @RNaor,

 

You wouldn't be able to accomplish this in 1 HubSpot dashboard, but you could use a 3rd party reporting tool such as Databox to accomplish this. We also use DashThis at our agency and it works pretty well!

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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jarnoylilehto
Solution
Contributeur

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Hi @RNaor ,

The options are these:

 

1) Migrate two accounts under one HubSpot portal. Depending on your account usage, but could be done with user permissions & teams, or with business units add-on. Here's more information about business units & multiple domains, if you're curious to evaluate that option: HubSpot Business Units & Domains 

2) Use a third-party tool like Josh mentioned here previously. I recommend checking out Databox and Supermetrics.

Jarno

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johnelmer
Solution
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

@RNaor  You might consider the HubSpot Integration for Power BI, which is available in the HubSpot App Marketplace.  Power BI is a low cost, powerful solution for building dashboards and you can connect multiple data sources (such as two HubSpot accounts). By using the connector, you will be able to create an automated data refresh schedule so that each time you open Power BI, the most recent HubSpot data is used to update your report.  You will need to purchase a connector for each HubSpot account.

https://ecosystem.hubspot.com/marketplace/apps/marketing/analytics-data/powerbi

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John Elmer, CEO

Bayard Bradford

Bayard Bradford - an Elite HubSpot Solutions Partner
Advanced Implementations & Integrations | HubSpot Portal Migration Leaders | Datawarehouse.io Apps for HubSpot

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6 Réponses
johnelmer
Solution
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

@RNaor  You might consider the HubSpot Integration for Power BI, which is available in the HubSpot App Marketplace.  Power BI is a low cost, powerful solution for building dashboards and you can connect multiple data sources (such as two HubSpot accounts). By using the connector, you will be able to create an automated data refresh schedule so that each time you open Power BI, the most recent HubSpot data is used to update your report.  You will need to purchase a connector for each HubSpot account.

https://ecosystem.hubspot.com/marketplace/apps/marketing/analytics-data/powerbi

Did this post help solve your problem? If so, please mark it as a solution

John Elmer, CEO

Bayard Bradford

Bayard Bradford - an Elite HubSpot Solutions Partner
Advanced Implementations & Integrations | HubSpot Portal Migration Leaders | Datawarehouse.io Apps for HubSpot

RNaor
Membre

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Thanks @johnelmer

This looks like a promising solution. Thanks for sharing. 

0 Votes
jarnoylilehto
Solution
Contributeur

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Hi @RNaor ,

The options are these:

 

1) Migrate two accounts under one HubSpot portal. Depending on your account usage, but could be done with user permissions & teams, or with business units add-on. Here's more information about business units & multiple domains, if you're curious to evaluate that option: HubSpot Business Units & Domains 

2) Use a third-party tool like Josh mentioned here previously. I recommend checking out Databox and Supermetrics.

Jarno

RNaor
Membre

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Thanks Jarno.

I'll evaluate the 3rd party tools you have suggested as it seems that migrating to one account will not work well on our environment. 

Josh
Solution
Expert reconnu | Partenaire solutions Diamond
Expert reconnu | Partenaire solutions Diamond

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Hi @RNaor,

 

You wouldn't be able to accomplish this in 1 HubSpot dashboard, but you could use a 3rd party reporting tool such as Databox to accomplish this. We also use DashThis at our agency and it works pretty well!

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

RNaor
Membre

Is there a way to build a dashboard over 2 Hubspot accounts?

Résolue

Thank you Josh.

I'll definitely check the 3rd party tools you have referenced. This can be a solution to our problem.

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