Sheet Alchemy
Intelligent HubSpot Reporting for Excel & Google Sheets
Description
Sheet Alchemy streamlines HubSpot reporting by integrating your core CRM data with familiar spreadsheet environments like Excel and Google Sheets. The platform automates data updates, offers customizable dashboards, and supports exports, allowing users to gain insights and make data-driven decisions efficiently.
With a focus on transparency and simplicity, Sheet Alchemy provides both free and advanced plans, enabling businesses of any size to unify, track, and analyze their sales and marketing performance directly within their existing workflows.
Key Features
- HubSpot Dashboard Integration: Connects HubSpot data to spreadsheet dashboards
- Automated Data Refresh: Refreshes CRM data automatically in Excel and Google Sheets
- Unlimited Custom Dashboards: Allows creation of multiple, detailed dashboards
- Google Analytics/Google Search Console Integration: Combines additional marketing data sources
- Unified View: Displays Deals, Contacts, Companies, and Campaigns data together
- Historical Data Trends: Tracks changes and trends in HubSpot metrics
- Secure HubSpot Connection: Ensures data privacy and connection security
- Google Sheets Export: Enables direct export of HubSpot data to Google Sheets
- Manual and Automated Data Refresh: Supports both instant and scheduled updates
- Priority Support: Offers dedicated assistance for Pro and Lifetime users
Use Cases
- Automating HubSpot reporting for marketing teams
- Exporting CRM data to spreadsheets for analysis
- Tracking sales and marketing KPIs in custom dashboards
- Combining HubSpot data with Google Analytics for unified insights
- Refreshing HubSpot data automatically within spreadsheets
- Generating insights for business operations and performance reviews
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