B2B SaaS
From three-day spreadsheet reports to daily pipeline decisions
Connected HubSpot to Power BI with a daily refresh so sales and leadership see pipeline, performance and upsell openings every morning.
10h → 2h
weekly reporting time
- Client
- Qarma
- Location
- Denmark
The problem
Sales reporting was assembled by hand in Excel and took more than three days each cycle. Numbers were stale by the time anyone saw them.
What I built
- 01
Integrated HubSpot CRM data with an automated daily refresh.
- 02
Modeled pipeline, rep performance and expansion opportunities in one report.
- 03
Designed views for front-line reps and for leadership, from the same model.
The result
- Reporting effort cut by more than 80%.
- Insights move from weekly to daily.
- High adoption by the front-line sales team.