A short video focused on pipeline analysis in Excel. We walk through how you can use dynamic calculations and filters on your Data Tapir table to do analysis of your business and look at key metrics for each of your sales reps.
Here’s another short video which demonstrates creating summary sales metrics from Hubspot Deals data in Excel. In this example, we explore using formulas to sum and count deals data based on criteria like “won” or “current month”.
Here’s a new video that shows how to create a sales dashboard with Hubspot CRM data in Excel. The video highlights the use of native Excel features including Pivot tables combined with Data Tapir to pull and refresh data from Hubspot CRM. If you’ve like a copy of the dashboard, just let us know.
We’re excited to release a new feature that allows you to refresh Excel tables. Check out the video below to see how you can easily refresh a table in Excel as your data in Hubspot changes.
A great start to the new year for Data Tapir. We are excited to share that the Data Tapir add-in is now available in the Microsoft Office store. You can get to the add in from Excel or via the web at – Data Tapir Add In.
Today is an exciting development for the Data Tapir team. We’re releasing our new free version with significant enhancements. Data Tapir can now be used on Windows, Excel Online, Mac, and iPad. You can find the install directions here. In our upcoming releases we’ll be offering a premium version with access to a broader data[…]
One of the great challenges with Hubspot CRM is getting consistent usage across the team. In order to have an effective management tool, you need a 100% complete picture of the pipeline. This means it must both have all active deals logged as well as realistic amounts and the best currently understood close dates. The[…]
One question we get from users is “Can we run the reports from our iPhone?” The interesting thing is that quite a few people do not realize how robust the mobile Excel app is today on both iPhones and iPads. This native app is free, and gets great reviews. Check out this review from Macworld[…]
While many of the updates for analytics that Microsoft has released recently have been related to Power BI, there are a few features in Excel 2016 that are worth calling attention to for data analysts. The most critical may be automated time grouping. This allows an analyst to take any date field, and select it[…]
Hubspot CRM recently came out of beta and provides a unique experience focused on sales productivity. Let’s look in a bit more detail at the resources for understanding the basics for Hubspot CRM reporting, as well as how the Data Tapir add in goes deeper. If you haven’t seen it yet, you should check out the Hubspot blog[…]