PSOhub

Learn how to activate this great feature and seamlessly integrate your PSOhub data into HubSpot to create fully customizable dashboards.

PSOhub Insights for HubSpot

Learn how PSOhub Insights for HubSpot works, what data is synced and how it appears in HubSpot.

PSOhub Custom Objects in HubSpot

Julie Bennett

Jordan Wilton

Claudette Albers-Reid

Understand the different dashboards: Financial, Project, Predictive and Personal

Reporting & Dashboards

Understand how to report on time booked with a different currency

View hours in a project with a different currency

How to get instant visibility on the profitability of your quotes and projects

Introduction to Profitability reporting

Understand how different currencies are reflected in your project reports

Create a project list report with different currencies

Understand how to create a detailed budget based on hours and learn where to compare actuals with the detailed budget

Hourly budget & comparison with actual hours with the Workload Sheet

Understand how to report on expenses with a different currency

View expenses in a project with a different currency

Understand how different currencies are reflected in your hour reports

Create an Hours list report with different currencies

Understand how different currencies are reflected in your expense reports

Create an Expenses list report with different currencies

Understand how different currencies are reflected in your invoice reports

Create an Invoice report with different currencies

Learn how to convert the 'Hours' field in Hours Exports from text to numbers for calculations in Excel.

How to convert Hours and Currency fields in your Hours Export

Reports

Learn about the different dashboards available in PSOhub (including predictive analysis).

Introduction to Dashboards

Personal dashboard

Financial dashboard

Resources dashboard

Project dashboard

Learn about the Progress and Predictive analysis dashboards

Progress and Predictive analysis dashboards

Dashboards

How to use OData to generate your own reports

OData (custom reporting)

Introduction to the PSOhub data model to leverage via the Odata feed.

Data model Odata

How to get started with Power BI for PSOhub?

Power BI

Learn how to connect an OData report template in Excel to your PSOhub account

Connect OData report template for Excel

Jarno Koopman

Custom reporting - Odata and PowerBI

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