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

Julie Bennett

Claudette Albers-Reid

Jarno Koopman

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

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

Custom reporting - Odata and PowerBI

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you