PSOhub Insights is a great feature that allows you to seamlessly integrate your PSOhub data into HubSpot and create fully customizable dashboards.
Gain real-time insights into your project performance, profitability, hours spent, expenses, revenue, and more. This powerful tool gives you the flexibility to build the exact reports you need to drive your business forward. The possibilities are endless, and your data has never been more accessible!
IMPORTANT:
-
To use PSOhub Insights, an Enterprise version of HubSpot is required , regardless of which Hub.
-
If you already had a PSOhub account before August 29, you will need to:
-
Disconnect and reconnect the integration so we can have all the required access to create the PSOhub data in your HubSpot Environment.
-
-
Whether you had an account before August 29 or after, once you have connected to HubSpot, click on Settings in the HubSpot tile:
-
A pop-up window will open, check the box Insights for HubSpot enabled, and in the list below select the data you wish to send over to HubSpot for reporting purposes.
-
And then click Proceed to confirm.
Watch this webinar to learn more about PSOhub Insights.