Integrated sales reporting with Hubspot, Quickbooks, and MSSQL

Introduction

Objective

1. To build a data warehouse that can consolidate data from HubSpot, QuickBooks, and MSSQL.
2. To develop custom scripts and Python modules to extract and transform the data from the different sources.
3. To integrate Power BI with the data warehouse to generate customized sales reports.

Solution

1. The first step is to identify the required data points from HubSpot, QuickBooks, and MSSQL. This will involve reviewing the data schemas and understanding how the data is structured in each source.
2. Next, we will build a data warehouse using a combination of SQL Server and Azure. The warehouse will store the consolidated data from the different sources and will be designed to support fast and efficient querying.
3. We will use custom scripts and Python modules to extract data from the sources and transform it to the required format for the data warehouse. This will include handling data inconsistencies, removing duplicates, and performing data validations.
4. Once the data is extracted and transformed, it will be loaded into the data warehouse using SQL Server Integration Services (SSIS).
   Finally, we will integrate Power BI with the data warehouse to generate customized reports based on the business requirements.

Results

1. A centralized data warehouse was built that could consolidate data from HubSpot, QuickBooks, and MSSQL.
2. Custom scripts and Python modules were developed to extract and transform data from the sources.
3. Power BI was integrated with the data warehouse to generate customized reports.
4. The company was able to gain insights into their sales data, including revenue trends, customer behavior, and sales performance.

Conclusion