How to Get HubSpot Reports Into PowerPoint (Editable Charts, Not Screenshots)

HubSpot can hand you a picture of a report or a file of its data. Only one of those becomes a chart you can edit on a slide, and neither updates itself before next month's pipeline review.

HubSpot has no button that turns a report into an editable PowerPoint chart. The native routes are four: export a report as a PNG image, share a dashboard as a visual, export the report's data to CSV or Excel and rebuild the chart there, or take a screenshot. Only the Excel route gives you a chart you can edit on the slide, and every route has to be redone each month.

That matches what HubSpot users report. In a March 2025 Community thread a user whose CEO wanted the weekly sales funnel on one or two slides asked for a direct export, and the replies came back to screenshots, image exports and Excel; one put it plainly: “there is no straight-to-PowerPoint export feature.” Here is each route, what it actually produces, and where it breaks.

Route 1: export a report as an image

The fastest clean visual. Per HubSpot's knowledge base:

1. Go to Reporting → Reports.
2. Hover over the report, open the Actions menu and select Export as an image.
3. Set the width with the slider or a number of pixels, then click Save. A PNG downloads.
4. In PowerPoint, use Insert → Pictures.

Export it wide. A small image stretched to fill a content placeholder blurs the axis labels, which are the first thing anyone squints at. What you get is a picture in HubSpot's colors, not your deck's, with no data behind it: nobody can right-click it and see the number under a bar.

Route 2: share the dashboard

From Reporting → Dashboards, open the dashboard and click Share → Email this dashboard. Two outcomes, depending on the Attach downloadable file menu:

• No attachment — recipients get a visual of the dashboard in the email.
• A file format — a data file of the reports. HubSpot notes that only single object, event-based and customer journey reports can be sent as CSV, XLS or XLSX this way; custom reports, web analytics and a few other types are not supported as attachments.

You can schedule it daily, weekly or monthly (recurring emails go to HubSpot users only), and HubSpot captures the report data two hours before the send time. That makes a scheduled monthly email a decent way to freeze the numbers on a known date.

What it will not do is give you charts. HubSpot's developer reference for dashboard exports lists PDF and PPTX among the formats and describes both as “individual report screenshots.” A user in a 2024 Community thread described the dashboard options the same way — a PDF, a PNG, or a PowerPoint with an image — while asking for what most presenters actually want: an Excel file with the chart and the data behind it. The answer was that HubSpot does not support it.

Route 3: export the data and chart it in Excel

The only native route that ends in an editable chart. Two ways to get the data out:

• From a report. Open it under Reporting → Reports, click Actions → Export unsummarized data, name the file, pick the format and click Export. You get a notification and an email when it is ready.
• From the deals view. Under CRM → Deals, open the view you want and click Export (in board view, Board options → Export view). Per HubSpot's export guide, the file holds each record's current property values, arrives as an emailed download link, and that link expires after 30 days.

Then build the chart once and reuse it. The pattern HubSpot users recommend in the threads above is a workbook with a raw-data tab and a chart tab: each month you paste the new export over the raw data, and the pivot table or SUMIFS formulas feeding the chart pick it up. Copy the chart into PowerPoint with Paste Special → Use Destination Theme & Embed Workbook so it takes the deck's colors and carries its own data. The trade-offs between embedding and linking are in how to insert an Excel chart into PowerPoint.

Route 4: the screenshot

Win+Shift+S on Windows, Cmd+Shift+4 on a Mac, paste onto the slide. It captures exactly what is on screen, including the dashboard filters you forgot were set, at your monitor's resolution. For a one-off internal update it is fine. For anything that gets presented twice, it is the most expensive route, because it has to be redone by hand every time.

What goes wrong by the third month

Any of these routes works once. The monthly pipeline review is where they come apart, in four predictable ways.

Pictures can't be questioned. When someone asks what the bar for one rep actually is, an image has no answer. You switch to HubSpot mid-meeting, or you promise to follow up.

The rebuild is the job. Six slides means six exports or six image downloads, six pastes, six alignments. The takeaway sentences beside the charts have no export at all; they update only when someone rereads the slide and remembers what changed.

The deck stops matching the CRM. HubSpot is live and the deck is a snapshot. Reps keep editing stages, amounts and close dates after you export, and, per HubSpot's deal property reference, a deal's close date is set to the day it is moved into a closed-won or closed-lost stage. So a deal won on the 30th but logged on the 3rd lands in the new month. A week after the meeting, whoever opens HubSpot sees a different number for the same quarter, and the deck looks wrong when it was merely early.

Definitions differ between reports. One report's win rate is won over closed deals, another's is won over every deal created in the period; one buckets by close date, another by create date. HubSpot's weighted pipeline forecast multiplies each deal's amount by its stage probability, which is a useful summary and not a forecast. Put two of those on adjacent slides and the deck argues with itself. The detail is in why your win rate keeps changing and weighted pipeline is not a forecast.

The route where the deck asks HubSpot itself

Quiriz takes the export step out. You connect HubSpot once with read-only access — Quiriz never writes to HubSpot — and your deals, contacts and companies become three datasets, [HubSpot] Deals, [HubSpot] Contacts and [HubSpot] Companies, which refresh every day on their own.

On connect, Quiriz adds metric definitions to Company Context, the one place your admin keeps what each number means: pipeline value, win rate (closed-won divided by all closed deals, by close date), average deal size, sales cycle in days, closed-won revenue, weighted pipeline and lost deals. Every answer uses those definitions, so the win rate on slide three and the win rate in the executive summary are the same calculation.

Then, in Quiriz for PowerPoint:

• Build a deck. Pick [HubSpot] Deals, choose the pipeline review recipe or say what the deck is for — Recommend a sales improvement plan from our HubSpot funnel — and Quiriz shows you the plan first: each slide's title, its question, and whether it will be a chart, a table or text. Edit the titles, untick slides, add your own, press Build. Slides land in your template's layouts, charts in the deck's theme colors, each with two to four takeaways written from that chart's own figures. The deck opens with an executive summary, written last from what the slides found and checked against them.
• New slide for a single question: Which open deals are past their close date? or What's our win rate by deal owner this quarter? becomes one slide.
• Figure for a number inside your own sentence: highlight the words, press Figure, and one live value replaces them.

The charts are native, editable PowerPoint charts, not pictures. Right-click one and choose Edit Data to see the numbers behind it, restyle it like any chart you built yourself, or press Change and say the latest month in green.

Next month there is no export. The connector has refreshed the data overnight, and Refresh all asks every chart, table, figure and note on every slide its question again and redraws each one where you left it, keeping your formatting. Totals, charts and takeaways move together. When a slide's question can't be answered from the data, the slide says so and why rather than showing an invented number.

Google Slides works the same way through Quiriz for Google Slides: the same plan, the same refresh. There the charts are images drawn from the answer's rows; they refresh and you can restyle them with Change, but they are not editable charts. Quiriz for PowerPoint runs in PowerPoint 2021 and later on Windows and Mac and in PowerPoint on the web, and you can try Quiriz before connecting anything.

Where it does not apply

A single dashboard shown once to your own team is a screenshot, and nothing beats that. And reports HubSpot builds from its own change history — deal change history, the pipeline waterfall, historical snapshots — stay in HubSpot: export those as images and drop them in beside the refreshable slides. For which reports belong on the dashboard in the first place, see HubSpot dashboard examples.

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