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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpotYou can present complete sales funnel metrics for individual reps by importing all lifecycle stages, deals, and activities frominto a structured dashboard that shows volume, conversion rates, time metrics, and activity data in one unified view.
This approach transforms HubSpot’s fragmented funnel reporting into comprehensive single-rep views that enable targeted coaching and performance optimization.
Transform fragmented funnel data using Coefficient
CoefficientHubSpot’stransformsfragmented funnel reporting into truly unified funnel metrics. While HubSpot requires separate reports for each funnel stage and lacks individual rep drill-downs, Coefficient creates comprehensive single-rep views with complete funnel visibility.
How to make it work
Step 1. Import full funnel data with rep filtering.
Import contacts with all lifecycle stages from subscriber to customer, deals with full pipeline from prospecting to closed won, activities linked to each funnel stage, and companies for account-based metrics. Use Rep Name as the primary filter across all imports to focus on individual performance.
Step 2. Build a stage-by-stage metrics matrix.
Create a table with columns for Stage, Volume, Conversion Rate, Average Time, and Activities. For example: MQL row shows 150 volume, 67% conversion, 3 days average time, 4.2 activities. This provides complete stage visibility in one structured view.
Step 3. Add velocity and bottleneck calculations.
Calculate stage velocity using =Volume_Exited / Days_in_Period, identify acceleration points where deals move faster, and flag bottleneck identification where deals stagnate. Include individual rep performance index calculations like =Rep_Metric / Team_Average to show relative performance.
Step 4. Design dynamic rep dashboard layout.
Add a header with rep selector dropdown using data validation, top metrics showing overall conversion rate and cycle time, funnel visualization with volume and conversion by stage, and comparative analysis that imports team averages separately for benchmarking.
Enable targeted rep coaching with complete funnel data
CreateThis single rep performance view provides complete funnel transparency, enabling targeted coaching and process optimization impossible with HubSpot’s limited individual rep reporting. You’ll identify exactly where each rep excels and struggles.your comprehensive rep funnel dashboard today.
