)
Written by
Table of Contents
“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.”
Manual weekly pipeline exports from HubSpot waste time and create inconsistent reporting. You’re stuck downloading data, formatting it, and rebuilding the same reports every week just to track sales performance.
Here’s how to completely automate your HubSpot pipeline data export to Excel and eliminate the weekly manual export process entirely.
Replace manual exports with automated pipeline reporting using Coefficient
CoefficientHubSpotreplaces manualdata extraction with scheduled pipeline workflows that update automatically. You get more comprehensive data than HubSpot’s native exports without any manual work.
The automation includes scheduled imports, formula updates, and even alerts when your pipeline hits specific thresholds.
How to make it work
Step 1. Create filtered imports for each pipeline stage.
Set up separate imports for different pipeline stages with relevant deal properties like amount, close date, probability, and custom fields. Use filters to focus on active deals or specific time periods relevant to your weekly reporting needs.
Step 2. Schedule weekly refreshes for consistent timing.
Configure automatic refreshes to run weekly at a specific time, like Monday at 8 AM. This ensures your pipeline data is always current when you start your weekly sales meetings without any manual intervention required.
Step 3. Build Excel formulas for pipeline calculations.
Create formulas for pipeline velocity, conversion rates, and forecasting calculations in columns adjacent to your imported data. Use functions like SUMIFS for stage totals and AVERAGE for velocity metrics across different deal segments.
Step 4. Set up conditional alerts for pipeline changes.
Configure email or Slack alerts that trigger when significant pipeline changes occur week-over-week. Set thresholds for new deal additions, stage progressions, or total pipeline value changes that warrant immediate attention.
Step 5. Use Snapshots for historical trend analysis.
Enable weekly snapshots to capture pipeline state for historical comparison. This preserves data while your live imports continue refreshing, allowing you to track pipeline growth and conversion trends over time.
Never manually export pipeline data again
Automate your reportingThis automated approach provides current pipeline data for weekly reporting while maintaining historical snapshots for trend analysis – functionality that requires constant manual work with HubSpot’s standard exports.and focus on analyzing results instead of gathering data.
