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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.”
You can automate deal exports with custom fields and calculated metrics by importing all required deal properties and using Excel formulas for advanced calculations that update automatically with new data.
This approach lets you create sophisticated calculations like deal velocity, conversion rates, and weighted pipeline values that HubSpot’s calculated properties simply can’t handle natively.
Set up custom field automation with calculated metrics using Coefficient
CoefficientHubSpot’sexcels at custom field automation with calculated metrics, addressingcalculated property limitations that require complex workflows or third-party tools for advanced calculations.
This approach solves HubSpot’s limitation where calculated properties require simple formulas and cannot perform complex calculations involving multiple objects or time-based metrics. In Coefficient, you can create sophisticated calculations using Excel’s full formula capabilities, while the auto-fill feature ensures these calculations automatically apply to new deals without manual intervention.
How to make it work
Step 1. Import all required deal custom fields through field selection.
Connect to your CRM and select all the custom fields your calculations need. Include standard fields like deal amount, create date, close date, and stage, plus any custom properties like lead source, deal type, or territory information.
Step 2. Create calculated metrics using Excel formulas in adjacent columns.
Add Excel formulas in columns next to your imported data for calculations like conversion rates, pipeline velocity, and weighted values. For example, use =DAYS(TODAY(),[@[Create Date]]) to calculate days in pipeline or =[@Amount]*[@Probability] for weighted deal value.
Step 3. Enable Formula Auto Fill Down for automatic calculation updates.
Turn on the Formula Auto Fill Down feature so your calculations automatically apply to new deals during each refresh. This ensures every new deal gets the same calculated metrics without manual formula copying.
Step 4. Create complex calculated fields referencing multiple properties.
Build sophisticated formulas that combine multiple imported properties. Calculate metrics like “deal velocity by rep” using =[@Amount]/DAYS([@[Close Date]],[@[Create Date]]) or create conditional calculations based on deal stage and territory.
Step 5. Schedule weekly refreshes to keep calculations current.
Set up weekly scheduled refreshes so both your imported data and calculations stay current. New deals will automatically get calculated metrics applied, while existing deals update their calculations based on any changed properties.
Start creating advanced deal analytics
Begin buildingAutomated deal exports with custom fields and calculated metrics give you analytical capabilities that go far beyond native CRM reporting, all while staying automatically updated with fresh data.sophisticated deal analytics with the full power of Excel formulas and automated data updates.
