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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 create scheduled deal reports that only export changed records since last week using append new data functionality that tracks incremental changes without overwriting existing data.
This approach solves the common problem where standard CRM reports show current state data rather than change tracking, giving you clear audit trails of what actually changed week over week.
Implement change tracking for weekly deal reports using Coefficient
Coefficient’sHubSpot’sappend new data functionality addresses the challenge of tracking incremental changes, which native CRM reports cannot accomplish without complex custom properties or workflow automation. This approach solveslimitation where standard reports show current state data rather than change tracking.
Native HubSpot reporting requires custom date properties and complex filtering to identify changed records, while Coefficient automatically handles incremental updates and provides clear audit trails of when data was modified or added to your weekly reports.
How to make it work
Step 1. Set up a base deal import with “Last Modified Date” filtering.
Create a deal import that filters for records modified within the past week using the “Last Modified Date” field. This ensures you only capture deals that have actually changed since your last report.
Step 2. Enable “Append New Data” to avoid overwriting existing records.
Turn on the “Append New Data” feature in your import settings. This adds only new or modified records to your existing dataset without overwriting previous data, creating a cumulative change log over time.
Step 3. Add timestamp tracking for audit trails.
Enable timestamp tracking to show exactly when each record was added to your report. This creates a clear audit trail showing not just what changed, but when it was captured in your weekly tracking.
Step 4. Create weekly snapshots to preserve historical states.
Set up weekly snapshots that capture the complete state of your deal data at specific points in time. This gives you both incremental change tracking and historical point-in-time views for comparison.
Step 5. Schedule weekly refreshes for automatic change capture.
Configure weekly scheduled refreshes that automatically capture incremental changes. Each refresh will identify and append only the deals that have been modified since the last run, building a comprehensive change history.
Start tracking deal changes automatically
Begin trackingAutomated change tracking for deal reports eliminates the guesswork about what actually changed week over week, giving you precise audit trails and incremental data capture.deal changes with automated weekly reports that show exactly what’s different.
