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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.”
HubSpot lacks native functionality to export pipeline data as it existed at specific past dates. You can’t easily track how your pipeline looked last month or compare pipeline states over time for trend analysis.
Here’s how to automatically capture historical pipeline snapshots and export them to Excel for comprehensive trend analysis that HubSpot’s standard reporting cannot provide.
Capture automated historical pipeline data using Coefficient
Coefficient’sHubSpot’sSnapshots feature specifically addresses this challenge by automatically capturing historical pipeline data copies for Excel trend analysis. Unlikelimited historical reporting, you get complete pipeline state preservation at any frequency you need.
Each snapshot maintains complete deal data with all custom properties as they existed at capture time, creating a comprehensive historical dataset impossible to build with HubSpot’s native tools.
How to make it work
Step 1. Set up live pipeline data import with required properties.
Create a live import of your pipeline deals including all relevant properties like deal amount, stage, probability, close date, and custom fields. This becomes your current pipeline view that updates automatically with fresh data.
Step 2. Configure monthly snapshots for historical capture.
Enable scheduled snapshots to automatically preserve pipeline state data on specific dates like month-end. Choose monthly frequency for quarterly trend analysis, or weekly snapshots if you need more granular historical tracking.
Step 3. Create Excel analysis comparing pipeline periods.
Build formulas to compare pipeline values, stage distribution, and deal velocity across different snapshot periods. Use SUMIFS to calculate pipeline totals by month and create percentage change calculations between periods.
Step 4. Build trend charts for pipeline growth visualization.
Create Excel charts showing pipeline growth, conversion rates, and forecasting accuracy over time using your historical snapshot data. Include trend lines to identify seasonal patterns and performance trajectories.
Step 5. Use Excel’s data analysis tools for pattern identification.
Apply Excel’s statistical functions to identify seasonal patterns, calculate moving averages, and spot performance trends that would be impossible to detect without historical pipeline data preservation.
Finally track how your pipeline actually changes over time
Start capturingThis automated approach creates a comprehensive historical pipeline dataset in Excel that enables sophisticated trend analysis impossible with HubSpot’s standard reporting capabilities.your pipeline history automatically today.
