HubSpot’s standard reports can’t perform the longitudinal MRR analysis needed for meaningful trend identification. You can see current revenue and basic historical data, but building time-series analysis, statistical trend modeling, and seasonal pattern recognition requires capabilities that HubSpot’s native reporting doesn’t offer.
Here’s how to connect your HubSpot revenue data to spreadsheets where you can build comprehensive MRR trend analysis with automated updates and predictive insights.
Build comprehensive MRR trend analysis with live HubSpot connections using Coefficient
Coefficient creates live connections between HubSpot revenue data and HubSpot spreadsheets where you can perform sophisticated trend analysis that updates automatically. This gives you the statistical analysis and forecasting capabilities that HubSpot’s native reporting simply can’t provide.
How to make it work
Step 1. Establish live data connections.
Connect HubSpot revenue fields directly to spreadsheets with automatic refresh capabilities, ensuring trend analysis always reflects current data. Extract deals, subscription amounts, renewal dates, and custom MRR properties with complete historical records for comprehensive trend analysis.
Step 2. Build trend calculation frameworks.
Create formulas that calculate MRR trends across multiple time periods, including moving averages, growth rates, and seasonal adjustments. Use functions like TREND, FORECAST, and LINEST to perform statistical analysis that identifies patterns and predicts future performance.
Step 3. Generate historical baselines and dynamic visualizations.
Use Coefficient’s Snapshots to capture monthly MRR data points, building the historical foundation necessary for accurate trend analysis. Create charts and graphs that automatically update with new HubSpot data, showing MRR trends, seasonality patterns, and growth trajectories.
Step 4. Set up trend monitoring and alerts.
Configure automated notifications when MRR trends deviate from expected patterns or cross defined thresholds. The combination of scheduled imports and dynamic filtering enables sophisticated trend analysis that adapts to changing business conditions while maintaining connection to live HubSpot data.
Get the trend insights you need
Connecting HubSpot revenue data to spreadsheets unlocks the MRR trend analysis capabilities that drive strategic decisions and accurate forecasting. With live data connections and automated updates, your trend analysis stays current and actionable. Start analyzing trends today.