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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’s native capabilities can’t create true weighted activity scorecards due to fundamental limitations in its calculation engine. The platform lacks the ability to multiply activity counts by weight values and aggregate them into meaningful scores.
Here’s how to create weighted activity scorecards that appear and function as if they were built entirely within HubSpot.
Build integrated weighted scorecards using Coefficient
Coefficient serves as an essential extension that enhances HubSpot’s native capabilities rather than replacing them. You get seamless data flow and automated calculations that make weighted scorecards appear native to HubSpot .
How to make it work
Step 1. Set up seamless HubSpot data flow.
Import HubSpot activity data directly without manual exports or complex configurations. Coefficient handles the data connection automatically, pulling activity counts and contact information in real-time.
Step 2. Create advanced weighted calculations.
Build weighted scoring formulas using spreadsheet functions that multiply activity counts by predetermined point values. Structure calculations like: (calls × 5) + (emails × 2) + (meetings × 10) = total score.
Step 3. Export calculated scores as HubSpot properties.
Push calculated scores back to HubSpot as custom properties that integrate seamlessly with native functionality. These properties appear in HubSpot as if they were created by native calculated fields.
Step 4. Set up automated calculation workflows.
Schedule calculations to run automatically without manual intervention. Your weighted scorecards update daily or hourly, maintaining current scores without ongoing management.
Step 5. Display scorecards in native HubSpot dashboards.
Use the calculated score properties in native HubSpot reports and dashboards. Create single-value blocks, gauge charts, and leaderboards that display your weighted activity scores.
Step 6. Integrate with HubSpot workflows and automation.
Use weighted scores in HubSpot workflows for lead scoring, sales rep assignment, and automated follow-up sequences. The scores function like any other HubSpot property.
Get native-feeling weighted scorecards
This approach maintains the appearance of a native HubSpot solution while providing the advanced calculation capabilities the platform lacks. Create your weighted activity scorecards that integrate seamlessly with HubSpot.
