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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 month-to-date reporting lacks the flexibility needed for accurate deal attribution analysis because predefined date ranges don’t align with custom periods and attribution logic can’t be customized or validated.
You’ll learn how to build automated month-to-date attribution reports that update daily with accurate source counting and transparent validation checks.
Build automated month-to-date attribution reports with real-time updates using Coefficient
Coefficient enables precise month-to-date deal attribution through advanced filtering and automatic date calculations. Your report automatically updates as the month progresses, providing real-time pipeline visibility that HubSpot’s native reports can’t deliver with the same accuracy and transparency.
How to make it work
Step 1. Create automated date calculations for month-to-date tracking.
Build a month-to-date tracking section with formulas that calculate the current month’s start date using =DATE(YEAR(TODAY()),MONTH(TODAY()),1) and today’s date with =TODAY(). Set up your Coefficient import to reference these cells for “Close Date >= [Month Start]” and “Close Date <= [Current Date]" filtering.
Step 2. Configure dynamic filtering for closed won deals by source.
Set up your import with filters for “Deal Stage = Closed Won” and your calculated date range. Include fields like “Deal ID,” “Original Source,” and “Deal Amount.” Use dynamic filtering to reference your date calculation cells so the report automatically captures new deals as they close throughout the month.
Step 3. Implement accurate attribution counting with validation checks.
Build attribution logic using COUNTIFS and SUMIFS functions that count unique deals by original traffic source within your date range: =COUNTIFS(CloseDate,”>=”&A1,CloseDate,”<="&B1,OriginalSource,"Paid Search"). Create validation tables that ensure your source-specific counts sum to your total deal count to prevent double-counting issues.
Step 4. Set up automated daily refreshes for real-time reporting.
Use Coefficient’s scheduled refresh feature to automatically update your report daily, providing real-time month-to-date pipeline visibility. Configure HubSpot alerts to notify stakeholders when significant changes occur in your attribution metrics throughout the month.
Track attribution performance in real-time
Automated month-to-date attribution reports provide the accuracy and real-time visibility that HubSpot’s native reports can’t match for marketing performance analysis. Start building attribution reports that update automatically as your month progresses.
