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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 date range filtering limits you to predefined options and doesn’t allow custom or rolling date ranges that update automatically, making it difficult to create flexible traffic source analysis for different time periods.
Here’s how to configure advanced date range filtering with custom selectors and automated updates for comprehensive closed won deal attribution analysis.
Configure flexible date range filtering with automated updates using Coefficient
Coefficient’s dynamic filtering system provides advanced date range configuration that goes far beyond HubSpot’s predefined options. You can create custom date selectors, rolling periods, and automated refresh schedules that keep your traffic source analysis current without manual intervention.
How to make it work
Step 1. Create a date configuration section with flexible options.
Build a date control panel with dropdown menus for options like “Last 30 Days,” “This Quarter,” “Year to Date,” or custom start/end date inputs. Use data validation to create dropdown lists and add input cells for custom date ranges. This gives you complete control over the time periods for your attribution analysis.
Step 2. Build calculated date formulas that respond to your selections.
Create “Start Date” and “End Date” cells that calculate actual dates based on your selections using formulas like =TODAY()-30 for “Last 30 Days” or =DATE(YEAR(TODAY()),1,1) for “Year to Date.” Use nested IF statements to handle multiple date range options and ensure your calculations update automatically.
Step 3. Configure your deals import with dynamic date filtering.
Set up your Coefficient import with filters for “Deal Stage = Closed Won,” “Close Date” within your calculated date range, and “Original Source is known” to exclude deals with missing attribution. Use dynamic filtering to reference your calculated date cells so the import automatically adjusts when you change date selections.
Step 4. Set up automated refresh schedules for current data.
Use Coefficient’s scheduled refresh feature to automatically update your filtered dataset daily or weekly, ensuring your closed won deals by traffic source analysis always reflects the most current data within your specified date ranges. Configure alerts to notify stakeholders when significant changes occur in your HubSpot attribution metrics.
Get the date filtering flexibility you need
Advanced date range configuration with automated updates provides the flexibility and currency that HubSpot’s native filtering can’t match for comprehensive traffic source analysis. Start building attribution reports with date filtering that adapts to your analysis needs.
