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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 duplicate date field restriction severely limits period-over-period analysis capabilities, preventing you from comparing performance across different time periods using the same date criteria.
Here are comprehensive alternative methods that provide unlimited flexibility for period comparison analysis outside HubSpot’s constraints.
Move period-over-period analysis to spreadsheets with unrestricted data manipulation using Coefficient
Coefficient offers the most comprehensive alternative by importing HubSpot data into spreadsheet environments where you can manipulate data without restrictions. You get advanced comparison formulas and multi-period analysis capabilities unavailable in HubSpot .
How to make it work
Step 1. Set up multi-period data imports with separate scheduled imports.
Create different scheduled imports for various time periods using Coefficient’s filtering system. Import current month data in one tab, previous month in another, and year-ago data in a third tab, all using the same date field without restrictions.
Step 2. Build advanced comparison formulas using spreadsheet functions.
Create sophisticated period-over-period calculations using functions unavailable in HubSpot. Use formulas like =SUMIFS(Revenue, Date, “>=1/1/2024”, Date, “<=1/31/2024") for current period and similar formulas for comparison periods, then calculate percentage changes.
Step 3. Create rolling period analysis with dynamic date filters.
Set up dynamic date filters that automatically adjust to compare last 30 days vs previous 30 days. Use formulas like =TODAY()-30 and =TODAY()-60 to create rolling comparisons that update automatically without manual intervention.
Step 4. Build seasonal comparisons with specific date exclusions.
Create year-over-year analyses while excluding specific date ranges like holidays or outlier events. Use complex date logic to filter out promotional periods from both comparison years for more accurate performance analysis.
Step 5. Develop multi-metric dashboards combining different time dimensions.
Combine revenue, deal velocity, and conversion metrics across different time periods in single views. Create pivot tables that show multiple metrics across various time comparisons simultaneously.
Step 6. Automate the entire workflow with scheduled refreshes.
Schedule imports to refresh automatically, use Formula Auto Fill Down to apply period-over-period calculations to new data, and set up Snapshots to preserve historical data while continuing to import fresh information.
Unlock unlimited flexibility for period comparison analysis
These methods provide unlimited flexibility for period comparison analysis that would be impossible within HubSpot’s native reporting constraints. Start building sophisticated period-over-period analysis today.
