HubSpot’s dashboard builder lacks the combined user and date range filtering functionality essential for effective goal tracking. The platform’s limited filter options prevent sales teams from creating the dynamic, multi-parameter views needed for comprehensive performance analysis.
You’ll learn how to build custom goal tracking dashboards with simultaneous user and date range filtering that update automatically with live data.
Create custom goal tracking dashboards using Coefficient
Coefficient enables custom goal tracking dashboards with simultaneous user and date range filtering through dynamic filter cells that can be changed independently. You get live HubSpot data connectivity ensuring goal metrics remain current without manual updates, plus custom calculation capabilities using spreadsheet formulas.
How to make it work
Step 1. Import HubSpot deals with owner associations and close dates.
Connect to HubSpot and import deals including owner, close date, deal amount, stage, and goal target fields. This creates the data foundation for your custom dashboard with all necessary filtering dimensions.
Step 2. Create independent filter controls.
Set up user selection filter using dropdown lists or manual entry in cell A1. Create date range filters for quarters, months, or custom date ranges in separate cells like A2 and A3. These filters work independently so you can change users without affecting date ranges.
Step 3. Configure dynamic filter connections.
Point your Coefficient import filters to reference these cells dynamically. Set up filters where owner = A1 AND close_date >= A2 AND close_date <= A3, creating the multi-parameter filtering HubSpot can't provide.
Step 4. Build goal calculations and visualizations.
Create goal progress formulas like =SUM(deal_amounts)/goal_target*100 for completion percentages. Build gap analysis calculations and trend metrics that automatically update when any filter changes. Add charts and pivot tables that refresh with your filtered data.
Step 5. Schedule automatic data refreshes.
Set up hourly, daily, or weekly refreshes to maintain real-time accuracy while preserving your filtering logic. Your custom dashboard stays current without manual intervention.
Get the custom goal tracking you need
Custom dashboards with combined user and date range filtering provide the comprehensive performance analysis that drives better sales results. You get the multi-parameter views and live data connectivity that HubSpot’s limited system cannot offer. Build your custom dashboard and transform your goal tracking today.