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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.”
While HubSpot’s filter-based approach can display combined deal data through multiple report widgets, it cannot create true combined metrics in single values, requiring manual calculation to get meaningful totals.
Here’s how to enhance filter-based reporting with dynamic calculations and automated updates that provide unified combined metrics HubSpot’s native approach cannot deliver.
Enhance filter-based reporting with dynamic calculations using Coefficient
HubSpot’s native filter approach requires separate widgets for each deal stage with no single metric showing combined totals. Coefficient enhances this by providing dynamic filtering capabilities with HubSpot data in spreadsheets where you can create actual combined metrics rather than side-by-side displays.
How to make it work
Step 1. Set up dynamic filtering with cell references.
Point filter values to spreadsheet cells for flexible criteria changes. This allows you to adjust deal stage combinations without recreating imports, providing more flexibility than HubSpot’s static filter approach.
Step 2. Create true combination formulas for unified metrics.
Use formulas to create actual combined metrics like =COUNTIF(Stage_Column,”Closed Won”)+COUNTIF(Stage_Column,”Closed Lost”) rather than requiring manual calculation from separate widgets. This provides single-value metrics that HubSpot’s filter approach cannot produce.
Step 3. Configure automated updates with scheduled refreshes.
Set up scheduled refreshes to ensure combined metrics stay current automatically. This eliminates the manual updates required with HubSpot’s native filter-based widgets.
Step 4. Implement historical analysis with snapshots.
Use snapshot functionality to preserve combined metrics over time, creating trend analysis across combined stages. This provides historical context that HubSpot’s filter-based approach with limited historical analysis cannot match.
Step 5. Set up automated threshold alerts.
Configure alerts when combined metrics exceed predefined thresholds. Get notifications when your unified deal metrics hit important milestones, providing proactive monitoring that static filter-based reports cannot deliver.
Maximize both platforms’ strengths for superior deal reporting
This approach maximizes both platforms’ strengths while overcoming HubSpot’s calculation limitations, giving you the unified combined metrics that filter-based reporting alone cannot provide. Start creating true combined deal metrics today.
