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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 forecasting module locks away pipeline coverage calculations, but you can manually calculate coverage using deal properties with much more control and transparency than the native forecasting provides.
Here’s how to build comprehensive manual coverage calculations that automatically update with your latest deal data.
Manual pipeline coverage calculations using Coefficient
Coefficient excels at enabling manual pipeline coverage calculations using HubSpot deal properties in HubSpot . You get complete visibility into your coverage methodology while maintaining live data connections.
How to make it work
Step 1. Import deal data with key properties.
Pull deal amount, close date, deal stage, probability, owner, and any custom properties relevant to your coverage calculation. This gives you all the building blocks for manual coverage formulas.
Step 2. Create manual coverage formulas.
Build these core calculations: – Weighted Pipeline Value = SUMPRODUCT(Deal_Amounts, Probabilities) – Coverage Ratio = Weighted_Pipeline_Value / Revenue_Goal – Coverage Multiple = Weighted_Pipeline_Value / Revenue_Goal
Step 3. Build stage-specific calculations.
Break down coverage by pipeline stage: – Early Stage Coverage: Sum deals in prospecting/qualification stages – Mid-Stage Coverage: Sum deals in demo/proposal stages – Late Stage Coverage: Sum deals in negotiation/closing stages
Step 4. Set up dynamic date-based coverage.
Use Coefficient’s filtering to calculate coverage for specific time periods like current quarter coverage, monthly coverage trends, or rolling 90-day coverage windows.
Step 5. Create advanced risk-adjusted calculations.
Build sophisticated coverage metrics like risk-adjusted coverage with custom probability adjustments, coverage by product line or deal type, and time-decay weighted coverage for longer sales cycles.
Step 6. Automate formula application to new deals.
Coefficient’s Formula Auto Fill Down feature ensures your calculations automatically apply to new deals as they’re added, maintaining accurate coverage metrics without manual updates.
Take control of your coverage calculations
Manual coverage calculations give you transparency and flexibility that HubSpot’s black-box forecasting can’t match. Get started with custom coverage formulas that actually reflect your business reality.
