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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 datasets don’t provide direct access to pipeline coverage metrics from the forecasting module. This makes it impossible to create custom coverage reports within HubSpot’s native reporting tools.
But you can build comprehensive custom pipeline coverage reports by importing the underlying deal data and creating your own calculations.
Build custom pipeline coverage reports using Coefficient
Coefficient enables custom pipeline coverage reporting by importing deals from HubSpot with all necessary fields and letting you build coverage formulas in HubSpot . You get the flexibility to create reports tailored to your specific business needs.
How to make it work
Step 1. Import deals with comprehensive filtering.
Pull deals with amount, close date, pipeline stage, and probability fields. Apply up to 25 filters to focus on specific pipelines, teams, or time periods that matter for your coverage analysis.
Step 2. Create custom coverage formulas.
Build your own coverage calculations: – Basic Coverage: Open Pipeline ÷ Quota – Weighted Coverage: (Sum of Deal Amount × Probability) ÷ Quota – Stage-based Coverage: Separate coverage calculations by deal stage
Step 3. Set up dynamic filtering for interactive reports.
Use Coefficient’s dynamic filter feature to point filters to spreadsheet cells. This creates interactive coverage reports that update based on user selections like rep, team, or date range.
Step 4. Combine multiple pipelines in one report.
Unlike HubSpot datasets, you can combine data from multiple pipelines in a single report to calculate overall coverage across different business units or products.
Step 5. Automate reporting and alerts.
Schedule your coverage reports to refresh automatically and send alerts via Slack or email when coverage falls below specific thresholds.
Get the coverage insights you need
This approach provides far more flexibility than HubSpot’s limited dataset functionality while maintaining live connections to your data. Start building custom coverage reports that actually meet your business requirements.
