)
Written by
Table of Contents
“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 native reporting can’t create automated commission reports based on lifecycle stage progression. The platform lacks conversion percentage calculations, historical comparison features, and built-in commission functionality that sales teams need.
Here’s how to build comprehensive automated commission reporting that tracks stage conversions and calculates earnings automatically.
Build automated commission reports using Coefficient
Coefficient enables automated commission reporting by importing your HubSpot lifecycle stage data and sales rep assignments into spreadsheets. You can then build automated calculations and set up scheduled distribution that HubSpot simply can’t handle natively.
How to make it work
Step 1. Set up scheduled data imports.
Configure Coefficient to pull fresh HubSpot data on your preferred schedule – hourly, daily, or weekly. Import contact records with lifecycle stage history, sales rep ownership, and any custom fields needed for commission calculations.
Step 2. Create commission calculation formulas.
Build formulas that automatically calculate each sales rep’s earnings based on their lifecycle stage conversion rates. For example, track how many contacts each rep moved from “Lead” to “MQL” and calculate commission amounts based on those conversions.
Step 3. Automate report distribution.
Use Slack and Email Alerts to automatically distribute commission reports when new data is processed or when commission thresholds are met. Set up weekly or monthly automated reports that go directly to your sales team and management.
Step 4. Enable real-time commission tracking.
Use Formula Auto Fill Down to ensure commission calculations automatically apply to new contact data as it’s imported. Create dashboards that provide real-time visibility into sales performance commission metrics.
Eliminate manual commission calculations
This automation provides real-time visibility into sales performance commission metrics that HubSpot cannot natively support. Start building automated commission reports that actually reflect your team’s lifecycle stage conversion performance.
