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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 goal filtering capabilities are limited to basic single-dimension filters and cannot handle the complex multi-dimensional filtering sales teams need. The platform lacks support for simultaneous filtering by user, time period, deal stage, product line, and other critical sales dimensions.
Here’s how to build sophisticated multi-dimensional filtering that enables sales teams to analyze goals by any combination of dimensions.
Build robust multi-dimensional filtering using Coefficient
Coefficient provides robust multi-dimensional filtering through up to 25 filters across 5 filter groups with AND/OR logic combinations. You can create dynamic filter values that reference different spreadsheet cells for each dimension, enabling real-time filter changes that instantly update all related goal metrics.
How to make it work
Step 1. Import comprehensive HubSpot data.
Connect to HubSpot and import deals with all relevant dimensions: owner, close date, deal stage, product line, deal amount, and goal targets. This creates the foundation for multi-dimensional analysis.
Step 2. Set up dimension-specific filter cells.
Create separate cells for each filtering dimension: A1 for sales rep selection, A2 for quarter selection, A3 for product line filter, A4 for deal stage filter. Each cell controls its own dimension independently.
Step 3. Configure complex filter logic.
Use AND/OR logic combinations to create precise goal views. Set up filters like (Owner = A1 AND Close_Date = A2) OR (Stage = A3 AND Product = A4) to analyze goals across multiple scenarios simultaneously.
Step 4. Build dynamic goal calculations.
Create formulas that respond to all filter dimensions. Use functions like =SUMIFS() with multiple criteria that reference your filter cells, so goal calculations automatically update when any dimension changes.
Step 5. Enable sophisticated analysis scenarios.
Analyze goals by any combination of dimensions: Q4 goals for specific reps selling particular products, pipeline stages across different time periods, or product performance by team member and quarter. The filtering complexity exceeds what HubSpot dashboards can support.
Transform your sales goal analysis
Multi-dimensional filtering enables the sophisticated sales goal analysis that drives better decisions and performance. You get the filtering complexity and flexibility that HubSpot’s dashboard system simply cannot provide. Start building your multi-dimensional goal analysis today.
