Creating custom HubSpot reports that show commission earnings by conversion percentage

using Coefficient excel Add-in (500k+ users)

HubSpot custom reports can't show commission earnings by conversion percentage. Learn how to build powerful commission reporting that actually works.

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HubSpot’s native custom reports can’t show commission earnings by conversion percentage. The platform lacks percentage calculations across multiple contact records, commission calculation functionality, and conversion rate metrics between lifecycle stages.

Here’s how to build powerful commission reports with conversion percentage calculations that HubSpot’s native reporting simply can’t provide.

Build commission reports using Coefficient

Coefficient provides powerful reporting capabilities by importing HubSpot data into spreadsheets where you can create detailed commission reports with conversion percentage calculations. This gives you the mathematical flexibility that HubSpot custom properties and native reporting simply cannot achieve.

How to make it work

Step 1. Import comprehensive HubSpot data.

Pull contact data, lifecycle stage history, and sales rep assignments from HubSpot. Set up scheduled imports to keep reports automatically updated with fresh data for real-time commission visibility.

Step 2. Build conversion percentage calculations.

Create formulas that show individual sales rep conversion rates between each lifecycle stage, commission earnings calculated from stage conversion percentage performance, and team-level commission aggregation and forecasting.

Step 3. Set up automated report distribution.

Use Slack and Email Alerts to automatically distribute commission reports to stakeholders when new data is processed or when performance thresholds are met. This eliminates manual report generation and ensures timely visibility.

Step 4. Create historical trend analysis.

Use the Snapshots feature to capture monthly commission earnings for historical comparison and trend analysis. Build dynamic commission dashboards that provide real-time visibility into sales performance commission metrics.

Get the commission insights you need

This approach provides comprehensive commission reporting with conversion percentage calculations that HubSpot’s native reporting lacks. Start building commission reports that actually show how conversion performance drives earnings.

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