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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 reporting lacks multi-dimensional filtering capabilities, preventing you from applying both team member and time-based filters simultaneously. The dashboard system doesn’t support the complex filter combinations needed for quarterly goal tracking by individual contributors.
You’ll discover how to create sophisticated filtering that combines team member selection with quarterly date ranges for precise goal analysis.
Set up multi-dimensional goal filtering using Coefficient
Coefficient excels at multi-dimensional filtering through support for up to 25 filters with AND/OR logic across 5 different filter groups. You can simultaneously filter by deal owner (team member) AND close date ranges (quarterly periods) using dynamic filter cells that can be changed independently.
How to make it work
Step 1. Import HubSpot deals with owner and date fields.
Connect to HubSpot and import deals including deal owner, close date, deal amount, and stage fields. This creates the data foundation for your multi-dimensional filtering.
Step 2. Create independent filter cells.
Set up cell A1 for team member selection and cell A2 for quarter date range. You can use dropdown lists or manual entry. These cells will control your filtering independently, so changing one doesn’t affect the other.
Step 3. Configure AND logic filtering.
In your Coefficient import settings, apply filters where owner = A1 AND close_date is within A2 range. This creates the simultaneous filtering that HubSpot dashboards can’t achieve natively.
Step 4. Build quarterly goal tracking.
Create goal calculations that update when either filter changes. Use formulas like =SUMIFS(deal_amount, owner_column, A1, close_date_column, “>=”&A2_start, close_date_column, “<="&A2_end) to track progress against quarterly targets.
Step 5. Schedule automatic data refreshes.
Set up daily or weekly refreshes to maintain current data while preserving your complex filtering logic. The multi-dimensional filters remain intact while new deal data flows in automatically.
Get the granular goal analysis you need
Multi-dimensional filtering transforms quarterly goal tracking from impossible to effortless. You get the precise team member and time-based analysis that drives better sales decisions. Start building your multi-dimensional goal reports today.
