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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 native goal reporting lacks deal owner quick filters, forcing you to view data at the team level only. This limitation prevents sales managers from quickly analyzing individual rep performance against goals.
Here’s how to create dynamic, owner-specific goal reports that update automatically with live HubSpot data.
Build owner-filtered goal reports using Coefficient
Coefficient solves this filtering gap by importing live HubSpot deal data directly into HubSpot with dynamic owner-based filtering. You can apply up to 25 filters including deal owner, stage, and close date, then reference specific spreadsheet cells to change filters instantly.
How to make it work
Step 1. Connect HubSpot and set up your deal import.
Install Coefficient and connect your HubSpot account. Create a new import selecting “Deals” as your object, then choose the fields you need like deal name, amount, close date, and deal owner. This gives you the foundation for owner-specific filtering.
Step 2. Create dynamic owner filtering.
In your import settings, add a deal owner filter and point the filter value to a specific cell (like A1). Now when you change the owner name in cell A1, your entire report automatically filters to show only that person’s deals and goal progress.
Step 3. Build goal calculations and visualizations.
Use spreadsheet formulas to calculate gap-to-goal metrics, conversion rates, and pipeline health. Create pivot tables and charts that automatically update when you change the owner filter. Set up scheduled refreshes (hourly, daily, or weekly) to maintain real-time accuracy.
Step 4. Set up multiple owner views.
Create dropdown lists with all team member names, or set up separate tabs for different owners while maintaining a single data source. This gives you the personalized dashboard experience HubSpot can’t provide natively.
Start filtering your goal reports by owner today
Dynamic owner filtering transforms how you track individual goal performance. Instead of being stuck with team-level views, you get the user-specific insights needed for effective sales management. Try Coefficient to build the owner-filtered goal reports HubSpot can’t deliver.
