)
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 custom report builder struggles with complex multi-dimensional analysis and percentage calculations, making it nearly impossible to segment win/loss rates by business type or industry effectively.
Here’s how to create detailed business segment analysis that shows exactly which types of businesses you win and lose most often.
Build advanced business segment win/loss analysis using Coefficient
Coefficient provides advanced segmentation capabilities that HubSpot’s reporting limitations prevent. You can slice win/loss data by any combination of business characteristics and create sophisticated performance comparisons across HubSpot segments.
How to make it work
Step 1. Import segmented deal data with business characteristics.
Pull HubSpot deals along with company properties like industry, company size, business type, and annual revenue. Use Coefficient’s filtering capabilities to focus on specific segments or time periods.
Step 2. Create dynamic business segment categories.
Use spreadsheet formulas to create custom business type categories that may span multiple HubSpot properties. For example, combine industry and company size to create segments like “Enterprise SaaS” or “SMB Manufacturing.”
Step 3. Calculate segment-specific win/loss metrics.
Build win/loss rate calculations for each business segment, including average deal size, sales cycle length, and conversion rates. Use formulas like =AVERAGEIFS to calculate average deal values by segment and outcome.
Step 4. Set up cross-segment performance analysis.
Compare performance across different business types with statistical significance testing. Create automated segment reporting that schedules weekly or monthly reports with new deal outcomes by business segment.
Optimize your sales strategy by segment
This approach enables complex segmentation analysis that reveals which business types offer the highest win rates and deal values. Start analyzing your segment performance to focus your sales efforts where they’ll have the biggest impact.
