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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 can’t track historical win rate trends using deal amounts over time, leaving you without insights into how your revenue conversion performance changes across different periods.
Here’s how to build comprehensive trend tracking that captures historical revenue-based win rate data and reveals performance patterns for strategic planning.
Build historical win rate trend analysis using Coefficient
Coefficient provides comprehensive trend tracking through Snapshots and automated data capture from HubSpot . You can preserve historical win rate calculations while maintaining live data imports for current performance monitoring.
How to make it work
Step 1. Set up base win rate calculations with time periods.
Import deals from HubSpot and build revenue-based win rate formulas segmented by time periods. Use formulas that can calculate win rates for specific months, quarters, or custom date ranges.
Step 2. Schedule historical data snapshots.
Use Coefficient’s Snapshot feature to capture win rate data monthly or quarterly as separate tabs. This preserves historical performance data while your live imports continue refreshing with current information.
Step 3. Build trend analysis and rolling calculations.
Create charts and formulas that compare win rates across captured time periods. Implement 3-month, 6-month, and 12-month rolling win rate averages to smooth out seasonal variations and identify long-term trends.
Step 4. Add comparative trending analysis.
Build analysis showing both count-based versus amount-based win rate evolution over time. Use dynamic time period analysis with cell references to adjust date ranges and compare different time segments easily.
Step 5. Set up automated monitoring and alerts.
Configure email alerts when win rate trends show significant changes month-over-month. Schedule reports showing win rate trajectory and performance indicators, and integrate with existing dashboards for real-time trend visualization.
Make strategic decisions with historical performance data
Historical win rate trends using deal amounts reveal patterns that guide resource allocation and strategic planning decisions. Start tracking your revenue conversion trends today.
