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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 calculated properties are limited to individual record calculations and cannot aggregate counts across multiple records like closed won and lost totals, leaving a significant gap in native reporting capabilities.
While calculated properties work for single record calculations, here’s how to get the true aggregation functions you need for combining deal counts.
Bridge the gap between HubSpot limitations and aggregation needs using Coefficient
HubSpot calculated properties can only work on single record level (like calculating a deal’s days in stage), but cannot count other records. Coefficient offers a complementary approach that addresses this fundamental limitation by providing true aggregation capabilities with HubSpot data in spreadsheets .
How to make it work
Step 1. Import deals data with automatic refresh scheduling.
Connect HubSpot through Coefficient and import all deal records with fields like Deal Stage, Close Date, and Deal Owner. Set up hourly or daily refreshes to keep your aggregation calculations current.
Step 2. Create true aggregation functions across deal records.
Use formulas like =COUNTIF(Deal_Stage_Column,”Closed Won”)+COUNTIF(Deal_Stage_Column,”Closed Lost”) to get actual counts across multiple records. This provides the cross-record analysis that calculated properties simply cannot deliver.
Step 3. Set up dynamic calculation updates.
Enable scheduled refreshes so your combined metrics update automatically as new deals close. Use formula auto-fill to ensure new records get included in calculations without manual intervention.
Step 4. Track historical combined metrics over time.
Use Coefficient’s snapshot functionality to preserve aggregated counts at different points in time. This creates historical tracking that HubSpot’s calculated properties can’t provide since they only work on current record states.
Step 5. Export aggregated results back to HubSpot (hybrid approach).
Push your calculated combined metrics back to HubSpot as custom properties for native dashboard display. This combines spreadsheet calculation power with HubSpot’s familiar reporting interface.
Get the aggregation capabilities HubSpot’s native tools can’t provide
This hybrid approach combines the calculation power of spreadsheets with HubSpot’s native reporting interface, giving you the best of both worlds for deal count aggregation. Start creating the combined metrics your team needs.
