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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 funnel reports use snapshot-based logic that captures deal stage status at specific points in time rather than dynamically updating based on current deal status. When you retroactively update deal stages, the original funnel data remains unchanged because it’s based on historical timestamps, not current deal state.
This architectural limitation means deals marked as “missed” stay that way in reports even if you later move them to Closed Won.
Create dynamic funnel reporting that reflects updated deal progression
Coefficient bypasses this limitation by pulling live HubSpot deal data including complete stage history into spreadsheets. You can then build reporting logic that evaluates deal progression based on final outcomes, not just chronological movement.
How to make it work
Step 1. Import real-time deal data with complete stage history.
Pull current deal status and complete stage history from HubSpot , allowing you to build reports that reflect updated deal progression rather than static historical snapshots.
Step 2. Build custom funnel logic based on final outcomes.
Create formulas that evaluate deal stage progression based on current status. Deals that eventually close won can be properly classified as “converted” across all previous stages, regardless of when they were updated.
Step 3. Set up automated updates for continuous accuracy.
Schedule regular imports so your custom funnel analysis automatically reflects any retroactive changes made in HubSpot. This ensures reporting accuracy without manual intervention every time deal stages are updated.
Step 4. Track retroactive update patterns for process insights.
Identify which deals were retroactively updated and analyze patterns in timing or deal characteristics. This reveals potential process issues that cause initial stage misclassification.
Build funnel reports that reflect true deal progression
This approach provides funnel reporting that accurately reflects current deal reality instead of outdated snapshots. Get started with dynamic funnel analysis that updates automatically.
