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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 goal tracking dashboards completely lack user ID quick filters, making it impossible to view individual performance metrics without manually editing dashboard filters or creating separate dashboards for each user. Both solutions are inefficient and time-consuming.
Here’s the definitive workaround that gives you the user ID quick filtering functionality HubSpot is missing.
Create user ID quick filtering using Coefficient
Coefficient provides the definitive workaround by importing HubSpot deal and user data with live connectivity, eliminating the need for HubSpot’s limited dashboard system. You can create user ID filter cells that instantly change the entire report view, essentially building the quick filter functionality HubSpot lacks.
How to make it work
Step 1. Set up live HubSpot data import with user associations.
Connect to HubSpot and import deals with owner associations included. This automatically handles the connection between deals and their owners, maintaining the relationships that manual exports often break.
Step 2. Create user selection filter cell.
Set up a user selection cell using either dropdown lists or manual entry. You can filter by both user ID numbers and user names, giving you the flexibility HubSpot’s system doesn’t provide.
Step 3. Point import filters to reference the selection cell.
Configure your Coefficient import to dynamically reference your user selection cell. When you change the user in that cell, the entire report instantly filters to show only that person’s deals and goal progress.
Step 4. Build goal tracking calculations.
Use spreadsheet formulas to create goal tracking metrics that automatically update with your filtered data. Calculate gap-to-goal, conversion rates, and pipeline health that refresh when you change users.
Step 5. Schedule automatic data refreshes.
Set up hourly, daily, or weekly refreshes to maintain current information while preserving your user filtering functionality. This gives you real-time accuracy without manual intervention.
Get the user filtering HubSpot should have
This workaround delivers the user ID quick filtering that would require custom development within HubSpot’s ecosystem. You get instant individual performance views without the limitations of native dashboards. Implement this solution and transform your goal tracking today.
