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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.”
Manual data exports are time-consuming and prone to inconsistency. Most sales teams struggle to maintain regular coverage ratio tracking because of the manual effort required.
Here’s how to eliminate manual exports and build an automated coverage ratio dashboard that updates itself and maintains historical trends.
Automate your entire coverage dashboard using Coefficient
Coefficient eliminates this friction by automating the entire pipeline from HubSpot to your coverage ratio dashboard in HubSpot spreadsheets, providing real-time updates and historical tracking.
How to make it work
Step 1. Automate data flow.
Connect HubSpot to your spreadsheet through Coefficient and import deals with automatic hourly or daily refreshes. Pull associated data like deal owner, team, and pipeline stage without any manual CSV exports or copy-paste operations.
Step 2. Design dashboard layout.
Create sections for current metrics with live coverage ratios that update automatically, historical trends with charts showing coverage over time, rep performance with individual contributor coverage breakdowns, and pipeline stage analysis showing coverage by deal stage.
Step 3. Implement key calculations.
Build formulas for overall coverage ratio using Weighted Pipeline divided by Total Quota, time-based coverage for this week versus last week comparisons, velocity metrics showing how coverage changes throughout the quarter, and risk indicators calculating deals needed to hit target coverage.
Step 4. Enable historical tracking.
Configure Snapshots to capture dashboard metrics daily, building trend lines that show coverage patterns and identify seasonal variations and degradation patterns over time.
Step 5. Add interactive elements and automation.
Use cell references for dynamic date ranges, create dropdown filters for team or rep selection, and implement conditional formatting for at-risk coverage levels. Set up scheduled refreshes, Formula Auto Fill Down for growing data, and email or Slack alerts for significant changes.
Transform your coverage tracking process
This approach transforms a manual, error-prone process into an automated coverage ratio monitoring system that updates itself and maintains historical context. Start building your automated dashboard today.
