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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.”
You can create automated weekly form submission reports in Google Sheets that pull fresh data from HubSpot and update charts, metrics, and dashboards automatically. This transforms your spreadsheet into a powerful reporting platform that requires no manual updates.
Here’s how to build comprehensive weekly reports that combine imported data with formulas, charts, and pivot tables that refresh automatically.
Build automated reporting dashboards that update weekly using Coefficient
Coefficient transforms Google Sheets into a powerful automated reporting platform for HubSpot form submissions. You can create dashboard views, detailed listings, and summary statistics across multiple sheets that all update automatically with fresh data.
How to make it work
Step 1. Set up Coefficient import for form submissions with weekly refresh.
Connect Coefficient to HubSpot and create an import for form submission data through the Contacts object. Configure weekly scheduling in Import Settings, choosing your preferred day and time for automatic data updates.
Step 2. Create a dashboard tab with key metrics.
Add a new sheet tab called “Dashboard” and build key performance indicators using formulas that reference your imported data. Include metrics like total submissions, conversion rates by form, and top traffic sources that calculate automatically.
Step 3. Use formulas to calculate week-over-week changes automatically.
Create formulas that compare current week submissions to previous weeks. Use functions like `=COUNTIFS()` to count submissions by date ranges and `=IFERROR()` to handle division by zero when calculating percentage changes.
Step 4. Add charts that update dynamically with new data.
Insert charts that reference your imported data ranges. As new form submissions arrive each week, your charts automatically include the fresh data points without manual updates to chart ranges.
Step 5. Configure snapshot feature to preserve weekly historical data.
Use Coefficient’s snapshot feature to capture weekly data copies for trend analysis. This preserves historical performance while your main import continues refreshing with current data.
Transform your reporting workflow
Automated weekly reports eliminate manual data compilation while providing dynamic insights that update automatically. Start building your automated reporting system to save hours each week and ensure stakeholders always have current data.
