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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.”
Multi-stage coverage tracking in HubSpot requires manual calculation and doesn’t maintain historical records. Without automated tracking, you can’t see how coverage flows through your pipeline stages over time.
Here’s how to automate stage-specific coverage ratio tracking with historical snapshots and trends across your entire pipeline.
Automate multi-stage coverage tracking using Coefficient
Coefficient automates this entire process, providing stage-specific coverage ratio snapshots and trends from HubSpot across your entire pipeline in HubSpot spreadsheets.
How to make it work
Step 1. Configure stage-specific imports.
Import HubSpot deals with stage information via Coefficient. You can use filter groups to create separate imports per stage or import all deals and use spreadsheet formulas to segment by stage.
Step 2. Build stage coverage framework.
Create a matrix with stages as columns and metrics as rows. Calculate stage-specific ratios like Discovery Stage Coverage (Discovery Pipeline ÷ Quota), Proposal Stage Coverage (Proposal Pipeline ÷ Quota), and Negotiation Coverage (Negotiation Pipeline ÷ Quota). Add weighted coverage incorporating stage probabilities.
Step 3. Implement automated tracking.
Schedule hourly or daily refreshes to capture pipeline movement between stages. Configure Snapshots to preserve stage coverage metrics and use Formula Auto Fill Down for consistent calculations as data updates.
Step 4. Design stage analysis dashboard.
Create a dashboard showing coverage by stage with targets, like Qualification: 5.2x coverage (target: 6x), Discovery: 3.8x coverage (target: 4x), Proposal: 2.1x coverage (target: 2.5x), and Negotiation: 1.3x coverage (target: 1.5x).
Step 5. Track stage-to-stage flow and set up monitoring.
Monitor coverage degradation through stages, calculate conversion ratios between stages, and identify bottleneck stages with coverage drops. Track velocity through stages, quality metrics for which stages maintain coverage best, and risk assessment for stages with highest coverage volatility. Set up automated alerts by stage with early stage alerts for pipeline building, late stage alerts for closing risk, and stage-specific thresholds based on historical performance.
Start comprehensive stage coverage tracking
This creates a sophisticated coverage ratio monitoring system that provides granular visibility into pipeline health across all stages, enabling targeted interventions and better forecasting accuracy. Build your multi-stage coverage tracking system today.
