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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 locks you into fixed forecast categories like Best Case, Commit, and Pipeline that can’t be customized for your specific business needs. The platform simply wasn’t built for complex forecasting scenarios.
Here’s why HubSpot’s forecasting falls short and how to build the custom reports you actually need.
HubSpot’s forecasting constraints block custom reporting
HubSpot’s native forecasting tools have several hard limitations. You can’t apply weighted probabilities by deal stage, create multi-dimensional forecasts by rep and product line simultaneously, or build complex calculations like stage velocity. The visualization options are also restricted and don’t match most business requirements.
Build unlimited custom forecasts using Coefficient
Coefficient solves these limitations by bringing your HubSpot pipeline data into Google Sheets or Excel where you have complete control over forecast calculations and reporting.
How to make it work
Step 1. Connect HubSpot to your spreadsheet.
Install Coefficient and link your HubSpot account. Import all deal data including stages, amounts, close dates, and any custom fields you need for forecasting.
Step 2. Create custom probability models.
Build your own weighted probabilities based on historical win rates, not HubSpot’s rigid categories. For example, apply 10% to Discovery stage, 25% to Qualified, and 75% to Negotiation based on your actual conversion data.
Step 3. Build multi-dimensional analysis.
Use pivot tables to analyze your pipeline by any combination of fields like sales rep, product line, region, and deal source. This level of segmentation is impossible in HubSpot’s forecast tool.
Step 4. Add historical trending with Snapshots.
Configure Coefficient’s Snapshots feature to capture pipeline data over time. This enables trend analysis and forecast accuracy tracking that HubSpot doesn’t provide natively.
Step 5. Automate complex calculations.
Calculate stage-to-stage conversion rates, average deal velocity, and projected close dates using your spreadsheet’s full formula capabilities. Build formulas likefor sophisticated forecasting.
Get the custom forecasting HubSpot can’t deliver
Custom forecast reports require flexibility that HubSpot’s native tools simply don’t offer. By connecting your HubSpot data to spreadsheets, you can build forecasts that match your exact business needs while maintaining live data updates. Start building your custom forecast reports today.
