Give Your Exec Team a Clear View of HubSpot Deals

Stop answering the same questions about HubSpot deals

“Why did this deal push?”
“Which rep owns this?”
“What changed this week?”

If you manage HubSpot deals, you’ve heard it all. Your execs need quick answers but HubSpot isn’t always quick to navigate for them in between their Zoom calls. So they ping you. Again. And again.

It’s not that they can’t find the info. It’s that they don’t have time. And now you’re stuck translating data and pulling screenshots every week, if not every day.

There’s a better way, and it makes you look good doing it.

The fix: give execs a clear view of HubSpot deals where they work

With Coefficient, you can turn HubSpot deals into simple, live dashboards that execs actually want to use.

• No HubSpot logins
• No data requests
• No Slack follow-ups

Just clean HubSpot deal data, updated in real time right inside the spreadsheet they already know and love.

The coolest part? It could take you 10 minutes to setup. This is just a quick example in Salesforce, but you can do the same for HubSpot.

Real-time answers. No follow-ups.

When execs want to see:

• What changed in the pipeline
• Who owns key deals
• Which opps pushed, lost, or grew

You don’t have to explain it. They can see it.

Picture your exec team with a simple view like the one below of daily changes to your HubSpot pipeline, and the ability to click into any date when the forecast shifts. You might never get another “quick question” on Slack again. We can’t promise that.

How it works

Coefficient connects directly to your HubSpot instance (and can even connect to multiple) and pulls live HubSpot deal data into Google Sheets or Excel. You’ll simply point and click to connect the data you need.

Once connected, you can:

• Build a live view of pipeline movement
• Highlight changes to close dates, deal amounts, or stages
• Share links that update automatically

Which means you don’t have to rebuild reports every week. Everything stays live.

Here’s a HubSpot Deals dashboard you can actually make a copy of.

Still want visibility inside of HubSpot for the same charts you’ve built in your spreadsheet? You can do that, too. It’s actually one of my favorite hacks.

Why your execs will love it (and you will too)

Executives get instant clarity. You stop getting bombarded. And you start looking like a data pro who’s one step ahead.

• Better visibility = fewer quick questions
• Clean snapshots = stronger meetings
• Automated updates = no manual work

Everyone stays aligned, and you stay out of the weeds. You might even finally have time for a lunch, a real lunch, with chewing and everything.

3 steps to level up HubSpot deals visibility

1. Connect Coefficient to HubSpot
2. Choose your key deal fields (stage, owner, close date, etc.)
3. Share a live dashboard with leadership

Done. You’ve simplified reporting and made yourself indispensable in one move.

Here’s a full tutorial of how it all works.

Make your HubSpot deals make you look good

Let’s be real: you’re not the one closing the deals, but you are the one expected to explain what’s happening with them.

And when leadership doesn’t get answers fast, it’s the sales reps that look sharp while you’re scrambling for screenshots.

But when you can answer in seconds? When you’ve already shared a live view that shows pipeline changes before they even ask? Now you look like the one driving clarity, not catching up to it.

That’s what Coefficient helps you do.

• You stay out of the weeds
• Your execs get what they need, when they need it
• And you earn a new level of trust, fast

It’s not just about data. It’s about showing up with answers, and making sure you’re seen as the hero behind the scenes.

Because your deals might be in HubSpot, but your credibility’s on the line.